401(k) · DOL Form 5500 · 2023

National Arbor Day Foundation 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
461
Participants Below avg headcount
69th
Percentile by assets National rank
$36,278
Avg per participant Low balance/head
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Official DOL plan name: National Arbor Day Foundation 401(k) Plan and Trust · Sponsored by National Arbor Day Foundation · Nebraska · Educational Services

$17M in assets, 461 participants

National Arbor Day Foundation's National Arbor Day Foundation 401(k) Plan and Trust reported $17M in total assets and 461 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #1,937 in Educational Services (3,735 peers)

National Arbor Day Foundation multi-year trail

National Arbor Day Foundation's plans moved +44.2% in assets from 2022 to 2024; this filing shows National Arbor Day Foundation 401(k) Plan and Trust at $17M / 461 participants.

#1,937
in Educational Services (3,735 peers)
+23.6%
assets growth YoY

National Arbor Day Foundation 401(k) Plan and Trust's outsized position by total assets

National Arbor Day Foundation 401(k) Plan and Trust vs every filed plan by assets

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

$16,724,191 Top 31% higher than 69% 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 Arbor Day Foundation 401(k) 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. National Arbor Day Foundation 401(k) Plan and Trust sits mid-pack in the medium band (461 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Arbor Day Foundation 401(k) Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • National Arbor Day Foundation 401(k) Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • National Arbor Day Foundation 401(k) Plan and Trust reported participants rose from 447 in the plan year 2022 filing to 461 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 237169265 · National Arbor Day Foundation PY 2023 · 401(k)

National Arbor Day Foundation 401(k) Plan and Trust · $17M · 461 · 69th

  • PHOTO $17M
  • PHOTO 461
  • PHOTO 69th
  • PHOTO 401(k)
  • PHOTO near Sei-Group 401(k) Plan and Trust
  • PHOTO ind #1937

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 Educational Services retirement plans → · Plans in Nebraska →

National Arbor Day Foundation 401(k) Plan and Trust in the asset neighbourhood

Automall Payroll Services Ltd 401(k) Plan and TrustAutomall Payroll Services Lt…$17MPremier Holdings, LLC 401(k) Retirement Savings PlanPremier Holdings, LLC 401(k)…$17MNational Arbor Day Foundation 401(k) Plan and TrustNational Arbor Day Foundatio…$17MSei-Group 401(k) Plan and TrustSei-Group 401(k) Plan and Tr…$17MThe Berkshire Bank 401(k)/Profit Sharing PlanThe Berkshire Bank 401(k)/Pr…$17M
End-of-year total assets ($M) among National Arbor Day Foundation 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

National Arbor Day Foundation multi-year asset trail

Sponsor-wide plan assets over time

All National Arbor Day Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$20M 44.18708230990046% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.5M $19.5M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 447 $14M
2023 1 461 $17M
2024 1 457 $20M

National Arbor Day Foundation filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN237169265
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

National Arbor Day Foundation 401(k) Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants National Arbor Day Foundation 401(k) Plan and Trust, Total assets ($B): 0.016724191 · Participants: 461National Arbor Day Foundation 401(k) Plan and TrustHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
National Arbor Day Foundation 401(k) Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare National Arbor Day Foundation 401(k) Plan and Trust side-by-side with 3 peers →

National Arbor Day Foundation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Sei-Group 401(k) Plan and Trust in FL ($17M); by covered participants it is Kraus-Anderson, Incorporated Savings Plan in MN (461 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (461 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 Arbor Day Foundation 401(k) Plan and Trust assets move in 2023? ▼
National Arbor Day Foundation 401(k) Plan and Trust grew sharply - up 23.6% during 2023, from $14M to $17M. Reported net income was $3M.
How have National Arbor Day Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Arbor Day Foundation's sponsor-wide assets grew 44.2%, from $14M to $20M.
Which 401(k) plans are similar in size to National Arbor Day Foundation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sei-Group 401(k) Plan and Trust in FL ($17M, 99 participants).
Which 401(k) plans cover a similar participant headcount to National Arbor Day Foundation 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Kraus-Anderson, Incorporated Savings Plan in MN (461 participants, $113M 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 237169265.

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.