Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NATIONAL BANKERS ASSOCIATION
EIN 52-0884907financial servicesLatest filing 2025
Plans
2
Retirement
2
$216K assets
Welfare
0
Participants
14
1513 P STREET NW - WASHINGTON, DC 20005202-701-8475nationalbankers.orgLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $216K assets / 14 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NATIONAL BANKERS ASSOCIATION 401(K) PLAN
401k
Assets$146K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#051
NATIONAL BANKERS ASSOCIATION NAEF DEFINED CONTRIBUTION PLAN
MoneyPurchase
Assets$69K
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NATIONAL BANKERS ASSOCIATION 401(K) PLAN | 401k | $146K | 10 | 2025 | |
| 051 | NATIONAL BANKERS ASSOCIATION NAEF DEFINED CONTRIBUTION PLAN | MoneyPurchase | $69K | 4 | 2025 |
Retirement plans