401(k) · DOL Form 5500 · 2023

Nathan & Nathan, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
42
Participants Small participant base
35th
Percentile by assets National rank
$67,191
Avg per participant Below avg balance/head
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Official DOL plan name: Nathan & Nathan, P.C. 401(k) Profit Sharing Plan · Sponsored by Nathan & Nathan, P.C. · Alabama · Professional & Technical Services

$3M in assets, 42 participants

Nathan & Nathan, P.C.'s Nathan & Nathan, P.C. 401(k) Profit Sharing Plan reported $3M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,404 in Professional & Technical Services (20,321 peers)

Nathan & Nathan, P.C. multi-year trail

Nathan & Nathan, P.C.'s plans moved +35.9% in assets from 2022 to 2024; this filing shows Nathan & Nathan, P.C. 401(k) Profit Sharing Plan at $3M / 42 participants.

#6,404
in Professional & Technical Services (20,321 peers)
+19.1%
assets growth YoY

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,822,040 35th percentile higher than 35% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nathan & Nathan, P.C. 401(k) Profit Sharing Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nathan & Nathan, P.C. 401(k) Profit Sharing Plan reported net income rose from -$237K in the plan year 2022 filing to $453K in the plan year 2023 filing.
  • Nathan & Nathan, P.C. 401(k) Profit Sharing Plan reported participants rose from 35 in the plan year 2022 filing to 42 in the plan year 2023 filing.
  • Nathan & Nathan, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 631132746 · Nathan & Nathan, P.C. PY 2023 · 401(k)

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan · $3M · 42 · 35th

  • VS-ST $3M
  • BOY 42
  • SCH 35th
  • EBSA 401(k)
  • PART near Newagesys, Inc. Savings Plan
  • TYPE ind #6404

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Nathan & Nathan, P.C. 401(k) Profit Sharing PlanNathan & Nathan, P.C. 401(k)…$3MNewagesys, Inc. Savings Plan$3MEveler & Dearment LLP 401(k) PlanEveler & Dearment LLP 401(k)…$3MSavings Plan of Entergy Corporation and Subsidiaries IXSavings Plan of Entergy Corp…$3MHaggard Childcare Resources 401(k) PlanHaggard Childcare Resources …$3M
End-of-year total assets ($M) among Nathan & Nathan, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nathan & Nathan, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Nathan & Nathan, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.929516318418294% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.37M $3.22M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 35 $2M
2023 1 42 $3M
2024 1 56 $3M

Nathan & Nathan, P.C. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$453K
Employer EIN631132746
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Nathan & Nathan, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.00282204 · Participants: 42Nathan & Nathan, P.C. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Nathan & Nathan, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Nathan & Nathan, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Newagesys, Inc. Savings Plan in NJ ($3M); by covered participants it is Rodriguez Hidalgo Retirement Plan in PR (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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.

Frequently Asked Questions

How did Nathan & Nathan, P.C. 401(k) Profit Sharing Plan assets move in 2023? ▼
Nathan & Nathan, P.C. 401(k) Profit Sharing Plan grew sharply - up 19.1% during 2023, from $2M to $3M. Reported net income was $453K.
How have Nathan & Nathan, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nathan & Nathan, P.C.'s sponsor-wide assets grew 35.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Nathan & Nathan, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Newagesys, Inc. Savings Plan in NJ ($3M, 214 participants).
Which 401(k) plans cover a similar participant headcount to Nathan & Nathan, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rodriguez Hidalgo Retirement Plan in PR (42 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 631132746.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.