NATIONAL BENEFIT SERVICES
Plan context: Nbs Retirement Readiness Plan
EIN 20-3886993 • West Jordan, UT • 50 filings • 15 plans
Current Snapshot
Latest Year
2024
2024 Participants
320
2024 Assets
$19,953,293
2024 Contributions
$2,047,370
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 320 | $19,953,293 | $2,047,370 | $6,398iApproximate average salary by contribution assumption: employee only about $159,951 at 4% or $106,634 at 6%; with 50% employer match about $106,634 at 4% or $71,089 at 6%; with 100% employer match about $79,975 at 4% or $53,317 at 6%. |
| Nbs Retirement Readiness Plan | - | 320 | $19,953,293 | $2,047,370 | $6,398iApproximate average salary by contribution assumption: employee only about $159,951 at 4% or $106,634 at 6%; with 50% employer match about $106,634 at 4% or $71,089 at 6%; with 100% employer match about $79,975 at 4% or $53,317 at 6%. |
| 2023 | 1 | 340 | $17,017,024 | $1,901,417 | $5,592iApproximate average salary by contribution assumption: employee only about $139,810 at 4% or $93,207 at 6%; with 50% employer match about $93,207 at 4% or $62,138 at 6%; with 100% employer match about $69,905 at 4% or $46,603 at 6%. |
| Nbs Retirement Readiness Plan | - | 340 | $17,017,024 | $1,901,417 | $5,592iApproximate average salary by contribution assumption: employee only about $139,810 at 4% or $93,207 at 6%; with 50% employer match about $93,207 at 4% or $62,138 at 6%; with 100% employer match about $69,905 at 4% or $46,603 at 6%. |
| 2022 | 1 | 304 | $12,195,097 | $1,623,246 | $5,340iApproximate average salary by contribution assumption: employee only about $133,491 at 4% or $88,994 at 6%; with 50% employer match about $88,994 at 4% or $59,329 at 6%; with 100% employer match about $66,745 at 4% or $44,497 at 6%. |
| Nbs Retirement Readiness Plan | - | 304 | $12,195,097 | $1,623,246 | $5,340iApproximate average salary by contribution assumption: employee only about $133,491 at 4% or $88,994 at 6%; with 50% employer match about $88,994 at 4% or $59,329 at 6%; with 100% employer match about $66,745 at 4% or $44,497 at 6%. |
| 2021 | 1 | 265 | $15,079,634 | $1,346,204 | $5,080iApproximate average salary by contribution assumption: employee only about $127,000 at 4% or $84,667 at 6%; with 50% employer match about $84,667 at 4% or $56,445 at 6%; with 100% employer match about $63,500 at 4% or $42,333 at 6%. |
| Nbs Retirement Readiness Plan | - | 265 | $15,079,634 | $1,346,204 | $5,080iApproximate average salary by contribution assumption: employee only about $127,000 at 4% or $84,667 at 6%; with 50% employer match about $84,667 at 4% or $56,445 at 6%; with 100% employer match about $63,500 at 4% or $42,333 at 6%. |
| 2020 | 1 | 262 | $13,304,103 | $1,455,337 | $5,555iApproximate average salary by contribution assumption: employee only about $138,868 at 4% or $92,579 at 6%; with 50% employer match about $92,579 at 4% or $61,719 at 6%; with 100% employer match about $69,434 at 4% or $46,289 at 6%. |
| Nbs Retirement Readiness Plan | - | 262 | $13,304,103 | $1,455,337 | $5,555iApproximate average salary by contribution assumption: employee only about $138,868 at 4% or $92,579 at 6%; with 50% employer match about $92,579 at 4% or $61,719 at 6%; with 100% employer match about $69,434 at 4% or $46,289 at 6%. |
| 2019 | 1 | 256 | $11,376,854 | $1,208,017 | $4,719iApproximate average salary by contribution assumption: employee only about $117,970 at 4% or $78,647 at 6%; with 50% employer match about $78,647 at 4% or $52,431 at 6%; with 100% employer match about $58,985 at 4% or $39,323 at 6%. |
