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  2. National Bankshares Inc. Retirement Accumulation Plan
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Filings through Oct 24, 2026.

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National Bankshares Inc. Retirement Accumulation Plan

EIN 54-1375874-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
3
$66.5M assets
Health & Benefits
0
Participants
767
101 HUBBARD STREET - BLACKSBURG, VA 240605743540-951-6300
Plans on this EIN
3 filings
#001Traditional DB-$40.4M - 300 part#002401(k)-$18.9M - 240 part#003ESOP-$7.2M - 227 part

Retirement portfolio analytics

3 plans aggregated / $66.5M assets / 767 participants

Assets by plan

Share of aggregate retirement assets

  • RETIREMENT INCOME PLAN (#001)$40.4M
  • RETIREMENT ACCUMULATION PLAN (#002)$18.9M
  • EMPLOYEE STOCK OWNERSHIP (#003)$7.2M
Total $66.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$59.3M
  • TRANSITION FINANCE STRATEGIES, LLC$7.2M
Total $66.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • RETIREMENT INCOME PLAN (#001)300
  • RETIREMENT ACCUMULATION PLAN (#002)240
  • EMPLOYEE STOCK OWNERSHIP (#003)227
Total 767Select a row to open it

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

NATIONAL BANKSHARES, INC. RETIREMENT INCOME PLAN

Traditional DB

Assets$40.4M
Participants300
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

NATIONAL BANKSHARES, INC. RETIREMENT ACCUMULATION PLAN

401(k)

Assets$18.9M
Participants240
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

NATIONAL BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$7.2M
Participants227
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001NATIONAL BANKSHARES, INC. RETIREMENT INCOME PLANTraditional DB$40.4M3002025
#002NATIONAL BANKSHARES, INC. RETIREMENT ACCUMULATION PLAN401(k)$18.9M2402025
#003NATIONAL BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$7.2M2272025
  • NATIONAL BANKSHARES, INC. RETIREMENT INCOME PLAN$40.4M
    #001 · Traditional DB · 2025300
  • NATIONAL BANKSHARES, INC. RETIREMENT ACCUMULATION PLAN$18.9M
    #002 · 401(k) · 2025240
  • NATIONAL BANKSHARES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$7.2M
    #003 · ESOP · 2025227
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
  2. Plan summaries
  3. Retirement plans
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