Defined Benefit (Pension) · DOL Form 5500 · 2023

National Australia Bank Limited Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
14
Participants Small participant base
81st
Percentile by assets National rank
$2.4M
Avg per participant High balance/head
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Official DOL plan name: National Australia Bank Limited Pension Plan · Sponsored by National Australia Bank Limited · New York · Finance & Insurance

$34M in assets, 14 participants

National Australia Bank Limited's National Australia Bank Limited Pension Plan reported $34M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,275 in Finance & Insurance (8,869 peers)

Where National Australia Bank Limited Pension Plan sits by assets

National Australia Bank Limited Pension Plan sits in the top quartile of all filed plans by assets, $34M for 14 participants (~$2.4M/participant), up 4.9% in 2023.

#6,275
in Finance & Insurance (8,869 peers)
+4.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

National Australia Bank Limited Pension Plan's outsized position by total assets

National Australia Bank Limited Pension Plan vs every filed plan by assets

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

$33,871,085 Top 19% higher than 81% 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 Australia Bank Limited Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Australia Bank Limited Pension Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Australia Bank Limited Pension Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • National Australia Bank Limited Pension Plan reported participants fell from 16 in the plan year 2022 filing to 14 in the plan year 2023 filing.
  • National Australia Bank Limited Pension Plan end-of-year assets rose from $32M in the plan year 2022 filing to $34M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 132901144 · National Australia Bank Limited PY 2023 · Defined Benefit (Pension)

National Australia Bank Limited Pension Plan · $34M · 14 · 81st

  • ASSETS $34M
  • PCT 14
  • EIN 81st
  • RANK Defined Benefit (Pension)
  • PHOTO near Pension Plan for Employees of the Charles Stewart Mott Foundation
  • IND ind #6275

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 →

National Australia Bank Limited Pension Plan in the asset neighbourhood

Abound Federal Credit Union Defined Benefit Plan and TrustAbound Federal Credit Union …$34MNational Australia Bank Limited Pension PlanNational Australia Bank Limi…$34MPension Plan for Employees of the Charles Stewart Mott FoundationPension Plan for Employees o…$34MMoneygram Pension Plan$34MNational Federation of Independent Business Retirement PlanNational Federation of Indep…$34M
End-of-year total assets ($M) among National Australia Bank Limited Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$34M
Net Income$2M
Employer EIN132901144
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Australia Bank Limited)

Sponsor-wide plan assets over time

All National Australia Bank Limited 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 Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

National Australia Bank Limited Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants National Australia Bank Limited Pension Plan, Total assets ($B): 0.033871085 · Participants: 14National Australia Bank Limited Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
National Australia Bank Limited Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare National Australia Bank Limited Pension Plan side-by-side with 3 peers →

National Australia Bank Limited Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of the Charles Stewart Mott Foundation in MI ($34M); by covered participants it is Pottsville Republican Inc. Pension Plan in PA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Australia Bank Limited Pension Plan assets move in 2023? ▼
National Australia Bank Limited Pension Plan edged up modestly - up 4.9% during 2023, from $32M to $34M. Reported net income was $2M.
How have National Australia Bank Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Australia Bank Limited's sponsor-wide assets declined 1.8%, from $98M to $96M.
Where does National Australia Bank Limited Pension Plan rank by assets among Form 5500 filers? ▼
National Australia Bank Limited Pension Plan ranks in the 81st 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 Defined Benefit (Pension) plans are similar in size to National Australia Bank Limited Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of the Charles Stewart Mott Foundation in MI ($34M, 67 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to National Australia Bank Limited Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pottsville Republican Inc. Pension Plan in PA (14 participants, N/A 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.