401(k) · DOL Form 5500 · 2023

National Asset Direct 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
115
Participants Small participant base
49th
Percentile by assets National rank
$55,327
Avg per participant Low balance/head
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Official DOL plan name: National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by National Asset Direct · California · Other Services

$6M in assets, 115 participants

National Asset Direct's National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,460 in Other Services (7,857 peers)

Coverage in California

National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $6M.

#5,460
in Other Services (7,857 peers)
-2.9%
assets change YoY

The plan reported a net loss of $192K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,362,586 49th percentile higher than 49% of 127,068 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 2023

National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to -$192K in the plan year 2023 filing.
  • National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 154 in the plan year 2022 filing to 115 in the plan year 2023 filing.
  • National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $7M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 205621587 · National Asset Direct PY 2023 · 401(k)

National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust · $6M · 115 · 49th

  • RANK $6M
  • PHOTO 115
  • IND 49th
  • EOY 401(k)
  • 5500 near Heritage Broadcasting Company of Michigan 401(k) Profit Sharing Plan
  • ASSETS ind #5460

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 California →

National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

National Asset Direct, Inc. 401(k) Profit Sharing Plan & TrustNational Asset Direct, Inc. …$6MHeritage Broadcasting Company of Michigan 401(k) Profit Sharing PlanHeritage Broadcasting Compan…$6MEric J. Fernandez & Co Profit Sharing Plan & TrustEric J. Fernandez & Co Profi…$6MGuardian Management LLC 401(k) PlanGuardian Management LLC 401(…$6MMi Metals, Inc. 401(k) Savings PlanMi Metals, Inc. 401(k) Savin…$6M
End-of-year total assets ($M) among National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$192K
Employer EIN205621587
Plan Effective Date2010-02-02
Filing StatusFILING RECEIVED

Sponsor Plan History (National Asset Direct)

Sponsor-wide plan assets over time

All National Asset Direct plans reported in each filing year

Latest sponsor-wide plan assets
$6M 2.9249370069549814% vs 2022
2023 filing year
$6.3M$6.4M$6.5M$6.6M 20222023 $6.55M $6.36M ▼ -2.9%
Year Plans Participants Total Assets
2022 1 154 $7M
2023 1 115 $6M

Nearby 401(k) Plans in California

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

National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006362586 · Participants: 115National Asset Direct, Inc. 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Heritage Broadcasting Company of Michigan 401(k) Profit Sharing Plan in MI ($6M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust edged down modestly - down 2.9% during 2023, from $7M to $6M. Reported net income was -$192K.
How have National Asset Direct plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), National Asset Direct's sponsor-wide assets declined 2.9%, from $7M to $6M.
Which 401(k) plans are similar in size to National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Heritage Broadcasting Company of Michigan 401(k) Profit Sharing Plan in MI ($6M, 146 participants).
Which 401(k) plans cover a similar participant headcount to National Asset Direct, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 205621587.

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.