401(k) · DOL Form 5500 · 2022

National Arbor Day Foundation 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
447
Participants Below avg headcount
71st
Percentile by assets National rank
$30,278
Avg per participant Low balance/head
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Official DOL plan name: National Arbor Day Foundation 401(k) Plan and Trust · Sponsored by National Arbor Day Foundation · Nebraska · Educational Services

$14M in assets, 447 participants

National Arbor Day Foundation's National Arbor Day Foundation 401(k) Plan and Trust reported $14M in total assets and 447 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,131 in Educational Services (4,024 peers)

National Arbor Day Foundation multi-year trail

National Arbor Day Foundation's plans moved +44.2% in assets from 2022 to 2024; this filing shows National Arbor Day Foundation 401(k) Plan and Trust at $14M / 447 participants.

#2,131
in Educational Services (4,024 peers)
-9.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Arbor Day Foundation 401(k) Plan and Trust's outsized position by total assets

National Arbor Day Foundation 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,534,107 Top 29% higher than 71% of 139,123 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 2022

National Arbor Day Foundation 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Arbor Day Foundation 401(k) Plan and Trust sits mid-pack in the medium band (447 participants).

EBSA filing schedule strip

Filing strip 237169265 · National Arbor Day Foundation PY 2022 · 401(k)

National Arbor Day Foundation 401(k) Plan and Trust · $14M · 447 · 71st

  • IND $14M
  • IND 447
  • IND 71st
  • IND 401(k)
  • IND near Retirement Savings Plan of Golden Corral Corporation
  • IND ind #2131

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 Nebraska →

National Arbor Day Foundation 401(k) Plan and Trust in the asset neighbourhood

Crea, LLC Retirement Readiness 401(k) PlanCrea, LLC Retirement Readine…$14MNational Arbor Day Foundation 401(k) Plan and TrustNational Arbor Day Foundatio…$14MRetirement Savings Plan of Golden Corral CorporationRetirement Savings Plan of G…$14MBottcher America Corporation 401(k) PlanBottcher America Corporation…$14MFirst Orion Corp. 401(k) Plan$14M
End-of-year total assets ($M) among National Arbor Day Foundation 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

National Arbor Day Foundation multi-year asset trail

Sponsor-wide plan assets over time

All National Arbor Day Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$20M 44.18708230990046% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $13.5M $19.5M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 447 $14M
2023 1 461 $17M
2024 1 457 $20M

National Arbor Day Foundation filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN237169265
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

National Arbor Day Foundation 401(k) Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants National Arbor Day Foundation 401(k) Plan and Trust, Total assets ($B): 0.013534107 · Participants: 447National Arbor Day Foundation 401(k) Plan and TrustHdr, Inc. Best Plan and ESOP, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan and ESOPUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreement Employee 401(k) Retirement Thrift PlanPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, Inc. Retirement Savings PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.763501259 · Participants: 4605First National of Nebraska, Inc. First Savings Plan
National Arbor Day Foundation 401(k) Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants

National Arbor Day Foundation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Retirement Savings Plan of Golden Corral Corporation in NC ($14M); by covered participants it is Bakersfield Heart Hospital 401(k) Plan in CA (447 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (447 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Arbor Day Foundation 401(k) Plan and Trust assets move in 2022?
National Arbor Day Foundation 401(k) Plan and Trust pulled back noticeably - down 9.2% during 2022, from $15M to $14M. Reported net income was -$1M.
How have National Arbor Day Foundation plan assets changed over time?
Across 3 plan years on file (2022-2024), National Arbor Day Foundation's sponsor-wide assets grew 44.2%, from $14M to $20M.
Which 401(k) plans are similar in size to National Arbor Day Foundation 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan of Golden Corral Corporation in NC ($14M, 73 participants).
Which 401(k) plans cover a similar participant headcount to National Arbor Day Foundation 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Bakersfield Heart Hospital 401(k) Plan in CA (447 participants, N/A in assets).