401(k) · DOL Form 5500 · 2024

National Math and Science Initiative, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
204
Participants Below avg headcount
58th
Percentile by assets National rank
$53,832
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: National Math and Science Initiative, Inc. 401(k) Plan · Sponsored by National Math and Science Initiative, Inc. · Texas · Educational Services

$11M in assets, 204 participants

National Math and Science Initiative, Inc.'s National Math and Science Initiative, Inc. 401(k) Plan reported $11M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,480 in Educational Services (3,638 peers)

Coverage in Texas

National Math and Science Initiative, Inc. 401(k) Plan covers 204 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $11M.

#1,480
in Educational Services (3,638 peers)
+15.0%
assets growth YoY

National Math and Science Initiative, Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers

National Math and Science Initiative, Inc. 401(k) Plan vs every filed plan by assets

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

$10,981,690 Top 42% higher than 58% 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 Math and Science Initiative, Inc. 401(k) 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 Math and Science Initiative, Inc. 401(k) Plan sits mid-pack in the medium band (204 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Math and Science Initiative, Inc. 401(k) Plan reported participants fell from 273 in the plan year 2023 filing to 204 in the plan year 2024 filing.
  • National Math and Science Initiative, Inc. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • National Math and Science Initiative, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 113769438 · National Math and Science Initiative, Inc. PY 2024 · 401(k)

National Math and Science Initiative, Inc. 401(k) Plan · $11M · 204 · 58th

  • EBSA $11M
  • PART 204
  • TYPE 58th
  • NET 401(k)
  • BOOK near Curtis Industries, LLC Retirement Plan
  • VS-ST ind #1480

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 Texas →

National Math and Science Initiative, Inc. 401(k) Plan in the asset neighbourhood

National Math and Science Initiative, Inc. 401(k) PlanNational Math and Science In…$11MCurtis Industries, LLC Retirement PlanCurtis Industries, LLC Retir…$11MHolmes US, a Partnership Salary Savings Plan 401(k)Holmes US, a Partnership Sal…$11MAisle Rocket Retirement Plan$11MPalmetto Corp of Conway 401(k) PlanPalmetto Corp of Conway 401(…$11M
End-of-year total assets ($M) among National Math and Science Initiative, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN113769438
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Math and Science Initiative, Inc.)

Sponsor-wide plan assets over time

All National Math and Science Initiative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.09353718155531% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.31M $11M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 341 $8M
2023 1 273 $10M
2024 1 204 $11M

Nearby 401(k) Plans in Texas

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

National Math and Science Initiative, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants National Math and Science Initiative, Inc. 401(k) Plan, Total assets ($B): 0.01098169 · Participants: 204National Math and Science Initiative, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
National Math and Science Initiative, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare National Math and Science Initiative, Inc. 401(k) Plan side-by-side with 3 peers →

National Math and Science Initiative, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Curtis Industries, LLC Retirement Plan in MA ($11M); by covered participants it is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Math and Science Initiative, Inc. 401(k) Plan assets move in 2024? ▼
National Math and Science Initiative, Inc. 401(k) Plan grew sharply - up 15.0% during 2024, from $10M to $11M. Reported net income was $1M.
How have National Math and Science Initiative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Math and Science Initiative, Inc.'s sponsor-wide assets grew 32.1%, from $8M to $11M.
Which 401(k) plans are similar in size to National Math and Science Initiative, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Curtis Industries, LLC Retirement Plan in MA ($11M, 142 participants).
Which 401(k) plans cover a similar participant headcount to National Math and Science Initiative, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in VA (204 participants, $41M 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 113769438.

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.