401(k) · DOL Form 5500 · 2022

Neil Patel Digital 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
260
Participants Below avg headcount
60th
Percentile by assets National rank
$30,814
Avg per participant Low balance/head
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Official DOL plan name: Neil Patel Digital 401(k) Plan · Sponsored by Neil Patel Digital · California · Information & Media

$8M in assets, 260 participants

Neil Patel Digital's Neil Patel Digital 401(k) Plan reported $8M in total assets and 260 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,380 in Information & Media (2,911 peers)

Coverage in California

Neil Patel Digital 401(k) Plan covers 260 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $8M.

#1,380
in Information & Media (2,911 peers)
+38.1%
assets growth YoY

Neil Patel Digital 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Neil Patel Digital 401(k) Plan vs every filed plan by assets

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

$8,011,720 Top 40% higher than 60% 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

Neil Patel Digital 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. Neil Patel Digital 401(k) Plan sits mid-pack in the medium band (260 participants).

Plan-year Form 5500 strip

Filing strip 822715243 · Neil Patel Digital PY 2022 · 401(k)

Neil Patel Digital 401(k) Plan · $8M · 260 · 60th

  • 5500 $8M
  • ASSETS 260
  • PCT 60th
  • EIN 401(k)
  • RANK near Argent International 401(k) Plan
  • PHOTO ind #1380

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 Information & Media retirement plans → · Plans in California →

Neil Patel Digital 401(k) Plan in the asset neighbourhood

Neil Patel Digital 401(k) PlanNeil Patel Digital 401(k) Pl…$8MArgent International 401(k) PlanArgent International 401(k) …$8MNotification Systems Retirement PlanNotification Systems Retirem…$8MInfinity Construction Co., Inc. 401(k) PlanInfinity Construction Co., I…$8MAligned Equity Partners, LLC Retirement PlanAligned Equity Partners, LLC…$8M
End-of-year total assets ($M) among Neil Patel Digital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN822715243
Plan Effective Date2018-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neil Patel Digital)

Sponsor-wide plan assets over time

All Neil Patel Digital plans reported in each filing year

Latest sponsor-wide plan assets
$14M 70.00361969714368% vs 2022
2024 filing year
$6M$8M$10M$12M$14M$16M 202220232024 $8.01M $13.6M ▲ +70.0%
Year Plans Participants Total Assets
2022 1 260 $8M
2023 1 354 $10M
2024 1 303 $14M

Nearby 401(k) Plans in California

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

Neil Patel Digital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Neil Patel Digital 401(k) Plan, Total assets ($B): 0.00801172 · Participants: 260Neil Patel Digital 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Neil Patel Digital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Neil Patel Digital 401(k) Plan side-by-side with 3 peers →

Neil Patel Digital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Argent International 401(k) Plan in MI ($8M); by covered participants it is Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust in NJ (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Neil Patel Digital 401(k) Plan assets move in 2022? ▼
Neil Patel Digital 401(k) Plan surged - up 38.1% during 2022, from $6M to $8M. Reported net income was $2M.
How have Neil Patel Digital plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neil Patel Digital's sponsor-wide assets grew 70.0%, from $8M to $14M.
Which 401(k) plans are similar in size to Neil Patel Digital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Argent International 401(k) Plan in MI ($8M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Neil Patel Digital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust in NJ (260 participants, $30M 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 822715243.

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.