Money Purchase · DOL Form 5500 · 2023

The National Australia Bank Money Purchase Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
104
Participants Small participant base
75th
Percentile by assets National rank
$216,251
Avg per participant Above avg balance/head
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Official DOL plan name: The Nab Money Purchase Pension Plan and Trust · Sponsored by The National Australia Bank · New York · Finance & Insurance

$22M in assets, 104 participants

The National Australia Bank's The Nab Money Purchase Pension Plan and Trust reported $22M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,500 in Finance & Insurance (8,869 peers)

Coverage in New York

The Nab Money Purchase Pension Plan and Trust covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $22M.

#5,500
in Finance & Insurance (8,869 peers)
+21.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The Nab Money Purchase Pension Plan and Trust's outsized position by total assets

The Nab Money Purchase Pension Plan and Trust vs every filed plan by assets

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

$22,490,107 Top 25% higher than 75% 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

The Nab Money Purchase Pension Plan and Trust 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. The Nab Money Purchase Pension Plan and Trust sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Nab Money Purchase Pension Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Nab Money Purchase Pension Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 132901144 · The National Australia Bank PY 2023 · Money Purchase

The Nab Money Purchase Pension Plan and Trust · $22M · 104 · 75th

  • BOOK $22M
  • VS-ST 104
  • BOY 75th
  • SCH Money Purchase
  • EBSA near Charles R. Drew University of Medicine and Science Money Purchase Pension Plan
  • PART ind #5500

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 New York →

The Nab Money Purchase Pension Plan and Trust in the asset neighbourhood

Plumbers & Pipefitters Union Local 178 Money Purchase PlanPlumbers & Pipefitters Union…$23MCharles R. Drew University of Medicine and Science Money Purchase Pension PlanCharles R. Drew University o…$23MThe Nab Money Purchase Pension Plan and TrustThe Nab Money Purchase Pensi…$22MAlro Steel Corporation and Subsidiaries Retirement/401(k) Plan (Money Purchase Portion)Alro Steel Corporation and S…$22MRetirement Plan for Employees of the Peterson Institute for International EconomicsRetirement Plan for Employee…$22M
End-of-year total assets ($M) among The Nab Money Purchase Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN132901144
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The National Australia Bank)

Sponsor-wide plan assets over time

All The National Australia Bank plans reported in each filing year

Latest sponsor-wide plan assets
$96M 1.8181015733418868% vs 2022
2024 filing year
$90M$95M$100M$105M$110M$115M 202220232024 $97.8M $96M ▼ -1.8%
Year Plans Participants Total Assets
2022 3 218 $98M
2023 3 207 $112M
2024 2 100 $96M

Nearby Money Purchase Plans in New York

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

The Nab Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants The Nab Money Purchase Pension Plan and Trust, Total assets ($B): 0.022490107 · Participants: 104The Nab Money Purchase Pension Plan and TrustTiaa Retirement Plan, Total assets ($B): 5.254874957 · Participants: 12501Tiaa Retirement PlanYoung Men's Christian Association Retirement Fund Retirement Plan, Total assets ($B): 3.73565 · Participants: 43490Young Men's Christian Association Retirement Fund Retirement PlanMcKinsey & Company, Inc. (Mppp) Money Purchase Pension Plan, Total assets ($B): 1.981784839 · Participants: 15163McKinsey & Company, Inc. (Mppp) Money Purchase Pension PlanBrookhaven Science Associates, LLC Retirement Plan, Total assets ($B): 1.410735256 · Participants: 2473Brookhaven Science Associates, LLC Retirement PlanIron Workers Locals 40, 361 & 417 Annuity Fund, Total assets ($B): 1.151869619 · Participants: 4998Iron Workers Locals 40, 361 & 417 Annuity Fund
The Nab Money Purchase Pension Plan and Trust vs. nearby Money Purchase plans in New York, assets vs. participants
Compare The Nab Money Purchase Pension Plan and Trust side-by-side with 3 peers →

The Nab Money Purchase Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside New York, the nearest Money Purchase by assets is Charles R. Drew University of Medicine and Science Money Purchase Pension Plan in CA ($23M); by covered participants it is Momentous Institute Retirement Plan in TX (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 The Nab Money Purchase Pension Plan and Trust assets move in 2023? ▼
The Nab Money Purchase Pension Plan and Trust grew sharply - up 21.9% during 2023, from $18M to $22M. Reported net income was $4M.
How have The National Australia Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The National Australia Bank's sponsor-wide assets declined 1.8%, from $98M to $96M.
Where does The Nab Money Purchase Pension Plan and Trust rank by assets among Form 5500 filers? ▼
The Nab Money Purchase Pension Plan and Trust ranks in the 75th 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 Money Purchase plans are similar in size to The Nab Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Charles R. Drew University of Medicine and Science Money Purchase Pension Plan in CA ($23M, 107 participants).
Which Money Purchase plans cover a similar participant headcount to The Nab Money Purchase Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is Momentous Institute Retirement Plan in TX (104 participants, $8M 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 132901144.

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.