401(k) · DOL Form 5500 · 2023

National Association of State Boards of Accountancy, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
115
Participants Small participant base
76th
Percentile by assets National rank
$208,224
Avg per participant Above avg balance/head
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Official DOL plan name: Nasba Employee 401(k) Plan · Sponsored by National Association of State Boards of Accountancy, Inc. · Tennessee · Professional & Technical Services

$24M in assets, 115 participants

National Association of State Boards of Accountancy, Inc.'s Nasba Employee 401(k) Plan reported $24M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #15,459 in Professional & Technical Services (20,321 peers)

Coverage in Tennessee

Nasba Employee 401(k) Plan covers 115 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $24M.

#15,459
in Professional & Technical Services (20,321 peers)
+18.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Nasba Employee 401(k) Plan's outsized position by total assets

Nasba Employee 401(k) Plan vs every filed plan by assets

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

$23,945,771 Top 24% higher than 76% 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

Nasba Employee 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. Nasba Employee 401(k) Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nasba Employee 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Nasba Employee 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Nasba Employee 401(k) Plan reported participants fell from 124 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133448166 · National Association of State Boards of Accountancy, Inc. PY 2023 · 401(k)

Nasba Employee 401(k) Plan · $24M · 115 · 76th

  • RANK $24M
  • PHOTO 115
  • IND 76th
  • EOY 401(k)
  • 5500 near Carrier Process Equipment Group, Inc. 401(k) Plan and Trust
  • ASSETS ind #15459

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Nasba Employee 401(k) Plan in the asset neighbourhood

Nasba Employee 401(k) Plan$24MSweetgreen, Inc. 401(k) Plan$24MAscendum Machinery, Inc. 401(k) PlanAscendum Machinery, Inc. 401…$24MAchronix Semiconductor 401(k) PlanAchronix Semiconductor 401(k…$24MCarrier Process Equipment Group, Inc. 401(k) Plan and TrustCarrier Process Equipment Gr…$24M
End-of-year total assets ($M) among Nasba Employee 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN133448166
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Association of State Boards of Accountancy, Inc.)

Sponsor-wide plan assets over time

All National Association of State Boards of Accountancy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 41.60416928018021% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.2M $28.6M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 124 $20M
2023 1 115 $24M
2024 1 123 $29M

Nearby 401(k) Plans in Tennessee

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

Nasba Employee 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Nasba Employee 401(k) Plan, Total assets ($B): 0.023945771 · Participants: 115Nasba Employee 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Nasba Employee 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Nasba Employee 401(k) Plan side-by-side with 3 peers →

Nasba Employee 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Carrier Process Equipment Group, Inc. 401(k) Plan and Trust in KY ($24M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Nasba Employee 401(k) Plan assets move in 2023? ▼
Nasba Employee 401(k) Plan grew sharply - up 18.8% during 2023, from $20M to $24M. Reported net income was $4M.
How have National Association of State Boards of Accountancy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Association of State Boards of Accountancy, Inc.'s sponsor-wide assets grew 41.6%, from $20M to $29M.
Where does Nasba Employee 401(k) Plan rank by assets among Form 5500 filers? ▼
Nasba Employee 401(k) Plan ranks in the 76th 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 401(k) plans are similar in size to Nasba Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carrier Process Equipment Group, Inc. 401(k) Plan and Trust in KY ($24M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Nasba Employee 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 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 133448166.

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.