401(k) · DOL Form 5500 · 2024

Nathan & Nathan, P.C. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
56
Participants Small participant base
35th
Percentile by assets National rank
$57,510
Avg per participant Low balance/head
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Official DOL plan name: Nathan & Nathan, P.C. 401(k) Profit Sharing Plan · Sponsored by Nathan & Nathan, P.C. · Alabama · Professional & Technical Services

$3M in assets, 56 participants

Nathan & Nathan, P.C.'s Nathan & Nathan, P.C. 401(k) Profit Sharing Plan reported $3M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,386 in Professional & Technical Services (20,173 peers)

Nathan & Nathan, P.C. multi-year trail

Nathan & Nathan, P.C.'s plans moved +35.9% in assets from 2022 to 2024; this filing shows Nathan & Nathan, P.C. 401(k) Profit Sharing Plan at $3M / 56 participants.

#6,386
in Professional & Technical Services (20,173 peers)
+14.1%
assets growth YoY

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,220,559 35th percentile higher than 35% 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

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nathan & Nathan, P.C. 401(k) Profit Sharing Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nathan & Nathan, P.C. 401(k) Profit Sharing Plan reported participants rose from 42 in the plan year 2023 filing to 56 in the plan year 2024 filing.
  • Nathan & Nathan, P.C. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Nathan & Nathan, P.C. 401(k) Profit Sharing Plan reported net income fell from $453K in the plan year 2023 filing to $399K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 631132746 · Nathan & Nathan, P.C. PY 2024 · 401(k)

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan · $3M · 56 · 35th

  • SCH $3M
  • EBSA 56
  • PART 35th
  • TYPE 401(k)
  • NET near American Electrical Contracting, Inc. 401(k) Plan
  • BOOK ind #6386

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 Professional & Technical Services retirement plans → · Plans in Alabama →

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan in the asset neighbourhood

Nathan & Nathan, P.C. 401(k) Profit Sharing PlanNathan & Nathan, P.C. 401(k)…$3MAmerican Electrical Contracting, Inc. 401(k) PlanAmerican Electrical Contract…$3MTexas Heritage Bank 401(k) PlanTexas Heritage Bank 401(k) P…$3MSamuels & Son Seafood Co. Union 401(k) PlanSamuels & Son Seafood Co. Un…$3MCommunities for People, Inc. Profit Sharing PlanCommunities for People, Inc.…$3M
End-of-year total assets ($M) among Nathan & Nathan, P.C. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nathan & Nathan, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Nathan & Nathan, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.929516318418294% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.37M $3.22M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 35 $2M
2023 1 42 $3M
2024 1 56 $3M

Nathan & Nathan, P.C. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$399K
Employer EIN631132746
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Nathan & Nathan, P.C. 401(k) Profit Sharing Plan, Total assets ($B): 0.003220559 · Participants: 56Nathan & Nathan, P.C. 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Nathan & Nathan, P.C. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Nathan & Nathan, P.C. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Nathan & Nathan, P.C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is American Electrical Contracting, Inc. 401(k) Plan in FL ($3M); by covered participants it is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Nathan & Nathan, P.C. 401(k) Profit Sharing Plan assets move in 2024? ▼
Nathan & Nathan, P.C. 401(k) Profit Sharing Plan grew at a solid clip - up 14.1% during 2024, from $3M to $3M. Reported net income was $399K.
How have Nathan & Nathan, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nathan & Nathan, P.C.'s sponsor-wide assets grew 35.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Nathan & Nathan, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Electrical Contracting, Inc. 401(k) Plan in FL ($3M, 127 participants).
Which 401(k) plans cover a similar participant headcount to Nathan & Nathan, P.C. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants, $10M 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 631132746.

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.