401(k) · DOL Form 5500 · 2024
Nisa Investment Advisors, LLC 401(k) Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 390
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $317,891
- Avg per participant High balance/head
Official DOL plan name: Nisa Investment Advisors, LLC Profit Sharing Plan · Sponsored by Nisa Investment Advisors, LLC · Missouri · Finance & Insurance
$124M in assets, 390 participants
Nisa Investment Advisors, LLC's Nisa Investment Advisors, LLC Profit Sharing Plan reported $124M in total assets and 390 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,465 in Finance & Insurance (8,549 peers)
Where Nisa Investment Advisors, LLC Profit Sharing Plan sits by assets
Nisa Investment Advisors, LLC Profit Sharing Plan sits in the top 10% of all filed plans by assets, $124M for 390 participants (~$317,891/participant), up 19.9% in 2024.
- #7,465
- in Finance & Insurance (8,549 peers)
- +19.9%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Nisa Investment Advisors, LLC Profit Sharing Plan's outsized position by total assets
Nisa Investment Advisors, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$123,977,378 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Nisa Investment Advisors, LLC Profit Sharing 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. Nisa Investment Advisors, LLC Profit Sharing Plan sits mid-pack in the medium band (390 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nisa Investment Advisors, LLC Profit Sharing Plan end-of-year assets rose from $103M in the plan year 2023 filing to $124M in the plan year 2024 filing.
- Nisa Investment Advisors, LLC Profit Sharing Plan reported net income fell from $25M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Nisa Investment Advisors, LLC Profit Sharing Plan reported participants rose from 381 in the plan year 2023 filing to 390 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 481140940 · Nisa Investment Advisors, LLC PY 2024 · 401(k)
Nisa Investment Advisors, LLC Profit Sharing Plan · $124M · 390 · 92nd
- PCT $124M
- EIN 390
- RANK 92nd
- PHOTO 401(k)
- IND near Macdonald-Miller Facility Solutions, LLC 401(k) Plan
- EOY ind #7465
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 Finance & Insurance retirement plans → · Plans in Missouri →
Nisa Investment Advisors, LLC Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $21M |
| Employer EIN | 481140940 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nisa Investment Advisors, LLC)
Sponsor-wide plan assets over time
All Nisa Investment Advisors, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $124M 58.82830198795157% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 343 | $78M |
| 2023 | 1 | 381 | $103M |
| 2024 | 1 | 390 | $124M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $12.4B · 47,254
- Bayer Corporation Savings and Retirement Plan $10.8B · 19,357
- Emerson Savings Plan $7.4B · 8,315
- Enterprise Holdings Retirement Savings Plan $6.5B · 72,024
- Centene Management Corporation Retirement Plan $4.7B · 53,760
Nisa Investment Advisors, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Macdonald-Miller Facility Solutions, LLC 401(k) Plan in WA ($124M); by covered participants it is Foreflight LLC 401(k) Profit Sharing Plan and Trust in TX (390 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- Macdonald-Miller Facility Solutions, LLC 401(k) Plan (WA) $124M · 530
- Employee Savings and Investment Plan of Cochlear Americas (CO) $124M · 733
- Sands Capital Management, LLC 401(k) Profit Sharing Plan (VA) $124M · 193
- Munson 401(k) Plan (MI) $124M · 8,479
Similar participant headcount
Nearest other-state filings by covered participants (390 participants); asset peers above are excluded.
- Foreflight LLC 401(k) Profit Sharing Plan and Trust (TX) 390 · 0 off
- Ford Restaurant Group Retirement Savings Plan (TX) 390 · 0 off
- Sch Services, Inc. 401(k) Plan (MN) 390 · 0 off
- Rust Enterprises, Inc. 401(k) Retirement Plan (NC) 390 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.