401(k) · DOL Form 5500 · 2024

National Australia Bank Limited 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
86
Participants Small participant base
86th
Percentile by assets National rank
$709,709
Avg per participant High balance/head
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Official DOL plan name: Nab Group/USA 401(k) Investment Plan · Sponsored by National Australia Bank Limited · New York · Finance & Insurance

$61M in assets, 86 participants

National Australia Bank Limited's Nab Group/USA 401(k) Investment Plan reported $61M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,736 in Finance & Insurance (8,549 peers)

Where Nab Group/USA 401(k) Investment Plan sits by assets

Nab Group/USA 401(k) Investment Plan sits in the top quartile of all filed plans by assets, $61M for 86 participants (~$709,709/participant), up 10.3% in 2024.

#6,736
in Finance & Insurance (8,549 peers)
+10.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Nab Group/USA 401(k) Investment Plan's outsized position by total assets

Nab Group/USA 401(k) Investment Plan vs every filed plan by assets

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

$61,034,955 Top 14% higher than 86% 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

Nab Group/USA 401(k) Investment 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. Nab Group/USA 401(k) Investment Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nab Group/USA 401(k) Investment Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Nab Group/USA 401(k) Investment Plan end-of-year assets rose from $55M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Nab Group/USA 401(k) Investment Plan reported participants fell from 89 in the plan year 2023 filing to 86 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 132901144 · National Australia Bank Limited PY 2024 · 401(k)

Nab Group/USA 401(k) Investment Plan · $61M · 86 · 86th

  • PCT $61M
  • EIN 86
  • RANK 86th
  • PHOTO 401(k)
  • IND near Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation
  • EOY ind #6736

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 New York →

Nab Group/USA 401(k) Investment Plan in the asset neighbourhood

Iowa Student Loan Liquidity Corporation 401(k) Retirement PlanIowa Student Loan Liquidity …$61MNab Group/USA 401(k) Investment PlanNab Group/USA 401(k) Investm…$61MSafe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron FoundationSafe-Harbor 401(k) Profit Sh…$61MBcn Administrative Services Multiple Employer PlanBcn Administrative Services …$61MAscendance Trucks 401(k) Plan$61M
End-of-year total assets ($M) among Nab Group/USA 401(k) Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$61M
Net Income$6M
Employer EIN132901144
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Australia Bank Limited)

Sponsor-wide plan assets over time

All National Australia Bank Limited plans reported in each filing year

Latest sponsor-wide plan assets
$96M 1.8181015733418868% vs 2022
2024 filing year
$90M$95M$100M$105M$110M$115M 202220232024 $97.8M $96M ▼ -1.8%
Year Plans Participants Total Assets
2022 3 218 $98M
2023 3 207 $112M
2024 2 100 $96M

Nearby 401(k) Plans in New York

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

Nab Group/USA 401(k) Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Nab Group/USA 401(k) Investment Plan, Total assets ($B): 0.061034955 · Participants: 86Nab Group/USA 401(k) Investment PlanIBM 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
Nab Group/USA 401(k) Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Nab Group/USA 401(k) Investment Plan side-by-side with 3 peers →

Nab Group/USA 401(k) Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation in PA ($61M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Nab Group/USA 401(k) Investment Plan assets move in 2024? ▼
Nab Group/USA 401(k) Investment Plan grew at a solid clip - up 10.3% during 2024, from $55M to $61M. Reported net income was $6M.
How have National Australia Bank Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), National Australia Bank Limited's sponsor-wide assets declined 1.8%, from $98M to $96M.
Where does Nab Group/USA 401(k) Investment Plan rank by assets among Form 5500 filers? ▼
Nab Group/USA 401(k) Investment Plan ranks in the 86th 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 Nab Group/USA 401(k) Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Safe-Harbor 401(k) Profit Sharing Plan for Employees of Richard J. Caron Foundation in PA ($61M, 676 participants).
Which 401(k) plans cover a similar participant headcount to Nab Group/USA 401(k) Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (86 participants, $6M 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 132901144.

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.