Civic Intelligence

National Equity Fund

Plan context: National Equity Fund 401(K) Retirement Plan

EIN 36-3490231 • 54 filings • 10 plans

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Current Snapshot

Latest Year

2024

2024 Participants

209

2024 Assets

$91,603,409

2024 Contributions

$7,362,434

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$91,603,409$45,801,705$0200020122024YearValue
$91,603,409Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

2091050199920122024YearValue
209Latest year 2024

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20242209$91,603,409$7,362,434$35,227iApproximate average salary by contribution assumption: employee only about $880,674 at 4% or $587,116 at 6%; with 50% employer match about $587,116 at 4% or $391,411 at 6%; with 100% employer match about $440,337 at 4% or $293,558 at 6%.
National Equity Fund 401(K) Retirement Plan-209$91,603,409$7,362,434$35,227iApproximate average salary by contribution assumption: employee only about $880,674 at 4% or $587,116 at 6%; with 50% employer match about $587,116 at 4% or $391,411 at 6%; with 100% employer match about $440,337 at 4% or $293,558 at 6%.
National Equity Fund Welfare Benefit Plan-202---
20232194$77,028,182$4,977,297$25,656iApproximate average salary by contribution assumption: employee only about $641,404 at 4% or $427,603 at 6%; with 50% employer match about $427,603 at 4% or $285,069 at 6%; with 100% employer match about $320,702 at 4% or $213,801 at 6%.
National Equity Fund 401(K) Retirement Plan-194$77,028,182$4,977,297$25,656iApproximate average salary by contribution assumption: employee only about $641,404 at 4% or $427,603 at 6%; with 50% employer match about $427,603 at 4% or $285,069 at 6%; with 100% employer match about $320,702 at 4% or $213,801 at 6%.
National Equity Fund Welfare Benefit Plan-191---
20222182$65,893,541$4,829,098$26,534iApproximate average salary by contribution assumption: employee only about $663,338 at 4% or $442,225 at 6%; with 50% employer match about $442,225 at 4% or $294,817 at 6%; with 100% employer match about $331,669 at 4% or $221,113 at 6%.
National Equity Fund 401(K) Retirement Plan-182$65,893,541$4,829,098$26,534iApproximate average salary by contribution assumption: employee only about $663,338 at 4% or $442,225 at 6%; with 50% employer match about $442,225 at 4% or $294,817 at 6%; with 100% employer match about $331,669 at 4% or $221,113 at 6%.
National Equity Fund Welfare Benefit Plan-175---
20213197$80,522,452$4,687,918$23,797iApproximate average salary by contribution assumption: employee only about $594,913 at 4% or $396,609 at 6%; with 50% employer match about $396,609 at 4% or $264,406 at 6%; with 100% employer match about $297,457 at 4% or $198,304 at 6%.
National Equity Fund 401(K) Retirement Plan-197$80,522,452$4,687,918$23,797iApproximate average salary by contribution assumption: employee only about $594,913 at 4% or $396,609 at 6%; with 50% employer match about $396,609 at 4% or $264,406 at 6%; with 100% employer match about $297,457 at 4% or $198,304 at 6%.
National Equity Fund Welfare Benefit Plan-192---
National Equity Fund Welfare Benefit Plan-98---
20202178$67,387,783$3,883,595$21,818iApproximate average salary by contribution assumption: employee only about $545,449 at 4% or $363,632 at 6%; with 50% employer match about $363,632 at 4% or $242,422 at 6%; with 100% employer match about $272,724 at 4% or $181,816 at 6%.
National Equity Fund 401(K) Retirement Plan-175$67,387,783$3,883,595$22,192iApproximate average salary by contribution assumption: employee only about $554,799 at 4% or $369,866 at 6%; with 50% employer match about $369,866 at 4% or $246,577 at 6%; with 100% employer match about $277,400 at 4% or $184,933 at 6%.
National Equity Fund Welfare Benefit Plan-178---
20192167$57,344,338$3,548,615$21,249iApproximate average salary by contribution assumption: employee only about $531,230 at 4% or $354,153 at 6%; with 50% employer match about $354,153 at 4% or $236,102 at 6%; with 100% employer match about $265,615 at 4% or $177,077 at 6%.
National Equity Fund 401(K) Retirement Plan-161$57,344,338$3,548,615$22,041iApproximate average salary by contribution assumption: employee only about $551,027 at 4% or $367,351 at 6%; with 50% employer match about $367,351 at 4% or $244,901 at 6%; with 100% employer match about $275,514 at 4% or $183,676 at 6%.
