401(k) · DOL Form 5500 · 2023

National Multiple Sclerosis Society 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
787
Participants Near avg headcount
91st
Percentile by assets National rank
$115,579
Avg per participant Below avg balance/head
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Official DOL plan name: National Ms Society 401(k) Plan · Sponsored by National Multiple Sclerosis Society · New York · Educational Services

$91M in assets, 787 participants

National Multiple Sclerosis Society's National Ms Society 401(k) Plan reported $91M in total assets and 787 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #3,121 in Educational Services (3,735 peers)

Where National Ms Society 401(k) Plan sits by assets

National Ms Society 401(k) Plan sits in the top 10% of all filed plans by assets, $91M for 787 participants (~$115,579/participant), up 18.8% in 2023.

#3,121
in Educational Services (3,735 peers)
+18.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

National Ms Society 401(k) Plan's outsized position by total assets

National Ms Society 401(k) Plan vs every filed plan by assets

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

$90,960,982 Top 9% higher than 91% 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 Ms Society 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. National Ms Society 401(k) Plan sits mid-pack in the medium band (787 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Ms Society 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • National Ms Society 401(k) Plan end-of-year assets rose from $77M in the plan year 2022 filing to $91M in the plan year 2023 filing.
  • National Ms Society 401(k) Plan reported participants rose from 716 in the plan year 2022 filing to 787 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 135661935 · National Multiple Sclerosis Society PY 2023 · 401(k)

National Ms Society 401(k) Plan · $91M · 787 · 91st

  • PART $91M
  • PART 787
  • PART 91st
  • PART 401(k)
  • PART near Pella Regional Health Center 401(k) Plan
  • PART ind #3121

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 New York →

National Ms Society 401(k) Plan in the asset neighbourhood

Woodland Clinic Medical Group 401(k) PlanWoodland Clinic Medical Grou…$91MNational Ms Society 401(k) PlanNational Ms Society 401(k) P…$91MPella Regional Health Center 401(k) PlanPella Regional Health Center…$91MConner & Winters 401(k) Retirement PlanConner & Winters 401(k) Reti…$91MThe Cook & Boardman Group, LLC 401(k) PlanThe Cook & Boardman Group, L…$91M
End-of-year total assets ($M) among National Ms Society 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$91M
Net Income$14M
Employer EIN135661935
Plan Effective Date2015-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Multiple Sclerosis Society)

Sponsor-wide plan assets over time

All National Multiple Sclerosis Society plans reported in each filing year

Latest sponsor-wide plan assets
$95M 23.509409254605345% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $76.6M $94.6M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 716 $77M
2023 1 787 $91M
2024 1 834 $95M

Nearby 401(k) Plans in New York

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

National Ms Society 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants National Ms Society 401(k) Plan, Total assets ($B): 0.090960982 · Participants: 787National Ms Society 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
National Ms Society 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare National Ms Society 401(k) Plan side-by-side with 3 peers →

National Ms Society 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pella Regional Health Center 401(k) Plan in IA ($91M); by covered participants it is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (787 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 Ms Society 401(k) Plan assets move in 2023? ▼
National Ms Society 401(k) Plan grew sharply - up 18.8% during 2023, from $77M to $91M. Reported net income was $14M.
How have National Multiple Sclerosis Society plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Multiple Sclerosis Society's sponsor-wide assets grew 23.5%, from $77M to $95M.
Where does National Ms Society 401(k) Plan rank by assets among Form 5500 filers? ▼
National Ms Society 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to National Ms Society 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pella Regional Health Center 401(k) Plan in IA ($91M, 827 participants).
Which 401(k) plans cover a similar participant headcount to National Ms Society 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants, $71M 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 135661935.

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.