401(k) · DOL Form 5500 · 2023

National Wholesale Supply, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 389
Participants Below avg headcount: 43rd
Percentile by assets National rank: $12,193
Avg per participant Low balance/head

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Official DOL plan name: National Wholesale 401(k) Plan · Sponsored by National Wholesale Supply, Inc. · Texas · Wholesale Trade

$5M in assets, 389 participants

National Wholesale Supply, Inc.'s National Wholesale 401(k) Plan reported $5M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#2,057 in Wholesale Trade (6,309 peers)

National Wholesale Supply, Inc. multi-year trail

National Wholesale Supply, Inc.'s plans moved +41.7% in assets from 2022 to 2023; this filing shows National Wholesale 401(k) Plan at $5M / 389 participants.

#2,057
in Wholesale Trade (6,309 peers): +41.7%
assets growth YoY

National Wholesale 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

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

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

$4,743,087 43rd percentile higher than 43% 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

National Wholesale 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 Wholesale 401(k) Plan sits mid-pack in the medium band (389 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%)

National Wholesale 401(k) Plan reported net income rose from -$256K in the plan year 2022 filing to $1M in the plan year 2023 filing.
National Wholesale 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
National Wholesale 401(k) Plan reported participants rose from 355 in the plan year 2022 filing to 389 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 820542282 · National Wholesale Supply, Inc. PY 2023 · 401(k)

National Wholesale 401(k) Plan · $5M · 389 · 43rd

BOY $5M
SCH 389
EBSA 43rd
PART 401(k)
TYPE near Jack Lawton, LLC 401(k) Retirement Plan
NET ind #2057

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 Wholesale Trade retirement plans → · Plans in Texas →

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

National Wholesale Supply, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $5M 41.662114427318336% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	355	$3M
2023	1	389	$5M

National Wholesale Supply, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	820542282
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

National Wholesale 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

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

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

Outside Texas, the nearest 401(k) by assets is Jack Lawton, LLC 401(k) Retirement Plan in LA ($5M); by covered participants it is Dura Bond Retirement Savings Plan in PA (389 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Jack Lawton, LLC 401(k) Retirement Plan (LA) $5M · 11
Wirt County Health Association, Inc. 401(k) Plan (WV) $5M · 136
Columbia Cedar, Inc. 401(k) Plan (WA) $5M · 92
1st Electric 401(k) Plan (CO) $5M · 96

Similar participant headcount

Nearest other-state filings by covered participants (389 participants); asset peers above are excluded.

Dura Bond Retirement Savings Plan (PA) 389 · 0 off
Thoughtspot Inc 401(k) Profit Sharing Plan & Trust (CA) 389 · 0 off
Tribute Home Care, LLC 401(k) Profit Sharing Plan & Trust (MA) 389 · 0 off
Caribou 401(k) Plan (DC) 389 · 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 National Wholesale 401(k) Plan assets move in 2023? ▼

National Wholesale 401(k) Plan surged - up 41.7% during 2023, from $3M to $5M. Reported net income was $1M.

How have National Wholesale Supply, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), National Wholesale Supply, Inc.'s sponsor-wide assets grew 41.7%, from $3M to $5M.

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

Among 401(k) plans in other states, the closest by assets is Jack Lawton, LLC 401(k) Retirement Plan in LA ($5M, 11 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Dura Bond Retirement Savings Plan in PA (389 participants, $27M 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 820542282.