401(k) · DOL Form 5500 · 2023

North American Filtration Holdings LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
142
Participants Small participant base
60th
Percentile by assets National rank
$74,610
Avg per participant Below avg balance/head
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Official DOL plan name: North American Filtration and Subsidiaries 401(k) Plan · Sponsored by North American Filtration Holdings LLC · New Jersey · Management of Enterprises

$11M in assets, 142 participants

North American Filtration Holdings LLC's North American Filtration and Subsidiaries 401(k) Plan reported $11M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #441 in Management of Enterprises (1,137 peers)

Coverage in New Jersey

North American Filtration and Subsidiaries 401(k) Plan covers 142 participants in New Jersey, about 17% of the average New Jersey filer (state average ~844 per filing). Assets: $11M.

#441
in Management of Enterprises (1,137 peers)
+7.6%
assets growth YoY

North American Filtration and Subsidiaries 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

North American Filtration and Subsidiaries 401(k) Plan vs every filed plan by assets

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

$10,594,690 Top 40% higher than 60% 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

North American Filtration and Subsidiaries 401(k) 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 Filtration and Subsidiaries 401(k) Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North American Filtration and Subsidiaries 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $751K in the plan year 2023 filing.
  • North American Filtration and Subsidiaries 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 142 in the plan year 2023 filing.
  • North American Filtration and Subsidiaries 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 874393736 · North American Filtration Holdings LLC PY 2023 · 401(k)

North American Filtration and Subsidiaries 401(k) Plan · $11M · 142 · 60th

  • TYPE $11M
  • NET 142
  • BOOK 60th
  • VS-ST 401(k)
  • BOY near The Breeden Company, Inc. 401(k) Plan
  • SCH ind #441

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 Management of Enterprises retirement plans → · Plans in New Jersey →

North American Filtration and Subsidiaries 401(k) Plan in the asset neighbourhood

Encore Bank 401(k) Savings PlanEncore Bank 401(k) Savings P…$11MBlend360 LLC 401(k) Plan$11MNationwide It Services, Inc. 401(k) Profit Sharing PlanNationwide It Services, Inc.…$11MNorth American Filtration and Subsidiaries 401(k) PlanNorth American Filtration an…$11MThe Breeden Company, Inc. 401(k) PlanThe Breeden Company, Inc. 40…$11M
End-of-year total assets ($M) among North American Filtration and Subsidiaries 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$751K
Employer EIN874393736
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North American Filtration Holdings LLC)

Sponsor-wide plan assets over time

All North American Filtration Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 18.691954297381926% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.84M $11.7M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 113 $10M
2023 1 142 $11M
2024 1 149 $12M

Nearby 401(k) Plans in New Jersey

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

North American Filtration and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants North American Filtration and Subsidiaries 401(k) Plan, Total assets ($B): 0.01059469 · Participants: 142North American Filtration and Subsidiaries 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
North American Filtration and Subsidiaries 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare North American Filtration and Subsidiaries 401(k) Plan side-by-side with 3 peers →

North American Filtration and Subsidiaries 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is The Breeden Company, Inc. 401(k) Plan in VA ($11M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (142 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 North American Filtration and Subsidiaries 401(k) Plan assets move in 2023? ▼
North American Filtration and Subsidiaries 401(k) Plan grew at a solid clip - up 7.6% during 2023, from $10M to $11M. Reported net income was $751K.
How have North American Filtration Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North American Filtration Holdings LLC's sponsor-wide assets grew 18.7%, from $10M to $12M.
Which 401(k) plans are similar in size to North American Filtration and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Breeden Company, Inc. 401(k) Plan in VA ($11M, 258 participants).
Which 401(k) plans cover a similar participant headcount to North American Filtration and Subsidiaries 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 874393736.

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.