National Equity Fund Welfare Benefit Plan-167---
20182159$45,923,977$3,378,244$21,247iApproximate average salary by contribution assumption: employee only about $531,170 at 4% or $354,114 at 6%; with 50% employer match about $354,114 at 4% or $236,076 at 6%; with 100% employer match about $265,585 at 4% or $177,057 at 6%.
National Equity Fund 401(K) Retirement Plan-155$45,923,977$3,378,244$21,795iApproximate average salary by contribution assumption: employee only about $544,878 at 4% or $363,252 at 6%; with 50% employer match about $363,252 at 4% or $242,168 at 6%; with 100% employer match about $272,439 at 4% or $181,626 at 6%.
National Equity Fund Welfare Benefit Plan-159---
20172166$45,896,024$3,497,247$21,068iApproximate average salary by contribution assumption: employee only about $526,694 at 4% or $351,129 at 6%; with 50% employer match about $351,129 at 4% or $234,086 at 6%; with 100% employer match about $263,347 at 4% or $175,565 at 6%.
National Equity Fund 401(K) Retirement Plan-164$45,896,024$3,497,247$21,325iApproximate average salary by contribution assumption: employee only about $533,117 at 4% or $355,411 at 6%; with 50% employer match about $355,411 at 4% or $236,941 at 6%; with 100% employer match about $266,558 at 4% or $177,706 at 6%.
National Equity Fund Welfare Benefit Plan-166---
20162163$37,948,146$3,189,231$19,566iApproximate average salary by contribution assumption: employee only about $489,146 at 4% or $326,097 at 6%; with 50% employer match about $326,097 at 4% or $217,398 at 6%; with 100% employer match about $244,573 at 4% or $163,049 at 6%.
National Equity Fund 401(K) Retirement Plan-163$37,948,146$3,189,231$19,566iApproximate average salary by contribution assumption: employee only about $489,146 at 4% or $326,097 at 6%; with 50% employer match about $326,097 at 4% or $217,398 at 6%; with 100% employer match about $244,573 at 4% or $163,049 at 6%.
National Equity Fund Welfare Benefit Plan-161---
20152155$33,004,135$3,168,103$20,439iApproximate average salary by contribution assumption: employee only about $510,984 at 4% or $340,656 at 6%; with 50% employer match about $340,656 at 4% or $227,104 at 6%; with 100% employer match about $255,492 at 4% or $170,328 at 6%.
National Equity Fund 401(K) Retirement Plan-154$33,004,135$3,168,103$20,572iApproximate average salary by contribution assumption: employee only about $514,302 at 4% or $342,868 at 6%; with 50% employer match about $342,868 at 4% or $228,579 at 6%; with 100% employer match about $257,151 at 4% or $171,434 at 6%.
National Equity Fund Welfare Benefit Plan-155---
20142154$30,938,144$2,919,384$18,957iApproximate average salary by contribution assumption: employee only about $473,926 at 4% or $315,951 at 6%; with 50% employer match about $315,951 at 4% or $210,634 at 6%; with 100% employer match about $236,963 at 4% or $157,975 at 6%.
National Equity Fund 401(K) Retirement Plan-154$30,938,144$2,919,384$18,957iApproximate average salary by contribution assumption: employee only about $473,926 at 4% or $315,951 at 6%; with 50% employer match about $315,951 at 4% or $210,634 at 6%; with 100% employer match about $236,963 at 4% or $157,975 at 6%.
National Equity Fund Welfare Benefit Plan-152---
20132158$27,545,465$2,692,592$17,042iApproximate average salary by contribution assumption: employee only about $426,043 at 4% or $284,029 at 6%; with 50% employer match about $284,029 at 4% or $189,352 at 6%; with 100% employer match about $213,022 at 4% or $142,014 at 6%.
National Equity Fund 401(K) Retirement Plan-158$27,545,465$2,692,592$17,042iApproximate average salary by contribution assumption: employee only about $426,043 at 4% or $284,029 at 6%; with 50% employer match about $284,029 at 4% or $189,352 at 6%; with 100% employer match about $213,022 at 4% or $142,014 at 6%.
National Equity Fund Welfare Benefit Plan-153---
20122160$21,965,824$2,414,516$15,091iApproximate average salary by contribution assumption: employee only about $377,268 at 4% or $251,512 at 6%; with 50% employer match about $251,512 at 4% or $167,675 at 6%; with 100% employer match about $188,634 at 4% or $125,756 at 6%.
