Other · DOL Form 5500 · 2024

National Conference of Bar Examiners Retirement Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
143
Participants Small participant base
76th
Percentile by assets National rank
$189,382
Avg per participant Above avg balance/head
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Official DOL plan name: National Conference of Bar Examiners 403(b) Plan · Sponsored by National Conference of Bar Examiners · Wisconsin · Educational Services

$27M in assets, 143 participants

National Conference of Bar Examiners's National Conference of Bar Examiners 403(b) Plan reported $27M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #2,179 in Educational Services (3,638 peers)

Coverage in Wisconsin

National Conference of Bar Examiners 403(b) Plan covers 143 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $27M.

#2,179
in Educational Services (3,638 peers)
+11.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

National Conference of Bar Examiners 403(b) Plan's outsized position by total assets

National Conference of Bar Examiners 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$27,081,636 Top 24% higher than 76% of 123,620 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 2024

National Conference of Bar Examiners 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Conference of Bar Examiners 403(b) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Conference of Bar Examiners 403(b) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • National Conference of Bar Examiners 403(b) Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • National Conference of Bar Examiners 403(b) Plan reported participants rose from 130 in the plan year 2023 filing to 143 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 362472009 · National Conference of Bar Examiners PY 2024 · Other

National Conference of Bar Examiners 403(b) Plan · $27M · 143 · 76th

  • TYPE $27M
  • NET 143
  • BOOK 76th
  • VS-ST Other
  • BOY near The Andrew W. Mellon Foundation Savings Plan
  • SCH ind #2179

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 Wisconsin →

National Conference of Bar Examiners 403(b) Plan in the asset neighbourhood

Guthrie Theater Foundation 403(b) Retirement PlanGuthrie Theater Foundation 4…$27MNational Conference of Bar Examiners 403(b) PlanNational Conference of Bar E…$27MThe Andrew W. Mellon Foundation Savings PlanThe Andrew W. Mellon Foundat…$27MMiddlesex School Savings Plan$27MSection 403(b) Retirement Plan for Employees of Odyssey House, Inc.Section 403(b) Retirement Pl…$27M
End-of-year total assets ($M) among National Conference of Bar Examiners 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN362472009
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Conference of Bar Examiners)

Sponsor-wide plan assets over time

All National Conference of Bar Examiners plans reported in each filing year

Latest sponsor-wide plan assets
$27M 40.62249735764585% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.3M $27.1M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 111 $19M
2023 1 130 $24M
2024 1 143 $27M

Nearby Other Plans in Wisconsin

Peer Other plans, same state, same plan type, ranked by total assets.

National Conference of Bar Examiners 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -10123 Total assets ($B) Participants National Conference of Bar Examiners 403(b) Plan, Total assets ($B): 0.027081636 · Participants: 143National Conference of Bar Examiners 403(b) PlanThe Medical College of Wisconsin, Inc. Retirement Plan, Total assets ($B): 2.596857221 · Participants: 6796The Medical College of Wisconsin, Inc. Retirement PlanFroedtert Health, Inc. 403(b) Plan, Total assets ($B): 2.179088919 · Participants: 15736Froedtert Health, Inc. 403(b) PlanUniversity of Wisconsin Medical Foundation Physicians Retirement Plan, Total assets ($B): 1.422494344 · Participants: 2091University of Wisconsin Medical Foundation Physicians Retirement PlanChildren's Hospital and Health System Shared Retirement Savings Plan, Total assets ($B): 1.013041993 · Participants: 6717Children's Hospital and Health System Shared Retirement Savings PlanMarquette University Retirement Plan, Total assets ($B): 0.926033149 · Participants: 3173Marquette University Retirement Plan
National Conference of Bar Examiners 403(b) Plan vs. nearby Other plans in Wisconsin, assets vs. participants
Compare National Conference of Bar Examiners 403(b) Plan side-by-side with 3 peers →

National Conference of Bar Examiners 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Wisconsin, the nearest Other by assets is The Andrew W. Mellon Foundation Savings Plan in NY ($27M); by covered participants it is Community Action, Inc. Tax Sheltered Annuity Plan in MA (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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.

Frequently Asked Questions

How did National Conference of Bar Examiners 403(b) Plan assets move in 2024? ▼
National Conference of Bar Examiners 403(b) Plan grew at a solid clip - up 11.8% during 2024, from $24M to $27M. Reported net income was $3M.
How have National Conference of Bar Examiners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Conference of Bar Examiners's sponsor-wide assets grew 40.6%, from $19M to $27M.
Where does National Conference of Bar Examiners 403(b) Plan rank by assets among Form 5500 filers? ▼
National Conference of Bar Examiners 403(b) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to National Conference of Bar Examiners 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Andrew W. Mellon Foundation Savings Plan in NY ($27M, 176 participants).
Which Other plans cover a similar participant headcount to National Conference of Bar Examiners 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Action, Inc. Tax Sheltered Annuity Plan in MA (143 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 362472009.

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.