| Nbs Retirement Readiness Plan | - | 256 | $11,376,854 | $1,208,017 | $4,719iApproximate average salary by contribution assumption: employee only about $117,970 at 4% or $78,647 at 6%; with 50% employer match about $78,647 at 4% or $52,431 at 6%; with 100% employer match about $58,985 at 4% or $39,323 at 6%. |
| 2018 | 1 | 221 | $8,593,437 | $1,214,385 | $5,495iApproximate average salary by contribution assumption: employee only about $137,374 at 4% or $91,583 at 6%; with 50% employer match about $91,583 at 4% or $61,055 at 6%; with 100% employer match about $68,687 at 4% or $45,791 at 6%. |
| Nbs Retirement Readiness Plan | - | 221 | $8,593,437 | $1,214,385 | $5,495iApproximate average salary by contribution assumption: employee only about $137,374 at 4% or $91,583 at 6%; with 50% employer match about $91,583 at 4% or $61,055 at 6%; with 100% employer match about $68,687 at 4% or $45,791 at 6%. |
| 2017 | 1 | 221 | $8,217,877 | $1,001,102 | $4,530iApproximate average salary by contribution assumption: employee only about $113,247 at 4% or $75,498 at 6%; with 50% employer match about $75,498 at 4% or $50,332 at 6%; with 100% employer match about $56,623 at 4% or $37,749 at 6%. |
| Nbs Retirement Readiness Plan | - | 221 | $8,217,877 | $1,001,102 | $4,530iApproximate average salary by contribution assumption: employee only about $113,247 at 4% or $75,498 at 6%; with 50% employer match about $75,498 at 4% or $50,332 at 6%; with 100% employer match about $56,623 at 4% or $37,749 at 6%. |
| 2016 | 5 | 223 | $6,252,034 | $896,406 | $4,020iApproximate average salary by contribution assumption: employee only about $100,494 at 4% or $66,996 at 6%; with 50% employer match about $66,996 at 4% or $44,664 at 6%; with 100% employer match about $50,247 at 4% or $33,498 at 6%. |
| Nbs Retirement Readiness Plan | - | 223 | $6,252,034 | $279,358 | $1,253iApproximate average salary by contribution assumption: employee only about $31,318 at 4% or $20,879 at 6%; with 50% employer match about $20,879 at 4% or $13,919 at 6%; with 100% employer match about $15,659 at 4% or $10,439 at 6%. |
| Nbs 401(K) Profit Sharing Plan Trust | - | - | - | - | - |
| NBS WELFARE DEPARTMENT RETIRE IN STYLE PLAN | - | 0 | $0 | $277,349 | - |
| NBS NON-ERISA & DATA SERVICES RETIRE IN STYLE PLAN | - | 0 | $0 | $90,709 | - |
| NBS GENERAL OFFICE RETIRE IN STYLE PLAN | - | 0 | $0 | $248,990 | - |
| 2015 | 6 | 163 | $10,336,720 | $781,187 | $4,793iApproximate average salary by contribution assumption: employee only about $119,814 at 4% or $79,876 at 6%; with 50% employer match about $79,876 at 4% or $53,251 at 6%; with 100% employer match about $59,907 at 4% or $39,938 at 6%. |
| Nbs 401(K) Profit Sharing Plan Trust | - | - | $5,113,009 | - | - |
| NBS GENERAL OFFICE RETIRE IN STYLE PLAN | - | 64 | $2,665,172 | $371,528 | $5,805iApproximate average salary by contribution assumption: employee only about $145,128 at 4% or $96,752 at 6%; with 50% employer match about $96,752 at 4% or $64,501 at 6%; with 100% employer match about $72,564 at 4% or $48,376 at 6%. |
| Nbs Retirement Readiness Plan | - | 55 | $1,176,471 | $106,091 | $1,929iApproximate average salary by contribution assumption: employee only about $48,223 at 4% or $32,149 at 6%; with 50% employer match about $32,149 at 4% or $21,433 at 6%; with 100% employer match about $24,112 at 4% or $16,074 at 6%. |
