401(k) · DOL Form 5500 · 2024

National Equity Fund Inc. 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
196
Participants Below avg headcount
90th
Percentile by assets National rank
$467,364
Avg per participant High balance/head
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Official DOL plan name: National Equity Fund 401(k) Retirement Plan · Sponsored by National Equity Fund Inc. · Illinois · Real Estate

$92M in assets, 196 participants

National Equity Fund Inc.'s National Equity Fund 401(k) Retirement Plan reported $92M in total assets and 196 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #4,448 in Real Estate (4,605 peers)

Coverage in Illinois

National Equity Fund 401(k) Retirement Plan covers 196 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $92M.

#4,448
in Real Estate (4,605 peers)
+18.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

National Equity Fund 401(k) Retirement Plan's outsized position by total assets

National Equity Fund 401(k) Retirement Plan vs every filed plan by assets

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

$91,603,409 Top 10% higher than 90% 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 Equity Fund 401(k) Retirement 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 Equity Fund 401(k) Retirement Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • National Equity Fund 401(k) Retirement Plan reported net income rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • National Equity Fund 401(k) Retirement Plan end-of-year assets rose from $77M in the plan year 2023 filing to $92M in the plan year 2024 filing.
  • National Equity Fund 401(k) Retirement Plan reported participants rose from 186 in the plan year 2023 filing to 196 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 363490231 · National Equity Fund Inc. PY 2024 · 401(k)

National Equity Fund 401(k) Retirement Plan · $92M · 196 · 90th

  • IND $92M
  • EOY 196
  • 5500 90th
  • ASSETS 401(k)
  • PCT near Cushing Terrell 401(k) Retirement Plan
  • EIN ind #4448

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 Real Estate retirement plans → · Plans in Illinois →

National Equity Fund 401(k) Retirement Plan in the asset neighbourhood

Nuehealth 401(k) Retirement PlanNuehealth 401(k) Retirement …$92MScout Energy Management, LLC 401(k) P/S PlanScout Energy Management, LLC…$92MNational Equity Fund 401(k) Retirement PlanNational Equity Fund 401(k) …$92MCushing Terrell 401(k) Retirement PlanCushing Terrell 401(k) Retir…$92MGowan Group 401(k) Profit Sharing PlanGowan Group 401(k) Profit Sh…$92M
End-of-year total assets ($M) among National Equity Fund 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$92M
Net Income$15M
Employer EIN363490231
Plan Effective Date1995-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Equity Fund Inc.)

Sponsor-wide plan assets over time

All National Equity Fund Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$92M 39.01728091984008% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.9M $91.6M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 194 $66M
2023 1 186 $77M
2024 1 196 $92M

Nearby 401(k) Plans in Illinois

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

National Equity Fund 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants National Equity Fund 401(k) Retirement Plan, Total assets ($B): 0.091603409 · Participants: 196National Equity Fund 401(k) Retirement PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
National Equity Fund 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare National Equity Fund 401(k) Retirement Plan side-by-side with 3 peers →

National Equity Fund 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Cushing Terrell 401(k) Retirement Plan in MT ($92M); by covered participants it is Radiology of Indiana, P.C. 401(k) Plan in IN (196 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (196 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 Equity Fund 401(k) Retirement Plan assets move in 2024? ▼
National Equity Fund 401(k) Retirement Plan grew sharply - up 18.9% during 2024, from $77M to $92M. Reported net income was $15M.
How have National Equity Fund Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Equity Fund Inc.'s sponsor-wide assets grew 39.0%, from $66M to $92M.
Where does National Equity Fund 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
National Equity Fund 401(k) Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to National Equity Fund 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cushing Terrell 401(k) Retirement Plan in MT ($92M, 417 participants).
Which 401(k) plans cover a similar participant headcount to National Equity Fund 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Radiology of Indiana, P.C. 401(k) Plan in IN (196 participants, $70M 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 363490231.

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.