Other · DOL Form 5500 · 2024
NAMI Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 194
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $92,840
- Avg per participant Below avg balance/head
Official DOL plan name: Nami 403(b) Plan · Sponsored by NAMI · Virginia · Other Services
$18M in assets, 194 participants
NAMI's Nami 403(b) Plan reported $18M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #6,352 in Other Services (7,719 peers)
Coverage in Virginia
Nami 403(b) Plan covers 194 participants in Virginia, about 25% of the average Virginia filer (state average ~782 per filing). Assets: $18M.
- #6,352
- in Other Services (7,719 peers)
- +13.6%
- assets growth YoY
Nami 403(b) Plan's outsized position by total assets
Nami 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,010,913 Top 32% higher than 68% 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
Nami 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. Nami 403(b) Plan sits mid-pack in the medium band (194 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nami 403(b) Plan reported participants rose from 137 in the plan year 2023 filing to 194 in the plan year 2024 filing.
- Nami 403(b) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
DOL schedule card
Filing strip 431201653 · NAMI PY 2024 · Other
Nami 403(b) Plan · $18M · 194 · 68th
- PART $18M
- TYPE 194
- NET 68th
- BOOK Other
- VS-ST near Summitstone Health Partners 403(b) Retirement Plan
- BOY ind #6352
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 Virginia →
Nami 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 431201653 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (NAMI)
Sponsor-wide plan assets over time
All NAMI plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 32.30883297771168% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 88 | $14M |
| 2023 | 1 | 137 | $16M |
| 2024 | 1 | 194 | $18M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Nami 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Summitstone Health Partners 403(b) Retirement Plan in CO ($18M); by covered participants it is Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan in FL (194 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Summitstone Health Partners 403(b) Retirement Plan (CO) $18M · 668
- The Metropolitan Museum of Art 401(a) Special Retirement Plan for Select Non-Union Employees (NY) $18M · N/A
- Auxiliary Services Corporation of Suny Cortland Defined Contribution Retirement Plan (NY) $18M · 171
- Ucf Athletics Association, Inc. 403(b) Plan (FL) $18M · 441
Similar participant headcount
Nearest other-state filings by covered participants (194 participants); asset peers above are excluded.
- Early Learning Coalition of Palm Beach County, Inc. Section 403b Tax Deferred Annuity Plan (FL) 194 · 0 off
- Louisville Collegiate School Defined Contribution Retirement Plan (KY) 194 · 0 off
- Project Hope Employees Retirement Plan (DC) 194 · 0 off
- Southwestern Law School DC Retirement Plan (CA) 194 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.