401(k) · DOL Form 5500 · 2022

Neo Philanthropy, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
248
Participants Below avg headcount
63rd
Percentile by assets National rank
$35,891
Avg per participant Low balance/head
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Official DOL plan name: Neo Philanthropy, Inc. 401(k) Plan · Sponsored by Neo Philanthropy, Inc. · New York · Other Services

$9M in assets, 248 participants

Neo Philanthropy, Inc.'s Neo Philanthropy, Inc. 401(k) Plan reported $9M in total assets and 248 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #6,564 in Other Services (8,398 peers)

Coverage in New York

Neo Philanthropy, Inc. 401(k) Plan covers 248 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $9M.

#6,564
in Other Services (8,398 peers)
+9.7%
assets growth YoY

Neo Philanthropy, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Neo Philanthropy, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,901,064 Top 37% higher than 63% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Neo Philanthropy, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neo Philanthropy, Inc. 401(k) Plan sits mid-pack in the medium band (248 participants).

DOL schedule card

Filing strip 133191113 · Neo Philanthropy, Inc. PY 2022 · 401(k)

Neo Philanthropy, Inc. 401(k) Plan · $9M · 248 · 63rd

  • EIN $9M
  • RANK 248
  • PHOTO 63rd
  • IND 401(k)
  • EOY near John H. Northrop & Associates, Inc. 401(k) Safe Harbor Plan
  • 5500 ind #6564

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Other Services retirement plans → · Plans in New York →

Neo Philanthropy, Inc. 401(k) Plan in the asset neighbourhood

Neo Philanthropy, Inc. 401(k) PlanNeo Philanthropy, Inc. 401(k…$9MJohn H. Northrop & Associates, Inc. 401(k) Safe Harbor PlanJohn H. Northrop & Associate…$9MJournal Graphics, Inc. 401(k) PlanJournal Graphics, Inc. 401(k…$9MAwg-Nebraska Collective Bargaining Unit 401(k) PlanAwg-Nebraska Collective Barg…$9MHeely-Brown Company, Inc. 401(k) PlanHeely-Brown Company, Inc. 40…$9M
End-of-year total assets ($M) among Neo Philanthropy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$788K
Employer EIN133191113
Plan Effective Date2005-07-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Neo Philanthropy, Inc.)

Sponsor-wide plan assets over time

All Neo Philanthropy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 73.04436862828983% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $8.9M $15.4M ▲ +73.0%
Year Plans Participants Total Assets
2022 1 248 $9M
2023 1 286 $12M
2024 1 323 $15M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Neo Philanthropy, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Neo Philanthropy, Inc. 401(k) Plan, Total assets ($B): 0.008901064 · Participants: 248Neo Philanthropy, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Neo Philanthropy, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Neo Philanthropy, Inc. 401(k) Plan side-by-side with 3 peers →

Neo Philanthropy, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is John H. Northrop & Associates, Inc. 401(k) Safe Harbor Plan in MD ($9M); by covered participants it is Emmis Operating Company 401(k) Plan in IN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Neo Philanthropy, Inc. 401(k) Plan assets move in 2022? ▼
Neo Philanthropy, Inc. 401(k) Plan grew at a solid clip - up 9.7% during 2022, from $8M to $9M. Reported net income was $788K.
How have Neo Philanthropy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neo Philanthropy, Inc.'s sponsor-wide assets grew 73.0%, from $9M to $15M.
Which 401(k) plans are similar in size to Neo Philanthropy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is John H. Northrop & Associates, Inc. 401(k) Safe Harbor Plan in MD ($9M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Neo Philanthropy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Emmis Operating Company 401(k) Plan in IN (248 participants, $55M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 133191113.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.