401(k) · DOL Form 5500 · 2023

National Funding, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
258
Participants Below avg headcount
66th
Percentile by assets National rank
$54,609
Avg per participant Low balance/head
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Official DOL plan name: National Funding, Inc. 401(k) Plan · Sponsored by National Funding, Inc. · California · Real Estate

$14M in assets, 258 participants

National Funding, Inc.'s National Funding, Inc. 401(k) Plan reported $14M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,861 in Real Estate (4,727 peers)

Coverage in California

National Funding, Inc. 401(k) Plan covers 258 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $14M.

#3,861
in Real Estate (4,727 peers)
+49.0%
assets growth YoY

National Funding, Inc. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

National Funding, Inc. 401(k) Plan vs every filed plan by assets

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

$14,089,076 Top 34% higher than 66% 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

National Funding, Inc. 401(k) 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 Funding, Inc. 401(k) Plan sits mid-pack in the medium band (258 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Funding, Inc. 401(k) Plan reported net income rose from -$792K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • National Funding, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • National Funding, Inc. 401(k) Plan reported participants rose from 183 in the plan year 2022 filing to 258 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954724281 · National Funding, Inc. PY 2023 · 401(k)

National Funding, Inc. 401(k) Plan · $14M · 258 · 66th

  • SCH $14M
  • SCH 258
  • SCH 66th
  • SCH 401(k)
  • SCH near Automotive Management, Inc. 401(k) Plan
  • SCH ind #3861

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 Real Estate retirement plans → · Plans in California →

National Funding, Inc. 401(k) Plan in the asset neighbourhood

National Funding, Inc. 401(k) PlanNational Funding, Inc. 401(k…$14MAutomotive Management, Inc. 401(k) PlanAutomotive Management, Inc. …$14MArgo Turboserve Corporation 401(k) PlanArgo Turboserve Corporation …$14MEquitec Group 401(k) Plan$14MBudweiser-Busch Distribution Co. Inc. 401(k) Profit Sharing PlanBudweiser-Busch Distribution…$14M
End-of-year total assets ($M) among National Funding, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$14M
Net Income$5M
Employer EIN954724281
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Funding, Inc.)

Sponsor-wide plan assets over time

All National Funding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 48.95807617701779% vs 2022
2023 filing year
$8M$10M$12M$14M$16M 20222023 $9.46M $14.1M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 183 $9M
2023 1 258 $14M

Nearby 401(k) Plans in California

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

National Funding, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants National Funding, Inc. 401(k) Plan, Total assets ($B): 0.014089076 · Participants: 258National Funding, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
National Funding, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare National Funding, Inc. 401(k) Plan side-by-side with 3 peers →

National Funding, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Automotive Management, Inc. 401(k) Plan in MA ($14M); by covered participants it is Validatek Retirement Savings Plan in VA (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 National Funding, Inc. 401(k) Plan assets move in 2023? ▼
National Funding, Inc. 401(k) Plan surged - up 49.0% during 2023, from $9M to $14M. Reported net income was $5M.
How have National Funding, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), National Funding, Inc.'s sponsor-wide assets grew 49.0%, from $9M to $14M.
Which 401(k) plans are similar in size to National Funding, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Automotive Management, Inc. 401(k) Plan in MA ($14M, 288 participants).
Which 401(k) plans cover a similar participant headcount to National Funding, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (258 participants, $23M 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 954724281.

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.