401(k) · DOL Form 5500 · 2023
National Federation of Independent Business, Inc. 401(k) Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 580
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $176,118
- Avg per participant Above avg balance/head
Official DOL plan name: National Federation of Independent Business Retirement Savings Plan · Sponsored by National Federation of Independent Business, Inc. · Tennessee · Other Services
$102M in assets, 580 participants
National Federation of Independent Business, Inc.'s National Federation of Independent Business Retirement Savings Plan reported $102M in total assets and 580 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #7,615 in Other Services (7,857 peers)
Where National Federation of Independent Business Retirement Savings Plan sits by assets
National Federation of Independent Business Retirement Savings Plan sits in the top 10% of all filed plans by assets, $102M for 580 participants (~$176,118/participant), up 20.0% in 2023.
- #7,615
- in Other Services (7,857 peers)
- +20.0%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
National Federation of Independent Business Retirement Savings Plan's outsized position by total assets
National Federation of Independent Business Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$102,148,266 Top 9% higher than 91% 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 Savings 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 Savings Plan sits mid-pack in the medium band (580 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Federation of Independent Business Retirement Savings Plan reported net income rose from -$14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- National Federation of Independent Business Retirement Savings Plan end-of-year assets rose from $85M in the plan year 2022 filing to $102M in the plan year 2023 filing.
- National Federation of Independent Business Retirement Savings Plan reported participants rose from 570 in the plan year 2022 filing to 580 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 940707299 · National Federation of Independent Business, Inc. PY 2023 · 401(k)
National Federation of Independent Business Retirement Savings Plan · $102M · 580 · 91st
- 5500 $102M
- ASSETS 580
- PCT 91st
- EIN 401(k)
- RANK near Shiel Sexton Company, Inc. Employee Stock Ownership and 401(k) Plan
- PHOTO ind #7615
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 Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $17M |
| Employer EIN | 940707299 |
| Plan Effective Date | 1996-04-01 |
| 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 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $23.9B · 127,010
- Hca 401(k) Plan $21.5B · 291,649
- Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
- International Paper Company Salaried Savings Plan $4.6B · 12,153
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487
National Federation of Independent Business Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Shiel Sexton Company, Inc. Employee Stock Ownership and 401(k) Plan in IN ($102M); by covered participants it is Iem 401(k) Plan in CA (580 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
Similar participant headcount
Nearest other-state filings by covered participants (580 participants); asset peers above are excluded.
- Iem 401(k) Plan (CA) 580 · 0 off
- Randall-Reilly, LLC 401(k) Profit Sharing Plan (AL) 580 · 0 off
- T2 Financial LLC 401(k) Profit Sharing Plan & Trust (OH) 580 · 0 off
- Doxim 401(k) Plan (IN) 580 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.