401(k) · DOL Form 5500 · 2023
Neb Corporation 401(k) Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 383
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $227,389
- Avg per participant Above avg balance/head
Official DOL plan name: National Exchange Bank and Trust Employees' Tax Savings Plan · Sponsored by Neb Corporation · Wisconsin · Finance & Insurance
$87M in assets, 383 participants
Neb Corporation's National Exchange Bank and Trust Employees' Tax Savings Plan reported $87M in total assets and 383 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,548 in Finance & Insurance (8,869 peers)
Where National Exchange Bank and Trust Employees' Tax Savings Plan sits by assets
National Exchange Bank and Trust Employees' Tax Savings Plan sits in the top 10% of all filed plans by assets, $87M for 383 participants (~$227,389/participant), up 13.6% in 2023.
- #7,548
- in Finance & Insurance (8,869 peers)
- +13.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
National Exchange Bank and Trust Employees' Tax Savings Plan's outsized position by total assets
National Exchange Bank and Trust Employees' Tax Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$87,090,024 Top 10% higher than 90% 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 Exchange Bank and Trust Employees' Tax 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 Exchange Bank and Trust Employees' Tax Savings Plan sits mid-pack in the medium band (383 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- National Exchange Bank and Trust Employees' Tax Savings Plan reported net income rose from -$16M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- National Exchange Bank and Trust Employees' Tax Savings Plan end-of-year assets rose from $77M in the plan year 2022 filing to $87M in the plan year 2023 filing.
- National Exchange Bank and Trust Employees' Tax Savings Plan reported participants rose from 372 in the plan year 2022 filing to 383 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 391210679 · Neb Corporation PY 2023 · 401(k)
National Exchange Bank and Trust Employees' Tax Savings Plan · $87M · 383 · 90th
- 5500 $87M
- ASSETS 383
- PCT 90th
- EIN 401(k)
- RANK near Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan
- PHOTO ind #7548
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
National Exchange Bank and Trust Employees' Tax Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $10M |
| Employer EIN | 391210679 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Neb Corporation)
Sponsor-wide plan assets over time
All Neb Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $88M 14.29447476007657% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 372 | $77M |
| 2023 | 1 | 383 | $87M |
| 2024 | 1 | 413 | $88M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
National Exchange Bank and Trust Employees' Tax Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan in NC ($87M); by covered participants it is Roundtower Technologies 401(k) Plan in OH (383 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
- Wyrick Robbins Yates & Ponton LLP 401(k) Profit Sharing Plan (NC) $87M · 163
- Thrift and Savings Plan for Employees of Sentinel Transportation, LLC (DE) $87M · 719
- Isolved 401(k) Plan (NC) $87M · 2,048
- Obhg 401(k) Plan (SC) $87M · 1,549
Similar participant headcount
Nearest other-state filings by covered participants (383 participants); asset peers above are excluded.
- Roundtower Technologies 401(k) Plan (OH) 383 · 0 off
- T/J Inspection, Inc. 401(k) Plan (OK) 383 · 0 off
- International Specialty Products Inc. 401(k) Plan (DE) 383 · 0 off
- Urology Healthcare Group, Inc. 401(k)/Profit Sharing Plan (TN) 383 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.