401(k) · DOL Form 5500 · 2024
National Arbor Day Foundation 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 457
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $42,701
- Avg per participant Low balance/head
Official DOL plan name: National Arbor Day Foundation 401(k) Plan and Trust · Sponsored by National Arbor Day Foundation · Nebraska · Educational Services
$20M in assets, 457 participants
National Arbor Day Foundation's National Arbor Day Foundation 401(k) Plan and Trust reported $20M in total assets and 457 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #1,918 in Educational Services (3,638 peers)
National Arbor Day Foundation multi-year trail
National Arbor Day Foundation's plans moved +44.2% in assets from 2022 to 2024; this filing shows National Arbor Day Foundation 401(k) Plan and Trust at $20M / 457 participants.
- #1,918
- in Educational Services (3,638 peers)
- +16.7%
- assets growth YoY
National Arbor Day Foundation 401(k) Plan and Trust's outsized position by total assets
National Arbor Day Foundation 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,514,434 Top 30% higher than 70% 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
National Arbor Day Foundation 401(k) Plan and Trust 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 Arbor Day Foundation 401(k) Plan and Trust sits mid-pack in the medium band (457 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- National Arbor Day Foundation 401(k) Plan and Trust end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- National Arbor Day Foundation 401(k) Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
DOL schedule card
Filing strip 237169265 · National Arbor Day Foundation PY 2024 · 401(k)
National Arbor Day Foundation 401(k) Plan and Trust · $20M · 457 · 70th
- PCT $20M
- PCT 457
- PCT 70th
- PCT 401(k)
- PCT near Avania 401(k) Retirement Plan
- PCT ind #1918
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 Educational Services retirement plans → · Plans in Nebraska →
National Arbor Day Foundation 401(k) Plan and Trust in the asset neighbourhood
National Arbor Day Foundation multi-year asset trail
Sponsor-wide plan assets over time
All National Arbor Day Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 44.18708230990046% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 447 | $14M |
| 2023 | 1 | 461 | $17M |
| 2024 | 1 | 457 | $20M |
National Arbor Day Foundation filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $3M |
| Employer EIN | 237169265 |
| Plan Effective Date | 1997-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $7.7B · 11,460
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.8B · 17,030
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.4B · 28,813
- Union Pacific Corporation Thrift Plan $2.3B · 5,350
- First National of Nebraska, Inc. First Savings Plan $1.0B · 4,950
National Arbor Day Foundation 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Avania 401(k) Retirement Plan in MA ($20M); by covered participants it is The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan in OR (457 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Avania 401(k) Retirement Plan (MA) $20M · 157
- Waytek, Inc. Employee Savings and Profit Sharing Plan (MN) $20M · 95
- Warco Retirement Plan (NC) $20M · 144
- Southeast Foods LLC 401(k) Profit Sharing Plan & Trust (LA) $20M · 245
Similar participant headcount
Nearest other-state filings by covered participants (457 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.