National Equity Fund 401(K) Retirement Plan-160$21,965,824$2,414,516$15,091iApproximate average salary by contribution assumption: employee only about $377,268 at 4% or $251,512 at 6%; with 50% employer match about $251,512 at 4% or $167,675 at 6%; with 100% employer match about $188,634 at 4% or $125,756 at 6%.
National Equity Fund Welfare Benefit Plan-158---
20112157$18,091,110$2,451,890$15,617iApproximate average salary by contribution assumption: employee only about $390,428 at 4% or $260,286 at 6%; with 50% employer match about $260,286 at 4% or $173,524 at 6%; with 100% employer match about $195,214 at 4% or $130,143 at 6%.
National Equity Fund 401(K) Retirement Plan-157$18,091,110$2,451,890$15,617iApproximate average salary by contribution assumption: employee only about $390,428 at 4% or $260,286 at 6%; with 50% employer match about $260,286 at 4% or $173,524 at 6%; with 100% employer match about $195,214 at 4% or $130,143 at 6%.
National Equity Fund Welfare Benefit Plan-152---
20102153$17,840,699$2,202,525$14,396iApproximate average salary by contribution assumption: employee only about $359,890 at 4% or $239,926 at 6%; with 50% employer match about $239,926 at 4% or $159,951 at 6%; with 100% employer match about $179,945 at 4% or $119,963 at 6%.
National Equity Fund 401(K) Retirement Plan-153$17,840,699$2,202,525$14,396iApproximate average salary by contribution assumption: employee only about $359,890 at 4% or $239,926 at 6%; with 50% employer match about $239,926 at 4% or $159,951 at 6%; with 100% employer match about $179,945 at 4% or $119,963 at 6%.
National Equity Fund Welfare Benefit Plan-142---
20092150$14,556,318$2,076,604$13,844iApproximate average salary by contribution assumption: employee only about $346,101 at 4% or $230,734 at 6%; with 50% employer match about $230,734 at 4% or $153,823 at 6%; with 100% employer match about $173,050 at 4% or $115,367 at 6%.
National Equity Fund 401(K) Retirement Plan-150$14,556,318$2,076,604$13,844iApproximate average salary by contribution assumption: employee only about $346,101 at 4% or $230,734 at 6%; with 50% employer match about $230,734 at 4% or $153,823 at 6%; with 100% employer match about $173,050 at 4% or $115,367 at 6%.
National Equity Fund Welfare Benefit Plan-142---
20082158$11,046,195$2,148,354$13,597iApproximate average salary by contribution assumption: employee only about $339,929 at 4% or $226,620 at 6%; with 50% employer match about $226,620 at 4% or $151,080 at 6%; with 100% employer match about $169,965 at 4% or $113,310 at 6%.
National Equity Fund 401(K) Retirement Plan-158$11,046,195$2,148,354$13,597iApproximate average salary by contribution assumption: employee only about $339,929 at 4% or $226,620 at 6%; with 50% employer match about $226,620 at 4% or $151,080 at 6%; with 100% employer match about $169,965 at 4% or $113,310 at 6%.
National Equity Fund Welfare Benefit Plan-150---
20072157$14,775,711$1,844,967$11,751iApproximate average salary by contribution assumption: employee only about $293,785 at 4% or $195,856 at 6%; with 50% employer match about $195,856 at 4% or $130,571 at 6%; with 100% employer match about $146,892 at 4% or $97,928 at 6%.
National Equity Fund 401(K) Retirement Plan-144$14,775,711$1,844,967$12,812iApproximate average salary by contribution assumption: employee only about $320,307 at 4% or $213,538 at 6%; with 50% employer match about $213,538 at 4% or $142,359 at 6%; with 100% employer match about $160,153 at 4% or $106,769 at 6%.
National Equity Fund Welfare Benefit Plan-157---
20062134$14,027,857$1,827,284$13,636iApproximate average salary by contribution assumption: employee only about $340,911 at 4% or $227,274 at 6%; with 50% employer match about $227,274 at 4% or $151,516 at 6%; with 100% employer match about $170,456 at 4% or $113,637 at 6%.
National Equity Fund 401(K) Retirement Plan-134$14,027,857$1,827,284$13,636iApproximate average salary by contribution assumption: employee only about $340,911 at 4% or $227,274 at 6%; with 50% employer match about $227,274 at 4% or $151,516 at 6%; with 100% employer match about $170,456 at 4% or $113,637 at 6%.
National Equity Fund Welfare Benefit Plan-126---
20052129$11,389,374$1,724,087$13,365iApproximate average salary by contribution assumption: employee only about $334,125 at 4% or $222,750 at 6%; with 50% employer match about $222,750 at 4% or $148,500 at 6%; with 100% employer match about $167,063 at 4% or $111,375 at 6%.
