401(k) · DOL Form 5500 · 2022
Nepc, LLC 401(k) Plan
Data updated 2026-08-11
- $128M
- Total assets
- 327
- Participants
- 94th
- Percentile by assets
- $390,481
- Avg per participant
Official DOL plan name: Nepc, LLC Profit Sharing and 401(k) Plan · Sponsored by Nepc, LLC · Massachusetts · Finance & Insurance
$128M in assets, 327 participants
Nepc, LLC's Nepc, LLC Profit Sharing and 401(k) Plan reported $128M in total assets and 327 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 139,126 plans)
- #8,347 in Finance & Insurance (9,261 peers)
Coverage in Massachusetts
Nepc, LLC Profit Sharing and 401(k) Plan covers 327 participants in Massachusetts, about 50% of the average Massachusetts filer (state average ~659 per filing). Assets: $128M.
- $128M
- total plan assets (2022 EOY)
- 327
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $390,481
- avg assets per participant
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Nepc, LLC Profit Sharing and 401(k) Plan sits by total assets
Nepc, LLC Profit Sharing and 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$127,687,312 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Nepc, LLC Profit Sharing and 401(k) Plan reports 327 participants - about 50% of that state average ($128M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $128M |
| Net Income | -$17M |
| Employer EIN | 261429809 |
| Plan Effective Date | 1986-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nepc, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 327 | $128M |
| 2023 | 1 | 360 | $154M |
| 2024 | 1 | 362 | $171M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Nepc, LLC Profit Sharing and 401(k) Plan by total assets, not by location.
- IBEW Local 38 401(k) Retirement Plan (OH) $128M · 1,610
- Bell and Howell 401(k) Savings Plan (NC) $128M · 802
- Mason City Clinic, P.C. 401(k) Profit Sharing Plan and Trust (IA) $128M · 207
- Snf Holding Company 401(k) Retirement Plan (GA) $128M · 1,679
Frequently Asked Questions
How did Nepc, LLC Profit Sharing and 401(k) Plan assets move in 2022? ▼
How have Nepc, LLC plan assets changed over time? ▼
Where does Nepc, LLC Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Nepc, LLC Profit Sharing and 401(k) Plan? ▼
Next read for Nepc, LLC Profit Sharing and 401(k) Plan
Filing takeaways
Ways to act on Nepc, LLC Profit Sharing and 401(k) Plan's numbers.
- By total assets, Nepc, LLC Profit Sharing and 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Nepc, LLC's sponsor-wide assets have grown 33.8% since 2022 across 3 plan years on file. More Finance & Insurance plans