401(k) · DOL Form 5500 · 2023

The National Benefit Corp 401(k) Plan

Data updated 2026-08-25

$60
Total assets Small plan by assets: N/A
Participants Small participant base: 0th
Percentile by assets National rank

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Official DOL plan name: The National Benefit Corp Retirement Plan · Sponsored by The National Benefit Corp · Iowa · Finance & Insurance

$60 in assets, N/A participants

The National Benefit Corp's The National Benefit Corp Retirement Plan reported $60 in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 0th 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 in Finance & Insurance (8,869 peers)

2023 asset change

The National Benefit Corp Retirement Plan contracted severely 100.0% in 2023 ($427K → $60) for N/A participants.

#7
in Finance & Insurance (8,869 peers): -100.0%
assets change YoY

The plan reported a net loss of $427K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The National Benefit Corp Retirement Plan among the smaller filed plans by assets

The National Benefit Corp Retirement Plan vs every filed plan by assets

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

$60 0th percentile higher than 0% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

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%)

The National Benefit Corp Retirement Plan reported participants fell from 23 in the plan year 2022 filing to N/A in the plan year 2023 filing.
The National Benefit Corp Retirement Plan end-of-year assets fell from $427K in the plan year 2022 filing to $60 in the plan year 2023 filing.
The National Benefit Corp Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to -$427K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 421103447 · The National Benefit Corp PY 2023 · 401(k)

The National Benefit Corp Retirement Plan · $60 · N/A · 0th

IND $60
IND N/A
IND 0th
IND 401(k)
IND near Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan
IND ind #7

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 Finance & Insurance retirement plans → · Plans in Iowa →

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

The National Benefit Corp years around the 2023 move

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	23	$427K
2023	1	N/A	$60
2024	1	N/A	N/A

2023 asset-move particulars

Total Assets (Beginning of Year)	$427K
Net Assets (End of Year)	$60
Net Income	-$427K
Employer EIN	421103447
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Iowa

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

The National Benefit Corp Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare The National Benefit Corp Retirement Plan side-by-side with 3 peers →

The National Benefit Corp Retirement Plan's closest out-of-state 401(k) peers by assets

Outside Iowa, the nearest 401(k) by end-of-year assets is Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan in TN at $61 (this filing: $60).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60 here).

Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan (TN) $61 · 3
Full Service Hotels 401(k) Program (LA) $59 · 6,054
Bp Starfish Inc 401(k) Profit Sharing Plan (IN) $58 · 2
Crockett National Bank 401(k) Profit Sharing Plan (TX) $62 · N/A

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 The National Benefit Corp Retirement Plan assets move in 2023? ▼

The National Benefit Corp Retirement Plan contracted severely - down 100.0% during 2023, from $427K to $60. Reported net income was -$427K.

Where does The National Benefit Corp Retirement Plan rank by assets among Form 5500 filers? ▼

The National Benefit Corp Retirement Plan ranks in the 0th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to The National Benefit Corp Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Donnelly Physical Therapy, Inc. 401(k) and Profit Sharing Plan in TN ($61, 3 participants).

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 421103447.