401(k)
2024 plan-year 401(k) DOL Form 5500

NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NEB CORPORATION

This 401(k) plan holds $88M in total assets and serves 413 participants as of 2024. It is sponsored by NEB CORPORATION in Wisconsin. The plan reported positive net income of $494K for the year.

Total Assets (2023)
$88M
Participants
413
State
Industry
Finance & Insurance

What the Filing Says About NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN

NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN is a 401(k) retirement plan sponsored by NEB CORPORATION, headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $88M in total end-of-year assets and covers 413 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 391210679, and the plan has been effective since 1974-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $87M at the beginning of 2024 to $88M at year-end — a gain of 0.6%. Net assets (after liabilities) closed the year at $87M, with reported net income of $494K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$87M
Total Assets (End of Year)$88M
Net Assets (End of Year)$87M
Net Income$494K
Plan Type401(k)
Employer EIN391210679
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NEB CORPORATION)

Year Plans Participants Total Assets
2022 1 372 $77M
2023 1 383 $87M
2024 1 413 $88M

Nearby 401(k) Plans in Wisconsin

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

Frequently Asked Questions

How much money is in the NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN?
As of the 2024 Form 5500 filing, NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN holds $88M in total assets with 413 participants. It is sponsored by NEB CORPORATION.
What type of plan is NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN?
NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN is a 401(k) plan. It has been effective since 1974-01-01. The plan is filed with the U.S. Department of Labor under EIN 391210679.
Who sponsors the NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN?
NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN is sponsored by NEB CORPORATION, located in Wisconsin. The sponsor's EIN is 391210679 and the plan operates in the Finance & Insurance industry.
How did NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN perform in 2024?
NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN grew by 0.6% during 2024, moving from $87M to $88M in total assets. Net income was $494K.
Where can I find official filings for NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN?
Official Form 5500 filings for NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391210679 or plan name at efast.dol.gov.
How does NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN compare to other plans?
You can compare NATIONAL EXCHANGE BANK AND TRUST EMPLOYEES' TAX SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 391210679.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.