401(k) · DOL Form 5500 · 2024
Natwest Markets Securities, Inc. 401(k) Plan
Data updated 2026-08-11
- $589M
- Total assets
- 282
- Participants
- 97th
- Percentile by assets
- $2.1M
- Avg per participant
Official DOL plan name: Natwest Markets Retirement Savings Plan · Sponsored by Natwest Markets Securities, Inc. · Connecticut · Finance & Insurance
$589M in assets, 282 participants
Natwest Markets Securities, Inc.'s Natwest Markets Retirement Savings Plan reported $589M in total assets and 282 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #8,172 in Finance & Insurance (8,549 peers)
Coverage in Connecticut
Natwest Markets Retirement Savings Plan covers 282 participants in Connecticut, about 39% of the average Connecticut filer (state average ~718 per filing). Assets: $589M.
- $589M
- total plan assets (2024 EOY)
- 282
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $2.1M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Natwest Markets Retirement Savings Plan reported net income fell from $58M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- Natwest Markets Retirement Savings Plan end-of-year assets rose from $553M in the plan year 2023 filing to $589M in the plan year 2024 filing.
- Natwest Markets Retirement Savings Plan reported participants rose from 266 in the plan year 2023 filing to 282 in the plan year 2024 filing.
Participants vs Connecticut filers
In Connecticut, the average filing covers about 718 participants across 1,906 plans. Natwest Markets Retirement Savings Plan reports 282 participants - about 39% of that state average ($589M EOY assets).
Connecticut filing particulars
| Total Assets (Beginning of Year) | $553M |
|---|---|
| Net Assets (End of Year) | $589M |
| Net Income | $36M |
| Employer EIN | 133172275 |
| Plan Effective Date | 2014-09-12 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Natwest Markets Securities, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 280 | $495M |
| 2023 | 1 | 266 | $553M |
| 2024 | 1 | 282 | $589M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Natwest Markets Retirement Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Natwest Markets Retirement Savings Plan by total assets, not by location.
- Coca-Cola Southwest Beverages 401(k) Plan (TX) $589M · 11,677
- Cook Inlet Region 401(k) Retirement Plan (AK) $589M · 5,189
- Sandoz Inc. Investment Savings Plan (NJ) $588M · 811
- S & B Engineers and Constructors, Ltd. Retirement Savings Plan (TX) $590M · 3,435
Frequently Asked Questions
How did Natwest Markets Retirement Savings Plan assets move in 2024? ▼
How have Natwest Markets Securities, Inc. plan assets changed over time? ▼
Where does Natwest Markets Retirement Savings Plan rank by assets among Form 5500 filers? ▼
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Next read for Natwest Markets Retirement Savings Plan
Filing takeaways
Ways to act on Natwest Markets Retirement Savings Plan's numbers.
- By total assets, Natwest Markets Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Natwest Markets Securities, Inc.'s sponsor-wide assets have grown 19.0% since 2022 across 3 plan years on file. More Finance & Insurance plans