401(k) · DOL Form 5500 · 2024
National Loan Investors, L.P. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $353,348
- Avg per participant High balance/head
Official DOL plan name: National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust · Sponsored by National Loan Investors, L.P. · Oklahoma · Professional & Technical Services
$2M in assets, 7 participants
National Loan Investors, L.P.'s National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #5,631 in Professional & Technical Services (20,173 peers)
National Loan Investors, L.P. multi-year trail
National Loan Investors, L.P.'s plans moved -50.4% in assets from 2022 to 2024; this filing shows National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust at $2M / 7 participants.
- #5,631
- in Professional & Technical Services (20,173 peers)
- -23.9%
- assets change YoY
The plan reported a net loss of $778K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets
National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,473,436 32nd percentile higher than 32% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust is a micro filing (7 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2023 filing to -$778K in the plan year 2024 filing.
- National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust reported participants fell from 11 in the plan year 2023 filing to 7 in the plan year 2024 filing.
- National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 731334743 · National Loan Investors, L.P. PY 2024 · 401(k)
National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust · $2M · 7 · 32nd
- IND $2M
- IND 7
- IND 32nd
- IND 401(k)
- IND near Central Vermont Eyecare 401(k) Plan
- IND ind #5631
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 Professional & Technical Services retirement plans → · Plans in Oklahoma →
National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
National Loan Investors, L.P. multi-year asset trail
Sponsor-wide plan assets over time
All National Loan Investors, L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 50.3744234777284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $5M |
| 2023 | 1 | 11 | $3M |
| 2024 | 1 | 7 | $2M |
National Loan Investors, L.P. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$778K |
| Employer EIN | 731334743 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $4.8B · 13,369
- The Williams Investment Plus Plan $2.0B · 5,204
- Oneok, Inc. 401(k) Plan $1.4B · 4,756
- Bok Financial 401(k) Plan $1.2B · 4,907
- Devon Energy Corporation Incentive Savings Plan $1.1B · 1,958
National Loan Investors, L.P. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Central Vermont Eyecare 401(k) Plan in VT ($2M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Nexvisionix, Inc. 401(k) Plan (CA) 7 · 0 off
- Aguirre Engineering Inc Profit Sharing Plan (CA) 7 · 0 off
- Cz14, Inc. 401(k) Plan (DE) 7 · 0 off
- Jersey Auto Supply Inc. 401(k) Plan (NJ) 7 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.