My Plan Facts

Texas › Retail trade › 100 to 249 participants

Form 5500 statement · plan year 1 Jan 2025 to 31 Dec 2025

National Door Industries, Inc. Employees' Retirement Plan

Sponsored by National Door Industries, Inc., Fort Worth, TX

profit-sharing planplan year 2025 filing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$14.0Mnet assets, end of plan year+12% on the year
122participants48 active
$114,975net assets per participantsame-size median $60,185
$1,669employer contributions per active participantsame-size median $2,447

National Door Industries, Inc. Employees' Retirement Plan is a profit-sharing plan sponsored by National Door Industries, Inc. of Fort Worth, Texas. For the plan year ending 31 Dec 2025 it reported 122 participants, 48 of them active, and net assets of $14.0M.

Net assets came to $101,739 per participant in plan year 2024, well above the $60,185 median for defined contribution plans with 100 to 249 participants and well above the $36,708 median for defined contribution plans in retail trade. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $80K during the year, or $1,669 per active participant against a same-size median of $2,447; participants contributed —. Benefits paid out totalled $451K.

Schedule C lists 3 service provider organisations paid $5,000 or more, with reported compensation of $64K: $522 per participant, well above the same-size median of $194. Administrative expenses charged to the plan were $64K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $9.8M in 2009 to $14.0M in 2025 (up 43%), and participants from 228 to 122 (down 46%).

The independent accountant's opinion on the financial statements was unmodified (unqualified).

Compared with similar plans

Measure, plan year 2024This planSame sizeSame industryAll US DC plans
Net assets per participant$101,739$60,185$36,708$53,102
Employer contributions per active participant$2,550$2,447$999$2,175
Schedule C compensation per participant$585$194$121$123
Schedule C compensation, share of net assets0.57%0.32%0.36%0.26%
Administrative expenses per participant$585$176$114$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 100 to 249 participants (21,996 plans), retail trade (3,794) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2009: $9.8M2010: $11.0M2011: $10.2M2012: $10.9M2013: $9.5M2015: $8.6M2016: $8.0M2017: $9.0M2018: $8.2M2019: $9.7M2020: $10.6M2021: $12.2M2022: $10.8M2023: $11.2M2024: $12.5M2025: $14.0M$9.8M$14.0M200920122016202020242025
Net assets at year end
2009: 2282010: 2262011: 2172012: 2122013: 1622015: 1042016: 1012017: 1072018: 1102019: 1072020: 1112021: 1122022: 1152023: 1182024: 1232025: 122228122200920122016202020242025
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2025122$14.0M$114,975$80K—$64K
2024123$12.5M$101,740$140K—$72K
2023118$11.2M$95,314$80K—$49K
2022115$10.8M$93,809$114K—$49K
2021112$12.2M$109,000$63K—$49K
2020111$10.6M$95,486$21K—$33K
2019107$9.7M$90,383$29K—$31K
2018110$8.2M$74,736$68K—$30K
2017107$9.0M$83,682$69K—$31K
2016101$8.0M$79,475$49K—$30K
2015104$8.6M$83,000$48K$0$19K
2013162$9.5M$58,586$60K—$27K
2012212$10.9M$51,373——$34K
2011217$10.2M$47,124——$35K
2010226$11.0M$48,544——$34K
2009228$9.8M$42,921——$53K

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$12,513,848
  • Employer contributions$80,108
  • Participant contributions—
  • Rollovers and other contributions—
  • Total contributions$80,108
  • Total income, including investment results$2,028,491
  • Benefits paid$451,342
  • Administrative expenses$64,051
  • Total expenses$515,393
  • Net income$1,513,098
  • Net transfers$0
  • Net assets, end of year$14,026,946

Participants

  • Active participants48
  • Retired or separated, receiving benefits0
  • Retired or separated, entitled to future benefits73
  • Participants with account balances121
  • Total participants, end of year122

Fees and service providers

$64KSchedule C compensation to organisations$64K direct · $0 indirect
$522per participantsame-size median $194
0.45%of net assetssame-size median 0.32%
$64Kadministrative expenses charged to the plan$525 per participant
OrganisationServices reportedDirectIndirect
GRB Financial, LLCInvestment advisory (plan); Investment management$47,676$0
Sutton Frost Cary, LLPAccounting (including auditing)$12,000$0
Lsa Pension Services, Inc.Plan Administrator$3,965$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Investment advisory and management fees$47,676
  • IQPA audit fees$12,000
  • Recordkeeping fees$3,966
  • Other administrative expenses$409
  • Total administrative expenses$64,051

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Registered investment companies (mutual funds)$11.0M · 78.2%
  • Insurance company general account$2.5M · 17.6%
  • Corporate stocks$511K · 3.6%
  • Receivables$80K · 0.6%
  • Cash (interest and non-interest bearing)$1,171 · 0.0%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)No
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $500,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2EProfit-sharing plan
  • 3DPre-approved pension plan

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 444190: Other Building Material Dealers.

Similar plans in Texas

PlanSponsorParticipantsNet assetsPer participant
Hoy Family Auto 401(k) PlanAirway Properties Operatiors, LLC DBA Hoy Family Auto123$7.2M$58,739
Alliance Materials, Inc. 401(k) and Profit Sharing PlanAlliance Materials, Inc.117——
Wave Health Services 401(k) PlanWave Health Services, LLC125$3.8M$30,412
Stephen Joseph, Inc. 401(k) PlanStephen Joseph, Inc.116$2.1M$17,854
Lumos 401(k) PlanLumos Motors, LLC DBA Lumos Honda126——
Benny Boyd, Ltd. 401(k) Profit Sharing PlanBenny Boyd, Ltd.112$5.4M$48,432

Defined contribution plans in retail trade closest in size.

Questions and answers

How big is National Door Industries, Inc. Employees' Retirement Plan?

122 participants at the end of the plan year ending 31 Dec 2025, of whom 48 were active employees, with net assets of $14,026,946. Among defined contribution plans that places it in the 100 to 249 participants band, which held 21,996 plans in plan year 2024.

What does National Door Industries, Inc. contribute per participant?

The filing reports $80,108 in employer contributions for the year, which is $1,669 per active participant; the median for plans of the same type and size was $2,447 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $63,641 in compensation to service provider organisations, $522 per participant or 0.45% of net assets. The same-size median among plans reporting any Schedule C compensation was $194 per participant. Administrative expenses on Schedule H were $64,051. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is National Door Industries, Inc.. Recordkeeping or administration: Lsa Pension Services, Inc.. Investment advisory or management: GRB Financial, LLC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2025 to 31 Dec 2025, received by the Department of Labor on 30 Jul 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 75-1587115, plan 002, received 30 Jul 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.