401(k) · DOL Form 5500 · 2023

National Equity Fund Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
186
Participants Below avg headcount
89th
Percentile by assets National rank
$414,130
Avg per participant High balance/head
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Official DOL plan name: National Equity Fund 401(k) Retirement Plan · Sponsored by National Equity Fund Inc. · Illinois · Real Estate

$77M in assets, 186 participants

National Equity Fund Inc.'s National Equity Fund 401(k) Retirement Plan reported $77M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #4,569 in Real Estate (4,727 peers)

Coverage in Illinois

National Equity Fund 401(k) Retirement Plan covers 186 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $77M.

#4,569
in Real Estate (4,727 peers)
+16.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

National Equity Fund 401(k) Retirement Plan's outsized position by total assets

National Equity Fund 401(k) Retirement Plan vs every filed plan by assets

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

$77,028,182 Top 11% higher than 89% 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 Equity Fund 401(k) Retirement 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 Equity Fund 401(k) Retirement Plan sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Equity Fund 401(k) Retirement Plan reported net income rose from -$11M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • National Equity Fund 401(k) Retirement Plan end-of-year assets rose from $66M in the plan year 2022 filing to $77M in the plan year 2023 filing.
  • National Equity Fund 401(k) Retirement Plan reported participants fell from 194 in the plan year 2022 filing to 186 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363490231 · National Equity Fund Inc. PY 2023 · 401(k)

National Equity Fund 401(k) Retirement Plan · $77M · 186 · 89th

  • EBSA $77M
  • EBSA 186
  • EBSA 89th
  • EBSA 401(k)
  • EBSA near Eriks North America Retirement Savings Plan
  • EBSA ind #4569

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 Illinois →

National Equity Fund 401(k) Retirement Plan in the asset neighbourhood

Bailey Nurseries, Inc. 401(k) Profit Sharing PlanBailey Nurseries, Inc. 401(k…$77MLiberty Oilfield Services 401(k) Savings PlanLiberty Oilfield Services 40…$77MNational Equity Fund 401(k) Retirement PlanNational Equity Fund 401(k) …$77MEriks North America Retirement Savings PlanEriks North America Retireme…$77MOxbo International Retirement Savings PlanOxbo International Retiremen…$77M
End-of-year total assets ($M) among National Equity Fund 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$77M
Net Income$11M
Employer EIN363490231
Plan Effective Date1995-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Equity Fund Inc.)

Sponsor-wide plan assets over time

All National Equity Fund Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$92M 39.01728091984008% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.9M $91.6M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 194 $66M
2023 1 186 $77M
2024 1 196 $92M

Nearby 401(k) Plans in Illinois

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

National Equity Fund 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants National Equity Fund 401(k) Retirement Plan, Total assets ($B): 0.077028182 · Participants: 186National Equity Fund 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
National Equity Fund 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare National Equity Fund 401(k) Retirement Plan side-by-side with 3 peers →

National Equity Fund 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Eriks North America Retirement Savings Plan in PA ($77M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (186 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Equity Fund 401(k) Retirement Plan assets move in 2023? ▼
National Equity Fund 401(k) Retirement Plan grew sharply - up 16.9% during 2023, from $66M to $77M. Reported net income was $11M.
How have National Equity Fund Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Equity Fund Inc.'s sponsor-wide assets grew 39.0%, from $66M to $92M.
Where does National Equity Fund 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
National Equity Fund 401(k) Retirement Plan ranks in the 89th 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 National Equity Fund 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eriks North America Retirement Savings Plan in PA ($77M, 848 participants).
Which 401(k) plans cover a similar participant headcount to National Equity Fund 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (186 participants, $1M 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 363490231.

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.