401(k) · DOL Form 5500 · 2023

Nab Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
1,109
Participants Near avg headcount
86th
Percentile by assets National rank
$49,641
Avg per participant Low balance/head
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Official DOL plan name: Nab Holdings, LLC 401(k) Plan · Sponsored by Nab Holdings, LLC · Michigan · Finance & Insurance

$55M in assets, 1,109 participants

Nab Holdings, LLC's Nab Holdings, LLC 401(k) Plan reported $55M in total assets and 1,109 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,033 in Finance & Insurance (8,869 peers)

Where Nab Holdings, LLC 401(k) Plan sits by assets

Nab Holdings, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 1,109 participants (~$49,641/participant), up 40.3% in 2023.

#7,033
in Finance & Insurance (8,869 peers)
+40.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Nab Holdings, LLC 401(k) Plan's outsized position by total assets

Nab Holdings, LLC 401(k) Plan vs every filed plan by assets

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

$55,051,487 Top 14% higher than 86% 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

Nab Holdings, LLC 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nab Holdings, LLC 401(k) Plan lands in the large band (1,109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nab Holdings, LLC 401(k) Plan reported net income rose from -$451K in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Nab Holdings, LLC 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Nab Holdings, LLC 401(k) Plan reported participants rose from 1,015 in the plan year 2022 filing to 1,109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 453514691 · Nab Holdings, LLC PY 2023 · 401(k)

Nab Holdings, LLC 401(k) Plan · $55M · 1,109 · 86th

  • EOY $55M
  • EOY 1,109
  • EOY 86th
  • EOY 401(k)
  • EOY near Cnc Perpetual 401(k) Plan
  • EOY ind #7033

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 Michigan →

Nab Holdings, LLC 401(k) Plan in the asset neighbourhood

Caplin & Drysdale, Chartered Retirement Plan and Trust Single Plan aCaplin & Drysdale, Chartered…$55MNab Holdings, LLC 401(k) Plan$55MCnc Perpetual 401(k) Plan$55MMainfreight USA Partnership 401(k) Retirement PlanMainfreight USA Partnership …$55MBlackhawk Industrial Distribution, Inc. 401(k) PlanBlackhawk Industrial Distrib…$55M
End-of-year total assets ($M) among Nab Holdings, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$55M
Net Income$16M
Employer EIN453514691
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nab Holdings, LLC)

Sponsor-wide plan assets over time

All Nab Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$71M 81.13164041800991% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $39.2M $71.1M ▲ +81.1%
Year Plans Participants Total Assets
2022 1 1,015 $39M
2023 1 1,109 $55M
2024 1 1,150 $71M

Nearby 401(k) Plans in Michigan

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

Nab Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Nab Holdings, LLC 401(k) Plan, Total assets ($B): 0.055051487 · Participants: 1109Nab Holdings, LLC 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Nab Holdings, LLC 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Nab Holdings, LLC 401(k) Plan side-by-side with 3 peers →

Nab Holdings, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Cnc Perpetual 401(k) Plan in VA ($55M); by covered participants it is Scripps Clinic Medical Group, Inc. Retirement Savings Plan in CA (1,109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,109 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 Nab Holdings, LLC 401(k) Plan assets move in 2023? ▼
Nab Holdings, LLC 401(k) Plan surged - up 40.3% during 2023, from $39M to $55M. Reported net income was $16M.
How have Nab Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nab Holdings, LLC's sponsor-wide assets grew 81.1%, from $39M to $71M.
Where does Nab Holdings, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Nab Holdings, LLC 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Nab Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cnc Perpetual 401(k) Plan in VA ($55M, 623 participants).
Which 401(k) plans cover a similar participant headcount to Nab Holdings, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scripps Clinic Medical Group, Inc. Retirement Savings Plan in CA (1,109 participants, $835M 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 453514691.

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.