401(k) · DOL Form 5500 · 2022

Neugen LLC 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
281
Participants Below avg headcount
91st
Percentile by assets National rank
$258,162
Avg per participant Above avg balance/head
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Official DOL plan name: Neugen LLC Employees' 401(k) Plan · Sponsored by Neugen LLC · Wisconsin · Finance & Insurance

$73M in assets, 281 participants

Neugen LLC's Neugen LLC Employees' 401(k) Plan reported $73M in total assets and 281 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,883 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Neugen LLC Employees' 401(k) Plan covers 281 participants in Wisconsin, about 50% of the average Wisconsin filer (state average ~563 per filing). Assets: $73M.

#7,883
in Finance & Insurance (9,261 peers)
-38.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $45M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Neugen LLC Employees' 401(k) Plan's outsized position by total assets

Neugen LLC Employees' 401(k) Plan vs every filed plan by assets

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

$72,543,470 Top 9% higher than 91% 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

Neugen LLC Employees' 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. Neugen LLC Employees' 401(k) Plan sits mid-pack in the medium band (281 participants).

Published 5500 schedule card

Filing strip 830949021 · Neugen LLC PY 2022 · 401(k)

Neugen LLC Employees' 401(k) Plan · $73M · 281 · 91st

  • PART $73M
  • TYPE 281
  • NET 91st
  • BOOK 401(k)
  • VS-ST near Srf Consulting, Inc. Profit Sharing Plan
  • BOY ind #7883

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 Wisconsin →

Neugen LLC Employees' 401(k) Plan in the asset neighbourhood

Srf Consulting, Inc. Profit Sharing PlanSrf Consulting, Inc. Profit …$73MNeugen LLC Employees' 401(k) PlanNeugen LLC Employees' 401(k)…$73MGreat Expressions Dental Centers Employee Retirement PlanGreat Expressions Dental Cen…$73MSands Capital Management, LLC 401(k) Profit Sharing PlanSands Capital Management, LL…$73MThe National Football League Capital Accumulation PlanThe National Football League…$73M
End-of-year total assets ($M) among Neugen LLC Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$73M
Net Income-$45M
Employer EIN830949021
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neugen LLC)

Sponsor-wide plan assets over time

All Neugen LLC plans reported in each filing year

Latest sponsor-wide plan assets
$60M 17.10211132718079% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $72.5M $60.1M ▼ -17.1%
Year Plans Participants Total Assets
2022 1 281 $73M
2023 1 40 $63M
2024 1 1 $60M

Nearby 401(k) Plans in Wisconsin

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

Neugen LLC Employees' 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Neugen LLC Employees' 401(k) Plan, Total assets ($B): 0.07254347 · Participants: 281Neugen LLC Employees' 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Neugen LLC Employees' 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Neugen LLC Employees' 401(k) Plan side-by-side with 3 peers →

Neugen LLC Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Srf Consulting, Inc. Profit Sharing Plan in MN ($73M); by covered participants it is Bnccorp, Inc. 401(k) Savings Plan in ND (281 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (281 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 Neugen LLC Employees' 401(k) Plan assets move in 2022? ▼
Neugen LLC Employees' 401(k) Plan contracted severely - down 38.5% during 2022, from $118M to $73M. Reported net income was -$45M.
How have Neugen LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neugen LLC's sponsor-wide assets declined 17.1%, from $73M to $60M.
Where does Neugen LLC Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼
Neugen LLC Employees' 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Neugen LLC Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Srf Consulting, Inc. Profit Sharing Plan in MN ($73M, 338 participants).
Which 401(k) plans cover a similar participant headcount to Neugen LLC Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bnccorp, Inc. 401(k) Savings Plan in ND (281 participants, $38M 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 830949021.

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.