401(k) · DOL Form 5500 · 2023

National College of Business & Technology Company, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
304
Participants Below avg headcount
28th
Percentile by assets National rank
$5,350
Avg per participant Low balance/head
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Official DOL plan name: National University College 401(k) Plan · Sponsored by National College of Business & Technology Company, Inc. · Puerto Rico · Educational Services

$2M in assets, 304 participants

National College of Business & Technology Company, Inc.'s National University College 401(k) Plan reported $2M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #676 in Educational Services (3,735 peers)

Coverage in Puerto Rico

National University College 401(k) Plan covers 304 participants in Puerto Rico, 3.4x the typical Puerto Rico plan (state average ~89 per filing). Assets: $2M.

#676
in Educational Services (3,735 peers)
+64.9%
assets growth YoY

National University College 401(k) Plan among the smaller filed plans by assets

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

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

$1,626,501 28th percentile higher than 28% of 127,068 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 2023

National University College 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 University College 401(k) Plan sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National University College 401(k) Plan reported net income rose from $48K in the plan year 2022 filing to $632K in the plan year 2023 filing.
  • National University College 401(k) Plan end-of-year assets rose from $986K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • National University College 401(k) Plan reported participants rose from 287 in the plan year 2022 filing to 304 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 660394377 · National College of Business & Technology Company, Inc. PY 2023 · 401(k)

National University College 401(k) Plan · $2M · 304 · 28th

  • RANK $2M
  • RANK 304
  • RANK 28th
  • RANK 401(k)
  • RANK near Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust
  • RANK ind #676

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 Puerto Rico →

National University College 401(k) Plan in the asset neighbourhood

National University College 401(k) PlanNational University College …$2MTabr Capital Management LLC 401(k) Profit Sharing Plan & TrustTabr Capital Management LLC …$2MPeralta Foods Inc. 401(k) PlanPeralta Foods Inc. 401(k) Pl…$2MBellofram Corporation Hourly 401(k) PlanBellofram Corporation Hourly…$2MMss Electronics Inc 401(k) Profit Sharing Plan & TrustMss Electronics Inc 401(k) P…$2M
End-of-year total assets ($M) among National University College 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$986K
Net Assets (End of Year)$2M
Net Income$632K
Employer EIN660394377
Plan Effective Date2009-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (National College of Business & Technology Company, Inc.)

Sponsor-wide plan assets over time

All National College of Business & Technology Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 134.8073283068067% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.99M $2.32M ▲ +134.3%
Year Plans Participants Total Assets
2022 1 287 $986K
2023 1 304 $2M
2024 1 399 $2M

Nearby 401(k) Plans in Puerto Rico

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

National University College 401(k) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants National University College 401(k) Plan, Total assets ($M): 1.626501 · Participants: 304National University College 401(k) PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
National University College 401(k) Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare National University College 401(k) Plan side-by-side with 3 peers →

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

Outside Puerto Rico, the nearest 401(k) by assets is Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust in CA ($2M); by covered participants it is Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in OH (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 participants); asset peers above are excluded.

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 University College 401(k) Plan assets move in 2023? ▼
National University College 401(k) Plan surged - up 64.9% during 2023, from $986K to $2M. Reported net income was $632K.
How have National College of Business & Technology Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National College of Business & Technology Company, Inc.'s sponsor-wide assets grew 134.8%, from $986K to $2M.
Which 401(k) plans are similar in size to National University College 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tabr Capital Management LLC 401(k) Profit Sharing Plan & Trust in CA ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to National University College 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in OH (304 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 660394377.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.