Plan5500

National Australia Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, National Australia Bank (EIN 13-2901144) is a plan sponsor located in New York, NY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-2901144
Location
New York, NY
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for National Australia Bank

  • 4 loaded plans hold $111.7M in reported assets.
  • The largest, Nab Group/Usa 401(K) Investment Plan, holds 50% of this company's reported plan assets.
  • Plans cover 716 reported participants.
  • 3 of 4 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$111.7MSummed across loaded plans$111,695,175
Total reported assets$111.7M$111,695,175
Total reported participants716
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$111.7M total assets
Net assets$111.7MLiabilities$0
Contributions & income
Employer contributions$1.9M
Participant contributions$1.5M
Total income / additions$20.3M
Expenses & distributions
Benefits paid / distributions$6.1M
Total expenses$6.4M
Net increase / (decrease)$13.9M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets50%Nab Group/Usa 401(K) Investment Plan
Participants per plan179Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Nab Group/Usa 401(K) Investment Plan$55.3M
    Plan #001 · 256 participants · 2023
  2. 2
    National Australia Bank Limited Pension Plan$33.9M
    Plan #004 · 183 participants · 2023
  3. 3
    The Nab Money Purchase Pension Plan And Trust$22.5M
    Plan #002 · 199 participants · 2023
  4. 4
    National Australia Bank Insurance Plansnot reported in the loaded dataset
    Plan #505 · 78 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for National Australia Bank. Open one for its full reported snapshot.

  1. 2023
    Nab Group/Usa 401(K) Investment Plan256 participants · 2Sch HSch C
    View filing →
  2. 2023
    The Nab Money Purchase Pension Plan And Trust199 participants · 2Sch HSch C
    View filing →
  3. 2023
    National Australia Bank Limited Pension Plan183 participants · 2Sch HSch C
    View filing →
  4. 2023
    National Australia Bank Insurance Plans78 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does National Australia Bank report on Form 5500?
National Australia Bank (EIN 13-2901144) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for National Australia Bank?
The Employer Identification Number (EIN) reported for National Australia Bank is 13-2901144.
What is the latest Form 5500 filing year for National Australia Bank?
The latest loaded Form 5500 filing year for National Australia Bank is 2023.

Related Form 5500 pages