401(k) · DOL Form 5500 · 2023
North American Electric Reliability Corporation 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 224
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $361,220
- Avg per participant High balance/head
Official DOL plan name: North American Electric Reliability Corporation Savings and Investment Plan · Sponsored by North American Electric Reliability Corporation · Georgia · Other Services
$81M in assets, 224 participants
North American Electric Reliability Corporation's North American Electric Reliability Corporation Savings and Investment Plan reported $81M in total assets and 224 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.
- #7,539 in Other Services (7,857 peers)
Coverage in Georgia
North American Electric Reliability Corporation Savings and Investment Plan covers 224 participants in Georgia, about 20% of the average Georgia filer (state average ~1,096 per filing). Assets: $81M.
- #7,539
- in Other Services (7,857 peers)
- +19.4%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
North American Electric Reliability Corporation Savings and Investment Plan's outsized position by total assets
North American Electric Reliability Corporation Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$80,913,297 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
North American Electric Reliability Corporation Savings and Investment 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. North American Electric Reliability Corporation Savings and Investment Plan sits mid-pack in the medium band (224 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- North American Electric Reliability Corporation Savings and Investment Plan reported net income rose from -$10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- North American Electric Reliability Corporation Savings and Investment Plan end-of-year assets rose from $68M in the plan year 2022 filing to $81M in the plan year 2023 filing.
- North American Electric Reliability Corporation Savings and Investment Plan reported participants rose from 206 in the plan year 2022 filing to 224 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 204821888 · North American Electric Reliability Corporation PY 2023 · 401(k)
North American Electric Reliability Corporation Savings and Investment Plan · $81M · 224 · 90th
- TYPE $81M
- NET 224
- BOOK 90th
- VS-ST 401(k)
- BOY near Ansira Partners, Inc. 401(k) Plan
- SCH ind #7539
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 Georgia →
North American Electric Reliability Corporation Savings and Investment Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $13M |
| Employer EIN | 204821888 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North American Electric Reliability Corporation)
Sponsor-wide plan assets over time
All North American Electric Reliability Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $91M 34.85437901709184% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $68M |
| 2023 | 1 | 224 | $81M |
| 2024 | 1 | 231 | $91M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
North American Electric Reliability Corporation Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Ansira Partners, Inc. 401(k) Plan in MO ($81M); by covered participants it is Egomotion Corp. 401(k) Plan in CA (224 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Ansira Partners, Inc. 401(k) Plan (MO) $81M · 992
- The Pasha Group 401(k) Profit Sharing Plan (CA) $81M · 496
- Netskope Retirement Savings Plan (CA) $81M · 1,099
- Navex Global 401(k) Plan (OR) $81M · 1,121
Similar participant headcount
Nearest other-state filings by covered participants (224 participants); asset peers above are excluded.
- Egomotion Corp. 401(k) Plan (CA) 224 · 0 off
- Accutec Blades, Inc. 401(k) Plan (VA) 224 · 0 off
- Sensei Wellness Holdings Inc 401(k) Profit Sharing Plan & Trust (CA) 224 · 0 off
- Blue Lake Casino 401(k) Plan (CA) 224 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.