401(k) · DOL Form 5500 · 2023

National Restaurant Association 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
334
Participants Below avg headcount
88th
Percentile by assets National rank
$188,577
Avg per participant Above avg balance/head
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Official DOL plan name: National Restaurant Association Savings & Investment Plan · Sponsored by National Restaurant Association · District of Columbia · Other Services

$63M in assets, 334 participants

National Restaurant Association's National Restaurant Association Savings & Investment Plan reported $63M in total assets and 334 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,457 in Other Services (7,857 peers)

Coverage in District of Columbia

National Restaurant Association Savings & Investment Plan covers 334 participants in District of Columbia, about 23% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $63M.

#7,457
in Other Services (7,857 peers)
+18.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

National Restaurant Association Savings & Investment Plan's outsized position by total assets

National Restaurant Association Savings & Investment Plan vs every filed plan by assets

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

$62,984,759 Top 12% higher than 88% 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 Restaurant Association Savings & Investment 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. National Restaurant Association Savings & Investment Plan sits mid-pack in the medium band (334 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Restaurant Association Savings & Investment Plan reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • National Restaurant Association Savings & Investment Plan end-of-year assets rose from $53M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • National Restaurant Association Savings & Investment Plan reported participants rose from 299 in the plan year 2022 filing to 334 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 361525480 · National Restaurant Association PY 2023 · 401(k)

National Restaurant Association Savings & Investment Plan · $63M · 334 · 88th

  • SCH $63M
  • EBSA 334
  • PART 88th
  • TYPE 401(k)
  • NET near Port Townsend Paper Corp. Retirement Savings and Investment Plan and Trust
  • BOOK ind #7457

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 Other Services retirement plans → · Plans in District of Columbia →

National Restaurant Association Savings & Investment Plan in the asset neighbourhood

Quickbase, Inc 401(k) Plan$63MConnectiverx Retirement Savings PlanConnectiverx Retirement Savi…$63MNational Restaurant Association Savings & Investment PlanNational Restaurant Associat…$63MPort Townsend Paper Corp. Retirement Savings and Investment Plan and TrustPort Townsend Paper Corp. Re…$63MNew York Mets Employee Savings PlanNew York Mets Employee Savin…$63M
End-of-year total assets ($M) among National Restaurant Association Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$63M
Net Income$10M
Employer EIN361525480
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Restaurant Association)

Sponsor-wide plan assets over time

All National Restaurant Association plans reported in each filing year

Latest sponsor-wide plan assets
$71M 32.39320192620182% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $53.4M $70.7M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 299 $53M
2023 1 334 $63M
2024 1 353 $71M

Nearby 401(k) Plans in District of Columbia

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

National Restaurant Association Savings & Investment Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants National Restaurant Association Savings & Investment Plan, Total assets ($B): 0.062984759 · Participants: 334National Restaurant Association Savings & Investment PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
National Restaurant Association Savings & Investment Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

National Restaurant Association Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Port Townsend Paper Corp. Retirement Savings and Investment Plan and Trust in WA ($63M); by covered participants it is Investment Corporation of Palm Beach 401(k) Plan in FL (334 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (334 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 Restaurant Association Savings & Investment Plan assets move in 2023?
National Restaurant Association Savings & Investment Plan grew sharply - up 18.0% during 2023, from $53M to $63M. Reported net income was $10M.
How have National Restaurant Association plan assets changed over time?
Across 3 plan years on file (2022-2024), National Restaurant Association's sponsor-wide assets grew 32.4%, from $53M to $71M.
Where does National Restaurant Association Savings & Investment Plan rank by assets among Form 5500 filers?
National Restaurant Association Savings & Investment Plan ranks in the 88th 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 National Restaurant Association Savings & Investment Plan?
Among 401(k) plans in other states, the closest by assets is Port Townsend Paper Corp. Retirement Savings and Investment Plan and Trust in WA ($63M, 293 participants).
Which 401(k) plans cover a similar participant headcount to National Restaurant Association Savings & Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is Investment Corporation of Palm Beach 401(k) Plan in FL (334 participants, $12M in assets).