Defined Benefit (Pension) · DOL Form 5500 · 2024
National Federation of Independent Business, Inc. Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 13
- Participants Small participant base
Official DOL plan name: National Federation of Independent Business Retirement Plan · Sponsored by National Federation of Independent Business, Inc. · Tennessee · Other Services
N/A in assets, 13 participants
National Federation of Independent Business, Inc.'s National Federation of Independent Business Retirement Plan reported N/A in total assets and 13 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
National Federation of Independent Business, Inc. multi-year trail
National Federation of Independent Business, Inc.'s plans moved -29.6% in assets from 2022 to 2024; this filing shows National Federation of Independent Business Retirement Plan at N/A / 13 participants.
- -$34M
- reported net income
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
National Federation of Independent Business Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Federation of Independent Business Retirement Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- National Federation of Independent Business Retirement Plan reported participants fell from 108 in the plan year 2023 filing to 13 in the plan year 2024 filing.
- National Federation of Independent Business Retirement Plan reported net income rose from -$42M in the plan year 2023 filing to -$34M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 940707299 · National Federation of Independent Business, Inc. PY 2024 · Defined Benefit (Pension)
National Federation of Independent Business Retirement Plan · N/A · 13
- PHOTO N/A
- IND 13
- EOY PY 2024
- 5500 Defined Benefit (Pension)
- ASSETS near Electric Motor Sales & Service, Inc. Cash Balance Plan
- PCT -$34M
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 Other Services retirement plans → · Plans in Tennessee →
National Federation of Independent Business, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All National Federation of Independent Business, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $113M 29.609708756247056% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 696 | $161M |
| 2023 | 2 | 688 | $136M |
| 2024 | 2 | 598 | $113M |
National Federation of Independent Business, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$34M |
| Employer EIN | 940707299 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.9B · 125,941
- Retirement Plan of International Paper Company $8.2B · 20,795
- Pace Industry Union-Management Pension Fund $2.8B · 3,134
- Pension Plan for Employees at Ornl $2.4B · 6,357
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,516
National Federation of Independent Business Retirement Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by covered participants is Electric Motor Sales & Service, Inc. Cash Balance Plan in MS (13 participants; this filing: 13 participants).
Similar participant headcount
Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.