401(k) · DOL Form 5500 · 2024

Neb Corporation 401(k) Plan

Data updated 2026-08-11

$88M
Total assets
413
Participants
89th
Percentile by assets
$212,072
Avg per participant
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Official DOL plan name: National Exchange Bank and Trust Employees' Tax Savings Plan · Sponsored by Neb Corporation · Wisconsin · Finance & Insurance

$88M in assets, 413 participants

Neb Corporation's National Exchange Bank and Trust Employees' Tax Savings Plan reported $88M in total assets and 413 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 123,622 plans)
  • #7,145 in Finance & Insurance (8,549 peers)

Where National Exchange Bank and Trust Employees' Tax Savings Plan sits by assets

National Exchange Bank and Trust Employees' Tax Savings Plan sits in the top quartile of all filed plans by assets, $88M for 413 participants (~$212,072/participant), up 0.6% in 2024.

$88M
total plan assets (2024 EOY)
413
covered participants
89th
percentile by assets (of 123,622 plans)
$212,072
avg assets per participant

Where National Exchange Bank and Trust Employees' Tax Savings Plan sits by total assets

National Exchange Bank and Trust Employees' Tax Savings Plan vs every filed plan by assets

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

$87,585,607 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Exchange Bank and Trust Employees' Tax Savings Plan reported net income fell from $10M in the plan year 2023 filing to $494K in the plan year 2024 filing.
  • National Exchange Bank and Trust Employees' Tax Savings Plan reported participants rose from 383 in the plan year 2023 filing to 413 in the plan year 2024 filing.
  • National Exchange Bank and Trust Employees' Tax Savings Plan end-of-year assets rose from $87M in the plan year 2023 filing to $88M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Wisconsin
Industry
Finance & Insurance

National Exchange Bank and Trust Employees' Tax Savings Plan vs the 2024 asset distribution

By assets, National Exchange Bank and Trust Employees' Tax Savings Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

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

Sponsor Plan History (Neb Corporation)

$75M$80M$85M$90M 202220232024 $76.6M $87.6M ▲ +14.3%
Total plan assets by year, all Neb Corporation plans on file
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.

National Exchange Bank and Trust Employees' Tax Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

National Exchange Bank and Trust Employees' Tax Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants National Exchange Ba…Advocate Aurora Heal…Johnson Controls Ret…Fiserv 401(k) Saving…Kimberly-Clark Corpo…Rockwell Automation …
National Exchange Bank and Trust Employees' Tax Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare National Exchange Bank and Trust Employe… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to National Exchange Bank and Trust Employees' Tax Savings Plan by total assets, not by location.

Frequently Asked Questions

How did National Exchange Bank and Trust Employees' Tax Savings Plan assets move in 2024? ▼
National Exchange Bank and Trust Employees' Tax Savings Plan held essentially flat - up 0.6% during 2024, from $87M to $88M. Reported net income was $494K.
How have Neb Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neb Corporation's sponsor-wide assets grew 14.3%, from $77M to $88M.
Where does National Exchange Bank and Trust Employees' Tax Savings Plan rank by assets among Form 5500 filers? ▼
National Exchange Bank and Trust Employees' Tax Savings Plan ranks in the 89th 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 401(k) plans are similar in size to National Exchange Bank and Trust Employees' Tax Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Profit Sharing Plan and Trust of West Coast Paper Company in WA ($88M, 554 participants).

Next read for National Exchange Bank and Trust Employe…

Scale reading

Ways to act on National Exchange Bank and Trust Employees' Tax Savings Plan's numbers.

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.

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.