401(k) · DOL Form 5500 · 2023
National Organization of Industrial Trade Unions 401(k) Plan
Data updated 2026-08-25
- $111M
- Total assets Near avg plan size
- 2,506
- Participants Above avg headcount
- 92nd
- Percentile by assets National rank
- $44,493
- Avg per participant Low balance/head
Official DOL plan name: National Organization of Industrial Trade Unions Individual Account Plan · Sponsored by National Organization of Industrial Trade Unions · New York · Manufacturing
$111M in assets, 2,506 participants
National Organization of Industrial Trade Unions's National Organization of Industrial Trade Unions Individual Account Plan reported $111M in total assets and 2,506 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #16,437 in Manufacturing (18,722 peers)
Coverage in New York
National Organization of Industrial Trade Unions Individual Account Plan covers 2,506 participants in New York, 3.1x the typical New York plan (state average ~798 per filing). Assets: $111M.
- #16,437
- in Manufacturing (18,722 peers)
- +16.8%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
National Organization of Industrial Trade Unions Individual Account Plan's outsized position by total assets
National Organization of Industrial Trade Unions Individual Account Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$111,498,231 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
National Organization of Industrial Trade Unions Individual Account Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Organization of Industrial Trade Unions Individual Account Plan lands in the large band (2,506 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Organization of Industrial Trade Unions Individual Account Plan reported net income rose from -$16M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- National Organization of Industrial Trade Unions Individual Account Plan end-of-year assets rose from $95M in the plan year 2022 filing to $111M in the plan year 2023 filing.
- National Organization of Industrial Trade Unions Individual Account Plan reported participants rose from 2,399 in the plan year 2022 filing to 2,506 in the plan year 2023 filing.
DOL schedule card
Filing strip 111896570 · National Organization of Industrial Trade Unions PY 2023 · 401(k)
National Organization of Industrial Trade Unions Individual Account Plan · $111M · 2,506 · 92nd
- BOOK $111M
- BOOK 2,506
- BOOK 92nd
- BOOK 401(k)
- BOOK near Texas Roadhouse Salaried Employees 401(k) Profit Sharing Plan
- BOOK ind #16437
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in New York →
National Organization of Industrial Trade Unions Individual Account Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $95M |
|---|---|
| Net Assets (End of Year) | $111M |
| Net Income | $16M |
| Employer EIN | 111896570 |
| Plan Effective Date | 1977-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Organization of Industrial Trade Unions)
Sponsor-wide plan assets over time
All National Organization of Industrial Trade Unions plans reported in each filing year
- Latest sponsor-wide plan assets
- $124M 30.335744009056025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,399 | $95M |
| 2023 | 1 | 2,506 | $111M |
| 2024 | 1 | 2,679 | $124M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
National Organization of Industrial Trade Unions Individual Account Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Texas Roadhouse Salaried Employees 401(k) Profit Sharing Plan in KY ($111M); by covered participants it is Myriad Genetics, Inc. 401(k) Profit Sharing Plan in UT (2,506 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($111M here).
- Texas Roadhouse Salaried Employees 401(k) Profit Sharing Plan (KY) $111M · 3,127
- Martin 401(k) Plan (TX) $111M · 1,525
- Chesterman Company 401(k) Profit Sharing Plan (IA) $111M · 1,900
- Enterprise Bank and Trust Company 401(k) Plan (MA) $112M · 574
Similar participant headcount
Nearest other-state filings by covered participants (2,506 participants); asset peers above are excluded.
- Myriad Genetics, Inc. 401(k) Profit Sharing Plan (UT) 2,506 · 0 off
- Media News Group Retirement/Savings Plan (CO) 2,506 · 0 off
- Domtar US Hourly 401(k) Plan () 2,506 · 0 off
- Gabriel Brothers, Inc. 401(k) Plan (WV) 2,506 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.