| NBS WELFARE DEPARTMENT RETIRE IN STYLE PLAN | - | 85 | $833,403 | $185,562 | $2,183iApproximate average salary by contribution assumption: employee only about $54,577 at 4% or $36,385 at 6%; with 50% employer match about $36,385 at 4% or $24,256 at 6%; with 100% employer match about $27,289 at 4% or $18,192 at 6%. |
| NBS NON-ERISA & DATA SERVICES RETIRE IN STYLE PLAN | - | 56 | $548,665 | $118,006 | $2,107iApproximate average salary by contribution assumption: employee only about $52,681 at 4% or $35,121 at 6%; with 50% employer match about $35,121 at 4% or $23,414 at 6%; with 100% employer match about $26,341 at 4% or $17,560 at 6%. |
| NATIONAL BENEFIT SERVICES, LLC HRA PLAN | - | 163 | - | - | - |
| 2014 | 6 | 149 | $9,981,483 | $744,110 | $4,994iApproximate average salary by contribution assumption: employee only about $124,851 at 4% or $83,234 at 6%; with 50% employer match about $83,234 at 4% or $55,489 at 6%; with 100% employer match about $62,425 at 4% or $41,617 at 6%. |
| Nbs 401(K) Profit Sharing Plan Trust | - | - | $4,904,126 | - | - |
| NBS 401(K) PLAN - GENERAL OFFICE | - | 54 | $2,477,161 | $252,098 | $4,668iApproximate average salary by contribution assumption: employee only about $116,712 at 4% or $77,808 at 6%; with 50% employer match about $77,808 at 4% or $51,872 at 6%; with 100% employer match about $58,356 at 4% or $38,904 at 6%. |
| Nbs Retirement Readiness Plan | - | 55 | $1,192,080 | $147,707 | $2,686iApproximate average salary by contribution assumption: employee only about $67,140 at 4% or $44,760 at 6%; with 50% employer match about $44,760 at 4% or $29,840 at 6%; with 100% employer match about $33,570 at 4% or $22,380 at 6%. |
| NBS 401(K) PLAN - WELFARE | - | 70 | $831,174 | $183,500 | $2,621iApproximate average salary by contribution assumption: employee only about $65,536 at 4% or $43,690 at 6%; with 50% employer match about $43,690 at 4% or $29,127 at 6%; with 100% employer match about $32,768 at 4% or $21,845 at 6%. |
| NBS 401(K) PLAN - 403(B), DATA SERVICES | - | 54 | $576,942 | $160,805 | $2,978iApproximate average salary by contribution assumption: employee only about $74,447 at 4% or $49,631 at 6%; with 50% employer match about $49,631 at 4% or $33,087 at 6%; with 100% employer match about $37,223 at 4% or $24,816 at 6%. |
| NATIONAL BENEFIT SERVICES, LLC HRA PLAN | - | 149 | - | - | - |
| 2013 | 6 | 124 | $8,400,657 | $649,624 | $5,239iApproximate average salary by contribution assumption: employee only about $130,973 at 4% or $87,315 at 6%; with 50% employer match about $87,315 at 4% or $58,210 at 6%; with 100% employer match about $65,486 at 4% or $43,658 at 6%. |
| Nbs 401(K) Profit Sharing Plan Trust | - | - | $4,130,986 | - | - |
| NBS 401(K) PLAN - GENERAL OFFICE | - | 44 | $2,070,606 | $284,612 | $6,468iApproximate average salary by contribution assumption: employee only about $161,711 at 4% or $107,808 at 6%; with 50% employer match about $107,808 at 4% or $71,872 at 6%; with 100% employer match about $80,856 at 4% or $53,904 at 6%. |
| Nbs Retirement Readiness Plan | - | 63 | $1,074,782 | $93,082 | $1,477iApproximate average salary by contribution assumption: employee only about $36,937 at 4% or $24,625 at 6%; with 50% employer match about $24,625 at 4% or $16,417 at 6%; with 100% employer match about $18,469 at 4% or $12,312 at 6%. |
| NBS 401(K) PLAN - WELFARE | - | 75 | $681,916 | $171,596 | $2,288iApproximate average salary by contribution assumption: employee only about $57,199 at 4% or $38,132 at 6%; with 50% employer match about $38,132 at 4% or $25,422 at 6%; with 100% employer match about $28,599 at 4% or $19,066 at 6%. |
