401(k) · DOL Form 5500 · 2023

Nasco Education LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 349
Participants Below avg headcount: 73rd
Percentile by assets National rank: $59,600
Avg per participant Low balance/head

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Official DOL plan name: Nasco 401(k) Plan · Sponsored by Nasco Education LLC · Wisconsin · Retail Trade

$21M in assets, 349 participants

Nasco Education LLC's Nasco 401(k) Plan reported $21M in total assets and 349 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

#7,003 in Retail Trade (8,414 peers)

Nasco Education LLC multi-year trail

Nasco Education LLC's plans moved -57.7% in assets from 2022 to 2024; this filing shows Nasco 401(k) Plan at $21M / 349 participants.

#7,003
in Retail Trade (8,414 peers): +9.2%
assets growth YoY

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

Nasco 401(k) Plan vs every filed plan by assets

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

$20,800,251 Top 27% higher than 73% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Nasco 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. Nasco 401(k) Plan sits mid-pack in the medium band (349 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Nasco 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Nasco 401(k) Plan reported participants fell from 413 in the plan year 2022 filing to 349 in the plan year 2023 filing.
Nasco 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 812923579 · Nasco Education LLC PY 2023 · 401(k)

Nasco 401(k) Plan · $21M · 349 · 73rd

EOY $21M
EOY 349
EOY 73rd
EOY 401(k)
EOY near IBEW Local Union 94 Annuity Fund
EOY ind #7003

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 Retail Trade retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Nasco 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nasco Education LLC multi-year asset trail

Latest sponsor-wide plan assets: $15M 57.656903758634485% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	493	$36M
2023	2	413	$38M
2024	1	53	$15M

Nasco Education LLC filing trail (2023)

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$21M
Net Income	$2M
Employer EIN	812923579
Plan Effective Date	1991-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Nasco 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Nasco 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is IBEW Local Union 94 Annuity Fund in NJ ($21M); by covered participants it is Csc Investments, LLC 401(k) Plan in TN (349 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

IBEW Local Union 94 Annuity Fund (NJ) $21M · 2,080
Suss Microtec, Inc 401(k) Plan (CA) $21M · 65
Sprague Retirement Plan (WA) $21M · 221
Ob-Gyn Associates of Erie 401(k) Profit Sharing Plan (PA) $21M · 133

Similar participant headcount

Nearest other-state filings by covered participants (349 participants); asset peers above are excluded.

Csc Investments, LLC 401(k) Plan (TN) 349 · 0 off
Afc Industries, Inc. Profit Sharing Plan (PA) 349 · 0 off
Doll Distributing LLC 401(k) Retirement Plan (IA) 349 · 0 off
Epsilon, Inc. 401(k) Plan (NC) 349 · 0 off

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 Nasco 401(k) Plan assets move in 2023? ▼

Nasco 401(k) Plan grew at a solid clip - up 9.2% during 2023, from $19M to $21M. Reported net income was $2M.

How have Nasco Education LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Nasco Education LLC's sponsor-wide assets declined 57.7%, from $36M to $15M.

Which 401(k) plans are similar in size to Nasco 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is IBEW Local Union 94 Annuity Fund in NJ ($21M, 2,080 participants).

Which 401(k) plans cover a similar participant headcount to Nasco 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Csc Investments, LLC 401(k) Plan in TN (349 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 812923579.