401(k) · DOL Form 5500 · 2024

NATURESERVE 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
57
Participants Small participant base
75th
Percentile by assets National rank
$444,097
Avg per participant High balance/head
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Official DOL plan name: Natureserve Saving and Retirement Plan · Sponsored by NATURESERVE · Virginia · Other Services

$25M in assets, 57 participants

NATURESERVE's Natureserve Saving and Retirement Plan reported $25M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,680 in Other Services (7,719 peers)

Where Natureserve Saving and Retirement Plan sits by assets

Natureserve Saving and Retirement Plan sits in the top quartile of all filed plans by assets, $25M for 57 participants (~$444,097/participant), up 20.7% in 2024.

#6,680
in Other Services (7,719 peers)
+20.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Natureserve Saving and Retirement Plan's outsized position by total assets

Natureserve Saving and Retirement Plan vs every filed plan by assets

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

$25,313,530 Top 25% higher than 75% 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

Natureserve Saving and Retirement 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. Natureserve Saving and Retirement Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Natureserve Saving and Retirement Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Natureserve Saving and Retirement Plan reported participants fell from 65 in the plan year 2023 filing to 57 in the plan year 2024 filing.
  • Natureserve Saving and Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521884438 · NATURESERVE PY 2024 · 401(k)

Natureserve Saving and Retirement Plan · $25M · 57 · 75th

  • ASSETS $25M
  • PCT 57
  • EIN 75th
  • RANK 401(k)
  • PHOTO near Joseph J. Blake & Associates, Inc. Savings and Retirement Plan
  • IND ind #6680

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 Other Services retirement plans → · Plans in Virginia →

Natureserve Saving and Retirement Plan in the asset neighbourhood

Natureserve Saving and Retirement PlanNatureserve Saving and Retir…$25MJoseph J. Blake & Associates, Inc. Savings and Retirement PlanJoseph J. Blake & Associates…$25MRam Partners, LLC 401(k) Retirement Savings PlanRam Partners, LLC 401(k) Ret…$25MApogee Telecom, Inc. 401(k) PlanApogee Telecom, Inc. 401(k) …$25MTrimark Corporation 401(k) Retirement PlanTrimark Corporation 401(k) R…$25M
End-of-year total assets ($M) among Natureserve Saving and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN521884438
Plan Effective Date2000-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NATURESERVE)

Sponsor-wide plan assets over time

All NATURESERVE plans reported in each filing year

Latest sponsor-wide plan assets
$25M 50.01105517971764% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.9M $25.3M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 59 $17M
2023 1 65 $21M
2024 1 57 $25M

Nearby 401(k) Plans in Virginia

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

Natureserve Saving and Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Natureserve Saving and Retirement Plan, Total assets ($B): 0.02531353 · Participants: 57Natureserve Saving and Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Natureserve Saving and Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Natureserve Saving and Retirement Plan side-by-side with 3 peers →

Natureserve Saving and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Joseph J. Blake & Associates, Inc. Savings and Retirement Plan in NY ($25M); by covered participants it is Certified 401(k) Plan in FL (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Natureserve Saving and Retirement Plan assets move in 2024? ▼
Natureserve Saving and Retirement Plan grew sharply - up 20.7% during 2024, from $21M to $25M. Reported net income was $4M.
How have NATURESERVE plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), NATURESERVE's sponsor-wide assets grew 50.0%, from $17M to $25M.
Where does Natureserve Saving and Retirement Plan rank by assets among Form 5500 filers? ▼
Natureserve Saving and Retirement Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Natureserve Saving and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Joseph J. Blake & Associates, Inc. Savings and Retirement Plan in NY ($25M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Natureserve Saving and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Certified 401(k) Plan in FL (57 participants, $702K 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 521884438.

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.