401(k) · DOL Form 5500 · 2022

Neuberger Berman Group LLC 401(k) Plan

Data updated 2026-08-25

$1.5B
Total assets Very large vs avg
1,787
Participants Near avg headcount
99th
Percentile by assets National rank
$823,633
Avg per participant High balance/head
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Official DOL plan name: Neuberger Berman Group 401(k) Plan · Sponsored by Neuberger Berman Group LLC · New York · Finance & Insurance

$1.5B in assets, 1,787 participants

Neuberger Berman Group LLC's Neuberger Berman Group 401(k) Plan reported $1.5B in total assets and 1,787 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #9,116 in Finance & Insurance (9,261 peers)

Coverage in New York

Neuberger Berman Group 401(k) Plan covers 1,787 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $1.5B.

#9,116
in Finance & Insurance (9,261 peers)
-13.6%
assets change YoY
15×
vs typical plan assets (national mean)

The plan reported a net loss of $232M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Neuberger Berman Group 401(k) Plan's outsized position by total assets

Neuberger Berman Group 401(k) Plan vs every filed plan by assets

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

$1,471,832,807 Top 1% higher than 99% 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

Neuberger Berman Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neuberger Berman Group 401(k) Plan lands in the large band (1,787 participants).

EBSA filing schedule strip

Filing strip 611591182 · Neuberger Berman Group LLC PY 2022 · 401(k)

Neuberger Berman Group 401(k) Plan · $1.5B · 1,787 · 99th

  • IND $1.5B
  • EOY 1,787
  • 5500 99th
  • ASSETS 401(k)
  • PCT near Shaw Industries Group, Inc. Retirement Savings Plan
  • EIN ind #9116

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 Finance & Insurance retirement plans → · Plans in New York →

Neuberger Berman Group 401(k) Plan in the asset neighbourhood

Neuberger Berman Group 401(k) PlanNeuberger Berman Group 401(k…$1.5BShaw Industries Group, Inc. Retirement Savings PlanShaw Industries Group, Inc. …$1.5BWestlake Savings Plan$1.5BBrunswick Rewards Plan$1.5BReyes Holdings Retirement PlanReyes Holdings Retirement Pl…$1.5B
End-of-year total assets ($B) among Neuberger Berman Group 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)$1.7B
Net Assets (End of Year)$1.5B
Net Income-$232M
Employer EIN611591182
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neuberger Berman Group LLC)

Sponsor-wide plan assets over time

All Neuberger Berman Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 40.039290345836136% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.47B $2.06B ▲ +40.1%
Year Plans Participants Total Assets
2022 1 1,787 $1.5B
2023 1 1,939 $1.7B
2024 1 2,029 $2.1B

Nearby 401(k) Plans in New York

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

Neuberger Berman Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Neuberger Berman Group 401(k) Plan, Total assets ($B): 1.471832807 · Participants: 1787Neuberger Berman Group 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
Neuberger Berman Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Neuberger Berman Group 401(k) Plan side-by-side with 3 peers →

Neuberger Berman Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Shaw Industries Group, Inc. Retirement Savings Plan in GA ($1.5B); by covered participants it is Detroit Diesel UAW 163 Hourly Savings Plan in OR (1,787 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (1,787 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 Neuberger Berman Group 401(k) Plan assets move in 2022? ▼
Neuberger Berman Group 401(k) Plan pulled back noticeably - down 13.6% during 2022, from $1.7B to $1.5B. Reported net income was -$232M.
How have Neuberger Berman Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neuberger Berman Group LLC's sponsor-wide assets grew 40.0%, from $1.5B to $2.1B.
Where does Neuberger Berman Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Neuberger Berman Group 401(k) Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Neuberger Berman Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shaw Industries Group, Inc. Retirement Savings Plan in GA ($1.5B, 19,674 participants).
Which 401(k) plans cover a similar participant headcount to Neuberger Berman Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Detroit Diesel UAW 163 Hourly Savings Plan in OR (1,787 participants, $214M 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 611591182.

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.