401(k) · DOL Form 5500 · 2024

Nu North America, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
87
Participants Small participant base
63rd
Percentile by assets National rank
$159,617
Avg per participant Above avg balance/head
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Official DOL plan name: Nu North America, Inc. 401(k) Plan · Sponsored by Nu North America, Inc. · North Carolina · Professional & Technical Services

$14M in assets, 87 participants

Nu North America, Inc.'s Nu North America, Inc. 401(k) Plan reported $14M in total assets and 87 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,468 in Professional & Technical Services (20,173 peers)

2024 asset change

Nu North America, Inc. 401(k) Plan grew at a solid clip 8.3% in 2024 ($13M → $14M) for 87 participants.

#12,468
in Professional & Technical Services (20,173 peers)
+8.3%
assets growth YoY

Nu North America, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nu North America, Inc. 401(k) Plan vs every filed plan by assets

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

$13,886,648 Top 37% higher than 63% 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

Nu North America, Inc. 401(k) 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. Nu North America, Inc. 401(k) Plan is a small filing (87 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nu North America, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Nu North America, Inc. 401(k) Plan reported participants fell from 107 in the plan year 2023 filing to 87 in the plan year 2024 filing.
  • Nu North America, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 463317828 · Nu North America, Inc. PY 2024 · 401(k)

Nu North America, Inc. 401(k) Plan · $14M · 87 · 63rd

  • SCH $14M
  • EBSA 87
  • PART 63rd
  • TYPE 401(k)
  • NET near Nymbus, Inc. 401(k) Profit Sharing Plan and Trust
  • BOOK ind #12468

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

Nu North America, Inc. 401(k) Plan in the asset neighbourhood

Nu North America, Inc. 401(k) PlanNu North America, Inc. 401(k…$14MNymbus, Inc. 401(k) Profit Sharing Plan and TrustNymbus, Inc. 401(k) Profit S…$14MBenida Group 401(k) Salary Reduction Plan & TrustBenida Group 401(k) Salary R…$14MTjc Real Estate Transactions Group, LLC 401(k) PlanTjc Real Estate Transactions…$14MCtm Integration, Inc. 401(k) PlanCtm Integration, Inc. 401(k)…$14M
End-of-year total assets ($M) among Nu North America, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nu North America, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Nu North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 8.348956306339064% vs 2023
2024 filing year
$12.5M$13M$13.5M$14M 20232024 $12.8M $13.9M ▲ +8.3%
Year Plans Participants Total Assets
2023 1 107 $13M
2024 1 87 $14M

2024 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN463317828
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Nu North America, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Nu North America, Inc. 401(k) Plan, Total assets ($B): 0.013886648 · Participants: 87Nu North America, Inc. 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Nu North America, Inc. 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Nu North America, Inc. 401(k) Plan side-by-side with 3 peers →

Nu North America, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL ($14M); by covered participants it is Vian Enterprises 401(k) Profit Sharing Plan & Trust in CA (87 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (87 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 Nu North America, Inc. 401(k) Plan assets move in 2024? ▼
Nu North America, Inc. 401(k) Plan grew at a solid clip - up 8.3% during 2024, from $13M to $14M. Reported net income was $1M.
How have Nu North America, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Nu North America, Inc.'s sponsor-wide assets grew 8.3%, from $13M to $14M.
Which 401(k) plans are similar in size to Nu North America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nymbus, Inc. 401(k) Profit Sharing Plan and Trust in FL ($14M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Nu North America, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vian Enterprises 401(k) Profit Sharing Plan & Trust in CA (87 participants, N/A 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 463317828.

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.