Defined Benefit (Pension) · DOL Form 5500 · 2023
National Federation of Independent Business, Inc. Pension Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 108
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $313,032
- Avg per participant High balance/head
Official DOL plan name: National Federation of Independent Business Retirement Plan · Sponsored by National Federation of Independent Business, Inc. · Tennessee · Other Services
$34M in assets, 108 participants
National Federation of Independent Business, Inc.'s National Federation of Independent Business Retirement Plan reported $34M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #7,124 in Other Services (7,857 peers)
Coverage in Tennessee
National Federation of Independent Business Retirement Plan covers 108 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $34M.
- #7,124
- in Other Services (7,857 peers)
- -55.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
National Federation of Independent Business Retirement Plan's outsized position by total assets
National Federation of Independent Business Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,807,504 Top 19% higher than 81% 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 Federation of Independent Business Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Federation of Independent Business Retirement Plan sits mid-pack in the medium band (108 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Federation of Independent Business Retirement Plan reported net income fell from -$18M in the plan year 2022 filing to -$42M in the plan year 2023 filing.
- National Federation of Independent Business Retirement Plan end-of-year assets fell from $76M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- National Federation of Independent Business Retirement Plan reported participants fell from 126 in the plan year 2022 filing to 108 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 940707299 · National Federation of Independent Business, Inc. PY 2023 · Defined Benefit (Pension)
National Federation of Independent Business Retirement Plan · $34M · 108 · 81st
- SCH $34M
- SCH 108
- SCH 81st
- SCH Defined Benefit (Pension)
- SCH near The Holland Group Retirement Income Plan
- SCH ind #7124
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 Other Services retirement plans → · Plans in Tennessee →
National Federation of Independent Business Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$42M |
| Employer EIN | 940707299 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (National Federation of Independent Business, Inc.)
Sponsor-wide plan assets over time
All National Federation of Independent Business, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 29.609708756247056% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 696 | $161M |
| 2023 | 2 | 688 | $136M |
| 2024 | 2 | 598 | $113M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.6B · 139,031
- Retirement Plan of International Paper Company $8.8B · 20,164
- Pace Industry Union-Management Pension Fund $2.7B · 3,192
- Pension Plan for Employees at Ornl $2.5B · 5,801
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.1B · 2,710
National Federation of Independent Business Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is The Holland Group Retirement Income Plan in MI ($34M); by covered participants it is Southern Connecticut Vascular Center Cash Balance Plan in CT (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.