401(k) · DOL Form 5500 · 2023

Nu North America, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
107
Participants Small participant base
64th
Percentile by assets National rank
$119,781
Avg per participant Near avg balance/head
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Official DOL plan name: Nu North America, Inc. 401(k) Plan · Sponsored by Nu North America, Inc. · North Carolina · Professional & Technical Services

$13M in assets, 107 participants

Nu North America, Inc.'s Nu North America, Inc. 401(k) Plan reported $13M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,820 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Nu North America, Inc. 401(k) Plan covers 107 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $13M.

#12,820
in Professional & Technical Services (20,321 peers)
+41.0%
assets growth YoY

Nu North America, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nu North America, Inc. 401(k) Plan vs every filed plan by assets

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

$12,816,596 Top 36% higher than 64% 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

Nu North America, Inc. 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. Nu North America, Inc. 401(k) Plan sits mid-pack in the medium band (107 participants).

Form 5500 schedule snapshot

Filing strip 463317828 · Nu North America, Inc. PY 2023 · 401(k)

Nu North America, Inc. 401(k) Plan · $13M · 107 · 64th

  • TYPE $13M
  • NET 107
  • BOOK 64th
  • VS-ST 401(k)
  • BOY near Cart.Com Retirement Plan
  • SCH ind #12820

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 North Carolina →

Nu North America, Inc. 401(k) Plan in the asset neighbourhood

Nu North America, Inc. 401(k) PlanNu North America, Inc. 401(k…$13MCart.Com Retirement Plan$13MSup 401(k) Plan$13MSb Architects 401(k) Profit Sharing PlanSb Architects 401(k) Profit …$13MAvalon Capital Group II, LLC 401(k) PlanAvalon Capital Group II, LLC…$13M
End-of-year total assets ($M) among Nu North America, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN463317828
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nu North America, Inc.)

Sponsor-wide plan assets over time

All Nu North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 8.348956306339064% vs 2023
2024 filing year
$12.5M$13M$13.5M$14M 20232024 $12.8M $13.9M ▲ +8.3%
Year Plans Participants Total Assets
2023 1 107 $13M
2024 1 87 $14M

Nearby 401(k) Plans in North Carolina

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

Nu North America, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Nu North America, Inc. 401(k) Plan, Total assets ($B): 0.012816596 · Participants: 107Nu North America, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Nu North America, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Nu North America, Inc. 401(k) Plan side-by-side with 3 peers →

Nu North America, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cart.Com Retirement Plan in TX ($13M); by covered participants it is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Nu North America, Inc. 401(k) Plan assets move in 2023? ▼
Nu North America, Inc. 401(k) Plan surged - up 41.0% during 2023, from $9M to $13M. Reported net income was $4M.
How have Nu North America, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Nu North America, Inc.'s sponsor-wide assets grew 8.3%, from $13M to $14M.
Which 401(k) plans are similar in size to Nu North America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cart.Com Retirement Plan in TX ($13M, 888 participants).
Which 401(k) plans cover a similar participant headcount to Nu North America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northern Architectural Systems, Inc. 401(k) Plan in NJ (107 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 463317828.

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.