National Equity Fund 401(K) Retirement Plan-129$11,389,374$1,724,087$13,365iApproximate average salary by contribution assumption: employee only about $334,125 at 4% or $222,750 at 6%; with 50% employer match about $222,750 at 4% or $148,500 at 6%; with 100% employer match about $167,063 at 4% or $111,375 at 6%.
National Equity Fund Welfare Benefit Plan-124---
20043121$9,666,853$1,478,386$12,218iApproximate average salary by contribution assumption: employee only about $305,452 at 4% or $203,634 at 6%; with 50% employer match about $203,634 at 4% or $135,756 at 6%; with 100% employer match about $152,726 at 4% or $101,817 at 6%.
National Equity Fund 401(K) Retirement Plan-121$9,666,853$629,537$5,203iApproximate average salary by contribution assumption: employee only about $130,070 at 4% or $86,713 at 6%; with 50% employer match about $86,713 at 4% or $57,809 at 6%; with 100% employer match about $65,035 at 4% or $43,357 at 6%.
National Equity Fund Welfare Benefit Plan-120---
National Equity Fund Pension Plan-0-$848,849-
20033124$8,017,004$1,294,559$10,440iApproximate average salary by contribution assumption: employee only about $261,000 at 4% or $174,000 at 6%; with 50% employer match about $174,000 at 4% or $116,000 at 6%; with 100% employer match about $130,500 at 4% or $87,000 at 6%.
National Equity Fund Pension Plan-122$5,494,278$722,375$5,921iApproximate average salary by contribution assumption: employee only about $148,028 at 4% or $98,685 at 6%; with 50% employer match about $98,685 at 4% or $65,790 at 6%; with 100% employer match about $74,014 at 4% or $49,343 at 6%.
National Equity Fund 401(K) Retirement Plan-124$2,522,726$572,184$4,614iApproximate average salary by contribution assumption: employee only about $115,360 at 4% or $76,906 at 6%; with 50% employer match about $76,906 at 4% or $51,271 at 6%; with 100% employer match about $57,680 at 4% or $38,453 at 6%.
National Equity Fund Welfare Benefit Plan-117---
20022128$5,885,849$1,119,114$8,743iApproximate average salary by contribution assumption: employee only about $218,577 at 4% or $145,718 at 6%; with 50% employer match about $145,718 at 4% or $97,145 at 6%; with 100% employer match about $109,288 at 4% or $72,859 at 6%.
National Equity Fund Pension Plan-115$4,236,829$648,562$5,640iApproximate average salary by contribution assumption: employee only about $140,992 at 4% or $93,994 at 6%; with 50% employer match about $93,994 at 4% or $62,663 at 6%; with 100% employer match about $70,496 at 4% or $46,997 at 6%.
National Equity Fund 401(K) Retirement Plan-128$1,649,020$470,552$3,676iApproximate average salary by contribution assumption: employee only about $91,905 at 4% or $61,270 at 6%; with 50% employer match about $61,270 at 4% or $40,847 at 6%; with 100% employer match about $45,952 at 4% or $30,635 at 6%.
20012137$6,485,955$1,038,008$7,577iApproximate average salary by contribution assumption: employee only about $189,418 at 4% or $126,278 at 6%; with 50% employer match about $126,278 at 4% or $84,186 at 6%; with 100% employer match about $94,709 at 4% or $63,139 at 6%.
National Equity Fund Pension Plan-114$4,787,685$512,396$4,495iApproximate average salary by contribution assumption: employee only about $112,368 at 4% or $74,912 at 6%; with 50% employer match about $74,912 at 4% or $49,941 at 6%; with 100% employer match about $56,184 at 4% or $37,456 at 6%.
National Equity Fund 401(K) Retirement Plan-137$1,698,270$525,612$3,837iApproximate average salary by contribution assumption: employee only about $95,915 at 4% or $63,943 at 6%; with 50% employer match about $63,943 at 4% or $42,629 at 6%; with 100% employer match about $47,957 at 4% or $31,972 at 6%.
20002139$5,338,240$934,822$6,725iApproximate average salary by contribution assumption: employee only about $168,133 at 4% or $112,089 at 6%; with 50% employer match about $112,089 at 4% or $74,726 at 6%; with 100% employer match about $84,067 at 4% or $56,044 at 6%.
National Equity Fund Pension Plan-134$5,338,240$934,822$6,976iApproximate average salary by contribution assumption: employee only about $174,407 at 4% or $116,271 at 6%; with 50% employer match about $116,271 at 4% or $77,514 at 6%; with 100% employer match about $87,204 at 4% or $58,136 at 6%.
National Equity Fund 401(K) Retirement Plan-139---
19991174$0$0-
National Equity Fund Pension Plan-174---