DFX Intelligence

1 more dated event

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National Bankshares, Inc. Retirement Income Plan

Corporate pension· Blacksburg, Virginia

Corporate pension, based in Blacksburg, Virginia, reporting $40.4M in assets, for 346 participants.

Composed from this allocator's classification, location and filed figures.

As of 2025-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Assets: $40.4M
Funded ratio: 164.8%

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Open searches Allocation policy

As of 2025-01-01 · the latest dated event for this allocator; each figure carries its own filing or report date

Nothing material in the last 90 days. Last change: 1 Jan 2025, National Bankshares, Inc. Retirement Income Plan funded ratio 155.4% -> 164.8% (2024-01-01 to 2025-01-01).

1 more dated event

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Relationship network

3 connected entities

From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.

National Bankshares, Inc. Retirement Income Plan

Reading the network

Service provider
Organization

›How strength and recency are read

Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.

Darker lines were active in the last 24 months or are current; lighter lines are older or undated.

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Size, funding, policy and commitments, with their basesCorporate pensionShow

Corporate pension

Assets

$40.4M

Total assets, Dec 31, 2025 reported

Funded

164.8%

Jan 1, 2025

Private markets target

no policy read

policy Dec 31, 2025

Commitments

none on the tape

Plan sponsor: National Bankshares, Inc.

Allocation policy

Form 5500, as of Dec 31, 2025

Actual allocation lines without a target (as filed)

Interest-bearing cash 3.8%
Non-interest-bearing cash 0.7%
Corporate debt instruments (other) 21.8%
U.S. Government securities 0.1%
Registered investment companies 17.3%
Common stock 56.0%

Consultants and advisers

2 firms

Sageview Consulting Group Actuarythrough Dec 31, 2025 Form 5500
Creative Planning Instl Consulting Actuarythrough Dec 31, 2025 Form 5500

People

No investment staff or executives have been read for this allocator yet.

Manager roster

No manager relationship is on the tape for this allocator.

What changed

6 events

Jan 1, 2025Funded status changed
National Bankshares, Inc. Retirement Income Plan funded ratio 155.4% -> 164.8% (2024-01-01 to 2025-01-01)
askebsa.dol.gov
Jan 1, 2025Assets changed
National Bankshares, Inc. Retirement Income Plan plan assets $33M -> $39M (+20.6%, 2024-01-01 to 2025-01-01)
askebsa.dol.gov
Dec 31, 2024Assets changed
National Bankshares, Inc. Retirement Income Plan total assets $33M -> $39M (+20.6%, 2023-12-31 to 2024-12-31)
askebsa.dol.gov
Jan 1, 2024Funded status changed
National Bankshares, Inc. Retirement Income Plan funded ratio 163.4% -> 155.4% (2023-01-01 to 2024-01-01)
askebsa.dol.gov
Jan 1, 2023Funded status changed
National Bankshares, Inc. Retirement Income Plan funded ratio 168.9% -> 163.4% (2022-01-01 to 2023-01-01)
askebsa.dol.gov

+1 more dated event

Every name, record and relationship behind this count, with the source on each.

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Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.

Commitments

No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.

Size and funding

40 readings

Total assets

$40.4M Dec 31, 2025 reported Form 5500

$39.3M (2024-12) · $32.6M (2023-12) · $29.8M (2022-12)

Plan assets

$39.3M Jan 1, 2025 reported Form 5500

$32.6M (2024-01) · $29.8M (2023-01) · $36.3M (2022-01)

Net assets

$40.4M Dec 31, 2025 reported Form 5500

$39.3M (2024-12) · $32.6M (2023-12) · $29.8M (2022-12)

Funded ratio

164.8% Jan 1, 2025 reported Form 5500

155.4% (2024-01) · 163.4% (2023-01) · 168.9% (2022-01)

Funding target

$22.3M Jan 1, 2025 reported Form 5500

$21.4M (2024-01) · $20.0M (2023-01) · $19.8M (2022-01)

Discount rate

5.32% Jan 1, 2025 reported Form 5500

5.16% (2024-01) · 5.24% (2023-01) · 5.40% (2022-01)

Participants

346 Jan 1, 2025 reported Form 5500

346 (2024-01) · 334 (2023-01) · 332 (2022-01)

Contributions

$0 Dec 31, 2025 reported Form 5500

$3.0M (2024-12) · $0 (2023-12) · $0 (2022-12)

Benefits paid

$3.7M Dec 31, 2025 reported Form 5500

$1.1M (2024-12) · $824,606 (2023-12) · $2.7M (2022-12)

Net investment income

$1.1M Dec 31, 2025 reported Form 5500

$6.7M (2024-12) · $2.8M (2023-12) · -$6.4M (2022-12)

Form 5500 filings

4 plan years

Plan year	Participants	Assets (SB market)	Funding target	FTAP	Total assets (H)	Partnerships / JV	Master trust	Real estate
2025 to Dec 31, 2025	346	$39.3M	$22.3M	164.8%	$40.4M	Not disclosed	Not disclosed	Not disclosed
2024 to Dec 31, 2024	346	$32.6M	$21.4M	155.4%	$39.3M	Not disclosed	Not disclosed	Not disclosed
2023 to Dec 31, 2023	334	$29.8M	$20.0M	163.4%	$32.6M	Not disclosed	Not disclosed	Not disclosed
2022 to Dec 31, 2022	332	$36.3M	$19.8M	168.9%	$29.8M	Not disclosed	Not disclosed	Not disclosed

Service providers and investment entities as filed (Schedule C and D, latest year first)

Sageview Consulting Group codes 11 50 $47,880 PY2025
Creative Planning Instl Consulting codes 11 PY2025
Sageview Consulting Group codes 11 50 $27,200 PY2024

+5 more service providers

Every name, record and relationship behind this count, with the source on each.

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Provenance

Identifiers: EIN-PN 541375874-001

Cross-graph: no entry on another DFX graph

First observed Sep 15, 2026, last observed Sep 29, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.

Not yet on record: fund commitments, managers.

Record history

6 dated events on the change ledger, latest event first

Funded status changed
2025-01-01source on record
Total assets changed
2025-01-01source on record
Total assets changed
2024-12-31source on record

+3 more changes on this record's ledger

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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.

›Connections

every published relationship on the graph

+3 connections on the graph

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.