Other
2022 plan-year Other DOL Form 5500

NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NEIGHBORS & ASSOCIATES, INC.

This Other plan holds $31M in total assets and serves 418 participants as of 2022. It is sponsored by NEIGHBORS & ASSOCIATES, INC. in Kansas. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$31M
Participants
418
State
Industry
Manufacturing

What the Filing Says About NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by NEIGHBORS & ASSOCIATES, INC., headquartered in Kansas. As of the 2022 Form 5500 filing, the plan reports $31M in total end-of-year assets and covers 418 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 161661531, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $24M at the beginning of 2022 to $31M at year-end — a gain of 27.9%. Net assets (after liabilities) closed the year at $30M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$24M
Total Assets (End of Year)$31M
Net Assets (End of Year)$30M
Net Income$7M
Plan TypeOther
Employer EIN161661531
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NEIGHBORS & ASSOCIATES, INC.)

Year Plans Participants Total Assets
2022 2 660 $46M
2023 2 575 $55M
2024 2 636 $66M

Nearby Other Plans in Kansas

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2022 Form 5500 filing, NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN holds $31M in total assets with 418 participants. It is sponsored by NEIGHBORS & ASSOCIATES, INC..
What type of plan is NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 161661531.
Who sponsors the NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by NEIGHBORS & ASSOCIATES, INC., located in Kansas. The sponsor's EIN is 161661531 and the plan operates in the Manufacturing industry.
How did NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN perform in 2022?
NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN grew by 27.9% during 2022, moving from $24M to $31M in total assets. Net income was $7M.
Where can I find official filings for NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 161661531 or plan name at efast.dol.gov.
How does NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare NEIGHBORS & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in Kansas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 161661531.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.