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

National Allied Workers Union Local 831 Savings an

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

Sponsored by Bot of the National Allied Workers Union Local 831 Savings and Retirem · Illinois · Professional & Technical Services

What the 2023 filing shows

National Allied Workers Union Local 831 Savings an holds $118K for 62 participants — about $1,901 per participant, down 6.9% over the 2023 plan year.

$118K
total plan assets (2023 EOY)
62
covered participants
$1,901
avg assets per participant
-6.9%
assets change YoY

The plan reported a net loss of $3K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$118K
Participants
62
State
Industry
Professional & Technical Services

What the Filing Says About National Allied Workers Union Local 831 Savings an

National Allied Workers Union Local 831 Savings an is a 401(k) retirement plan sponsored by Bot of the National Allied Workers Union Local 831 Savings and Retirem, headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $118K in total end-of-year assets and covers 62 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 900724512, and the plan has been effective since 2014-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $127K at the beginning of 2023 to $118K at year-end — a decline of 6.9%. Net assets (after liabilities) closed the year at $118K, with reported net income of $-3,447 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)$127K
Total Assets (End of Year)$118K
Net Assets (End of Year)$118K
Net Income$-3,447
Plan Type401(k)
Employer EIN900724512
Plan Effective Date2014-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bot of the National Allied Workers Union Local 831 Savings and Retirem)

Year Plans Participants Total Assets
2022 1 50 $127K
2023 1 62 $118K
2024 1 56 N/A

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Frequently Asked Questions

How much money is in the National Allied Workers Union Local 831 Savings an?
As of the 2023 Form 5500 filing, National Allied Workers Union Local 831 Savings an holds $118K in total assets with 62 participants. It is sponsored by Bot of the National Allied Workers Union Local 831 Savings and Retirem.
What type of plan is National Allied Workers Union Local 831 Savings an?
National Allied Workers Union Local 831 Savings an is a 401(k) plan. It has been effective since 2014-11-01. The plan is filed with the U.S. Department of Labor under EIN 900724512.
Who sponsors the National Allied Workers Union Local 831 Savings an?
National Allied Workers Union Local 831 Savings an is sponsored by Bot of the National Allied Workers Union Local 831 Savings and Retirem, located in Illinois. The sponsor's EIN is 900724512 and the plan operates in the Professional & Technical Services industry.
How did National Allied Workers Union Local 831 Savings an perform in 2023?
National Allied Workers Union Local 831 Savings an declined by 6.9% during 2023, moving from $127K to $118K in total assets. Net income was $-3,447.
Where can I find official filings for National Allied Workers Union Local 831 Savings an?
Official Form 5500 filings for National Allied Workers Union Local 831 Savings an are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 900724512 or plan name at efast.dol.gov.
How does National Allied Workers Union Local 831 Savings an compare to other plans?
You can compare National Allied Workers Union Local 831 Savings an against other 401(k) plans on the plan type page, or view plans in Illinois 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 900724512.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.