401(k)
2023 plan-year 401(k) DOL Form 5500

NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NATIONAL BUSINESS FURNITURE, LLC

This 401(k) plan holds $44M in total assets and serves 232 participants as of 2023. It is sponsored by NATIONAL BUSINESS FURNITURE, LLC in Wisconsin. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$44M
Participants
232
State
Industry
Wholesale Trade

What the Filing Says About NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN

NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN is a 401(k) retirement plan sponsored by NATIONAL BUSINESS FURNITURE, LLC, headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $44M in total end-of-year assets and covers 232 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 203851320, and the plan has been effective since 1963-12-11. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $37M at the beginning of 2023 to $44M at year-end — a gain of 18.4%. Net assets (after liabilities) closed the year at $44M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$37M
Total Assets (End of Year)$44M
Net Assets (End of Year)$44M
Net Income$7M
Plan Type401(k)
Employer EIN203851320
Plan Effective Date1963-12-11
Filing StatusFILING RECEIVED

Sponsor Plan History (NATIONAL BUSINESS FURNITURE, LLC)

Year Plans Participants Total Assets
2022 1 225 $37M
2023 1 232 $44M
2024 1 238 $47M

Nearby 401(k) Plans in Wisconsin

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

Frequently Asked Questions

How much money is in the NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN?
As of the 2023 Form 5500 filing, NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN holds $44M in total assets with 232 participants. It is sponsored by NATIONAL BUSINESS FURNITURE, LLC.
What type of plan is NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN?
NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN is a 401(k) plan. It has been effective since 1963-12-11. The plan is filed with the U.S. Department of Labor under EIN 203851320.
Who sponsors the NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN?
NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN is sponsored by NATIONAL BUSINESS FURNITURE, LLC, located in Wisconsin. The sponsor's EIN is 203851320 and the plan operates in the Wholesale Trade industry.
How did NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN perform in 2023?
NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN grew by 18.4% during 2023, moving from $37M to $44M in total assets. Net income was $7M.
Where can I find official filings for NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN?
Official Form 5500 filings for NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 203851320 or plan name at efast.dol.gov.
How does NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN compare to other plans?
You can compare NATIONAL BUSINESS FURNITURE PERFORMANCE RETIREMENT PLAN against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 203851320.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.