How big is NAO, Inc.'s plan?

NAO, Inc.'s plan reported $4.4M in assets and 14 participants for 2024.

Original filing (PDF)20250915163134NAL0001328689001

NAO, Inc.

Name: NAO, Inc. — NAO, Inc. Cash Balance Plan, Form 5500 (2024)
Creator: NAO, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NAO, Inc. Cash Balance Plan

Defined-benefit pension plan · NAO, Inc.'s NAO, Inc. Cash Balance Plan held $4.4M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

NAO, Inc.'s EIN is 23-2417349.

EIN 23-2417349

Plan number 002

Plan year 2024

ACK ID 20250915163134NAL0001328689001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NAO, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NAO, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAO, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

NAO, INC.

EIN

all filings

Address

1284 E. SEDGLEY AVENUE · PHILADELPHIA, PA · 19134

Phone

(215) 743-5300

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-15

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

Woodward, Inc.

Woodward, Inc./MARS Mineral 401(k) Profit Sharing Plan

$4.4M · 31 participants

Midway Grinding, Inc.

Midway Grinding, Inc. Employees Profit Sharing Retirement Plan

$4.4M · 48 participants

MAC Metal Products of Wisconsin Inc.

MAC Metal Products of WIS. , Inc. Employees 401(k) P/S Plan

$4.4M · 50 participants

Exact Tool & Die, Inc.

Exact Tool & Die, Inc. 401(k) Retirement Plan

$4.4M · 45 participants

Olsen Chain and Cable Co., Inc.

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.