| NBS 401(K) PLAN - 403(B), DATA SERVICES | - | 56 | $442,367 | $100,334 | $1,792iApproximate average salary by contribution assumption: employee only about $44,792 at 4% or $29,861 at 6%; with 50% employer match about $29,861 at 4% or $19,908 at 6%; with 100% employer match about $22,396 at 4% or $14,931 at 6%. |
| NATIONAL BENEFIT SERVICES, LLC HRA PLAN | - | 124 | - | - | - |
| 2012 | 6 | 130 | $6,097,088 | $475,189 | $3,655iApproximate average salary by contribution assumption: employee only about $91,383 at 4% or $60,922 at 6%; with 50% employer match about $60,922 at 4% or $40,614 at 6%; with 100% employer match about $45,691 at 4% or $30,461 at 6%. |
| Nbs 401(K) Profit Sharing Plan Trust | - | - | $2,965,785 | - | - |
| NBS 401(K) PLAN - GENERAL OFFICE | - | 46 | $1,473,382 | $248,976 | $5,413iApproximate average salary by contribution assumption: employee only about $135,313 at 4% or $90,209 at 6%; with 50% employer match about $90,209 at 4% or $60,139 at 6%; with 100% employer match about $67,657 at 4% or $45,104 at 6%. |
| Nbs Retirement Readiness Plan | - | 56 | $849,263 | $109,799 | $1,961iApproximate average salary by contribution assumption: employee only about $49,017 at 4% or $32,678 at 6%; with 50% employer match about $32,678 at 4% or $21,786 at 6%; with 100% employer match about $24,509 at 4% or $16,339 at 6%. |
| NBS 401(K) PLAN - WELFARE | - | 52 | $495,549 | $68,817 | $1,323iApproximate average salary by contribution assumption: employee only about $33,085 at 4% or $22,057 at 6%; with 50% employer match about $22,057 at 4% or $14,704 at 6%; with 100% employer match about $16,543 at 4% or $11,028 at 6%. |
| NBS 401(K) PLAN - 403(B), DATA SERVICES | - | 46 | $313,109 | $47,597 | $1,035iApproximate average salary by contribution assumption: employee only about $25,868 at 4% or $17,245 at 6%; with 50% employer match about $17,245 at 4% or $11,497 at 6%; with 100% employer match about $12,934 at 4% or $8,623 at 6%. |
| NATIONAL BENEFIT SERVICES, LLC HRA PLAN | - | 130 | - | - | - |
| 2011 | 3 | 93 | $4,722,967 | $446,360 | $4,800iApproximate average salary by contribution assumption: employee only about $119,989 at 4% or $79,993 at 6%; with 50% employer match about $79,993 at 4% or $53,329 at 6%; with 100% employer match about $59,995 at 4% or $39,996 at 6%. |
| Nbs 401(K) Profit Sharing Plan Trust | - | - | $2,339,419 | - | - |
| NBS SALARY EMPLOYEES' 401(K) PROFIT SHARING PLAN | - | 73 | $1,902,357 | $326,760 | $4,476iApproximate average salary by contribution assumption: employee only about $111,904 at 4% or $74,603 at 6%; with 50% employer match about $74,603 at 4% or $49,735 at 6%; with 100% employer match about $55,952 at 4% or $37,301 at 6%. |
| Nbs Retirement Readiness Plan | - | 93 | $481,191 | $119,600 | $1,286iApproximate average salary by contribution assumption: employee only about $32,151 at 4% or $21,434 at 6%; with 50% employer match about $21,434 at 4% or $14,289 at 6%; with 100% employer match about $16,075 at 4% or $10,717 at 6%. |
| 2010 | 3 | 79 | $4,518,665 | $318,824 | $4,036iApproximate average salary by contribution assumption: employee only about $100,894 at 4% or $67,262 at 6%; with 50% employer match about $67,262 at 4% or $44,842 at 6%; with 100% employer match about $50,447 at 4% or $33,631 at 6%. |
| Nbs 401(K) Profit Sharing Plan Trust | - | - | $2,240,675 | - | - |
