401(k) · DOL Form 5500 · 2024

Nathel & Nathel, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
150
Participants Small participant base
46th
Percentile by assets National rank
$41,333
Avg per participant Low balance/head
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Official DOL plan name: Nathel & Nathel, Inc. 401(k) Plan for Union Employees · Sponsored by Nathel & Nathel, Inc. · New York · Wholesale Trade

$6M in assets, 150 participants

Nathel & Nathel, Inc.'s Nathel & Nathel, Inc. 401(k) Plan for Union Employees reported $6M in total assets and 150 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,165 in Wholesale Trade (6,080 peers)

Coverage in New York

Nathel & Nathel, Inc. 401(k) Plan for Union Employees covers 150 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $6M.

#2,165
in Wholesale Trade (6,080 peers)
+20.2%
assets growth YoY

Nathel & Nathel, Inc. 401(k) Plan for Union Employees's mid-pack asset rank among Wholesale Trade and all filers

Nathel & Nathel, Inc. 401(k) Plan for Union Employees vs every filed plan by assets

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

$6,199,915 46th percentile higher than 46% 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

Nathel & Nathel, Inc. 401(k) Plan for Union Employees 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. Nathel & Nathel, Inc. 401(k) Plan for Union Employees sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nathel & Nathel, Inc. 401(k) Plan for Union Employees end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Nathel & Nathel, Inc. 401(k) Plan for Union Employees reported net income rose from $950K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Nathel & Nathel, Inc. 401(k) Plan for Union Employees reported participants fell from 152 in the plan year 2023 filing to 150 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 132685629 · Nathel & Nathel, Inc. PY 2024 · 401(k)

Nathel & Nathel, Inc. 401(k) Plan for Union Employees · $6M · 150 · 46th

  • BOOK $6M
  • BOOK 150
  • BOOK 46th
  • BOOK 401(k)
  • BOOK near L.W. Schneider Inc 401(k) & Profit Sharing Plan
  • BOOK ind #2165

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 Wholesale Trade retirement plans → · Plans in New York →

Nathel & Nathel, Inc. 401(k) Plan for Union Employees in the asset neighbourhood

Nathel & Nathel, Inc. 401(k) Plan for Union EmployeesNathel & Nathel, Inc. 401(k)…$6ML.W. Schneider Inc 401(k) & Profit Sharing PlanL.W. Schneider Inc 401(k) & …$6MMeltric Corporation 401(k) PlanMeltric Corporation 401(k) P…$6MElotek Systems, Inc. 401(k) PlanElotek Systems, Inc. 401(k) …$6MMuscogee International 401(k) PlanMuscogee International 401(k…$6M
End-of-year total assets ($M) among Nathel & Nathel, Inc. 401(k) Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN132685629
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nathel & Nathel, Inc.)

Sponsor-wide plan assets over time

All Nathel & Nathel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 46.898027914325056% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.22M $6.2M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 139 $4M
2023 1 152 $5M
2024 1 150 $6M

Nearby 401(k) Plans in New York

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

Nathel & Nathel, Inc. 401(k) Plan for Union Employees vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Nathel & Nathel, Inc. 401(k) Plan for Union Employees, Total assets ($B): 0.006199915 · Participants: 150Nathel & Nathel, Inc. 401(k) Plan for Union EmployeesIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Nathel & Nathel, Inc. 401(k) Plan for Union Employees vs. nearby 401(k) plans in New York, assets vs. participants
Compare Nathel & Nathel, Inc. 401(k) Plan for Union Employees side-by-side with 3 peers →

Nathel & Nathel, Inc. 401(k) Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is L.W. Schneider Inc 401(k) & Profit Sharing Plan in IL ($6M); by covered participants it is The Custom Companies Retirement Savings Plan in IL (150 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Nathel & Nathel, Inc. 401(k) Plan for Union Employees assets move in 2024? ▼
Nathel & Nathel, Inc. 401(k) Plan for Union Employees grew sharply - up 20.2% during 2024, from $5M to $6M. Reported net income was $1M.
How have Nathel & Nathel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nathel & Nathel, Inc.'s sponsor-wide assets grew 46.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Nathel & Nathel, Inc. 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is L.W. Schneider Inc 401(k) & Profit Sharing Plan in IL ($6M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Nathel & Nathel, Inc. 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is The Custom Companies Retirement Savings Plan in IL (150 participants, $15M 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 132685629.

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.