401(k) · DOL Form 5500 · 2023

Neal & Harwell, PLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
48
Participants Small participant base
83rd
Percentile by assets National rank
$809,023
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Neal and Harwell Profit Sharing Plan · Sponsored by Neal & Harwell, PLC · Tennessee · Professional & Technical Services

$39M in assets, 48 participants

Neal & Harwell, PLC's Neal and Harwell Profit Sharing Plan reported $39M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,946 in Professional & Technical Services (20,321 peers)

Where Neal and Harwell Profit Sharing Plan sits by assets

Neal and Harwell Profit Sharing Plan sits in the top quartile of all filed plans by assets, $39M for 48 participants (~$809,023/participant), up 6.2% in 2023.

#16,946
in Professional & Technical Services (20,321 peers)
+6.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Neal and Harwell Profit Sharing Plan's outsized position by total assets

Neal and Harwell Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$38,833,099 Top 17% higher than 83% of 127,068 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 2023

Neal and Harwell Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neal and Harwell Profit Sharing Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neal and Harwell Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Neal and Harwell Profit Sharing Plan reported participants fell from 59 in the plan year 2022 filing to 48 in the plan year 2023 filing.
  • Neal and Harwell Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 621017545 · Neal & Harwell, PLC PY 2023 · 401(k)

Neal and Harwell Profit Sharing Plan · $39M · 48 · 83rd

  • EBSA $39M
  • PART 48
  • TYPE 83rd
  • NET 401(k)
  • BOOK near Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan
  • VS-ST ind #16946

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Neal and Harwell Profit Sharing Plan in the asset neighbourhood

Watchfire Signs Non-Union 401(k) PlanWatchfire Signs Non-Union 40…$39MGhj 401(k) Retirement Plan$39MNeal and Harwell Profit Sharing PlanNeal and Harwell Profit Shar…$39MEllis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing PlanEllis Badenhausen Orthopaedi…$39MEllis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing PlanEllis Badenhausen Orthopaedi…$39M
End-of-year total assets ($M) among Neal and Harwell Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$39M
Net Income$2M
Employer EIN621017545
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neal & Harwell, PLC)

Sponsor-wide plan assets over time

All Neal & Harwell, PLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 17.02851423360067% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $36.6M $42.8M ▲ +17.0%
Year Plans Participants Total Assets
2022 1 59 $37M
2023 1 48 $39M
2024 1 49 $43M

Nearby 401(k) Plans in Tennessee

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

Neal and Harwell Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Neal and Harwell Profit Sharing Plan, Total assets ($B): 0.038833099 · Participants: 48Neal and Harwell Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Neal and Harwell Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Neal and Harwell Profit Sharing Plan side-by-side with 3 peers →

Neal and Harwell Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan in KY ($39M); by covered participants it is Centers for Foot and Ankle Care, Ltd. Profit Sharing Plan in MI (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Neal and Harwell Profit Sharing Plan assets move in 2023? ▼
Neal and Harwell Profit Sharing Plan grew at a solid clip - up 6.2% during 2023, from $37M to $39M. Reported net income was $2M.
How have Neal & Harwell, PLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neal & Harwell, PLC's sponsor-wide assets grew 17.0%, from $37M to $43M.
Where does Neal and Harwell Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Neal and Harwell Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Neal and Harwell Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ellis Badenhausen Orthopaedics, Psc 401(k) Profit Sharing Plan in KY ($39M, 120 participants).
Which 401(k) plans cover a similar participant headcount to Neal and Harwell Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Centers for Foot and Ankle Care, Ltd. Profit Sharing Plan in MI (48 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 621017545.

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.