| NBS SALARY EMPLOYEES' 401(K) PROFIT SHARING PLAN | - | 60 | $1,830,280 | $197,495 | $3,292iApproximate average salary by contribution assumption: employee only about $82,290 at 4% or $54,860 at 6%; with 50% employer match about $54,860 at 4% or $36,573 at 6%; with 100% employer match about $41,145 at 4% or $27,430 at 6%. |
| Nbs Retirement Readiness Plan | - | 79 | $447,710 | $121,329 | $1,536iApproximate average salary by contribution assumption: employee only about $38,395 at 4% or $25,597 at 6%; with 50% employer match about $25,597 at 4% or $17,065 at 6%; with 100% employer match about $19,198 at 4% or $12,798 at 6%. |
| 2009 | 3 | 75 | $3,317,531 | $277,146 | $3,695iApproximate average salary by contribution assumption: employee only about $92,382 at 4% or $61,588 at 6%; with 50% employer match about $61,588 at 4% or $41,059 at 6%; with 100% employer match about $46,191 at 4% or $30,794 at 6%. |
| Nbs 401(K) Profit Sharing Plan Trust | - | - | $1,640,885 | - | - |
| NBS SALARY EMPLOYEES' 401(K) PROFIT SHARING PLAN | - | 75 | $1,405,881 | $73,339 | $978iApproximate average salary by contribution assumption: employee only about $24,446 at 4% or $16,298 at 6%; with 50% employer match about $16,298 at 4% or $10,865 at 6%; with 100% employer match about $12,223 at 4% or $8,149 at 6%. |
| Nbs Retirement Readiness Plan | - | 59 | $270,765 | $203,807 | $3,454iApproximate average salary by contribution assumption: employee only about $86,359 at 4% or $57,573 at 6%; with 50% employer match about $57,573 at 4% or $38,382 at 6%; with 100% employer match about $43,179 at 4% or $28,786 at 6%. |
| 2008 | 1 | 96 | $999,520 | $354,654 | $3,694iApproximate average salary by contribution assumption: employee only about $92,358 at 4% or $61,572 at 6%; with 50% employer match about $61,572 at 4% or $41,048 at 6%; with 100% employer match about $46,179 at 4% or $30,786 at 6%. |
| Nbs Retirement Readiness Plan | - | 96 | $999,520 | $354,654 | $3,694iApproximate average salary by contribution assumption: employee only about $92,358 at 4% or $61,572 at 6%; with 50% employer match about $61,572 at 4% or $41,048 at 6%; with 100% employer match about $46,179 at 4% or $30,786 at 6%. |
| 2007 | 1 | 74 | $0 | $0 | - |
| Nbs Retirement Readiness Plan | - | 74 | - | - | - |
| 2006 | 1 | 44 | $833,103 | $174,833 | $3,973iApproximate average salary by contribution assumption: employee only about $99,337 at 4% or $66,225 at 6%; with 50% employer match about $66,225 at 4% or $44,150 at 6%; with 100% employer match about $49,668 at 4% or $33,112 at 6%. |
| Nbs Retirement Readiness Plan | - | 44 | $833,103 | $174,833 | $3,973iApproximate average salary by contribution assumption: employee only about $99,337 at 4% or $66,225 at 6%; with 50% employer match about $66,225 at 4% or $44,150 at 6%; with 100% employer match about $49,668 at 4% or $33,112 at 6%. |
| 2005 | 1 | 30 | $226,246 | $42,067 | $1,402iApproximate average salary by contribution assumption: employee only about $35,056 at 4% or $23,371 at 6%; with 50% employer match about $23,371 at 4% or $15,580 at 6%; with 100% employer match about $17,528 at 4% or $11,685 at 6%. |
| Nbs Retirement Readiness Plan | - | 30 | $226,246 | $42,067 | $1,402iApproximate average salary by contribution assumption: employee only about $35,056 at 4% or $23,371 at 6%; with 50% employer match about $23,371 at 4% or $15,580 at 6%; with 100% employer match about $17,528 at 4% or $11,685 at 6%. |