Department of Labor filing

NISA INVESTMENT ADVISORS, LLC

NISA INVESTMENT ADVISORS, LLC PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Oct 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

76filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$10,766

Reported employer contributions per active participant.

Higher than about 78% of comparable plans
#People in the filing
388

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$31 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 73% of comparable plans
Investment performance
Not available

Plan assets changed 19.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202476out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions78th percentileTypical peer $5,330 · based on 410 comparable plans
Lower reported administrative expense73rd percentileTypical peer $118 · based on 398 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, NISA INVESTMENT ADVISORS, LLC reported $4,177,162 in employer contributions across the plan and 388 active participants. That works out to $10,766 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy80%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 13.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context76/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$4,177,162
Participant contributions
$5,391,151
Other contributions
$239,110
Employer share of reported contributions
43.7%
Beginning assets
$103,437,207
Ending assets
$123,977,378
Ending net assets
$123,977,378
Ending liabilities
Not reported
Total income
$26,331,908
Total expenses
$5,791,737
Administrative expenses
$15,236
Participant loans
$446,278

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$9,524
2023
$10,037
2024
$10,766
Plan-paid administrative expenses per participant
2022
$31
2023
$30
2024
$31
Active participants
2022
381
2023
392
2024
388
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$10,766388124M20251008151143NAL0005743681002
2023$10,037392103.4M20241003103332NAL0004789859001
2022$9,52438178.1M20231009172616NAL0017191107001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.4%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
481140940-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Apr 1, 1994
Industry
Finance and insurance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2R2S2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
CHARLES SCHWAB & CO. INC. AND AFFIL2024Not reportedunknown

Current plan terms

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Filing ACK_ID20251008151143NAL0005743681002
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