401(k) · DOL Form 5500 · 2023

Neo Philanthropy, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 286
Participants Below avg headcount: 62nd
Percentile by assets National rank: $41,037
Avg per participant Low balance/head

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Official DOL plan name: Neo Philanthropy, Inc. 401(k) Plan · Sponsored by Neo Philanthropy, Inc. · New York · Other Services

$12M in assets, 286 participants

Neo Philanthropy, Inc.'s Neo Philanthropy, Inc. 401(k) Plan reported $12M in total assets and 286 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

#6,174 in Other Services (7,857 peers)

Coverage in New York

Neo Philanthropy, Inc. 401(k) Plan covers 286 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $12M.

#6,174
in Other Services (7,857 peers): +31.9%
assets growth YoY

Neo Philanthropy, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Neo Philanthropy, Inc. 401(k) Plan vs every filed plan by assets

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

$11,736,684 Top 38% higher than 62% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Neo Philanthropy, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neo Philanthropy, Inc. 401(k) Plan sits mid-pack in the medium band (286 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Neo Philanthropy, Inc. 401(k) Plan reported net income rose from $788K in the plan year 2022 filing to $3M in the plan year 2023 filing.
Neo Philanthropy, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Neo Philanthropy, Inc. 401(k) Plan reported participants rose from 248 in the plan year 2022 filing to 286 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133191113 · Neo Philanthropy, Inc. PY 2023 · 401(k)

Neo Philanthropy, Inc. 401(k) Plan · $12M · 286 · 62nd

IND $12M
IND 286
IND 62nd
IND 401(k)
IND near Jdm Technology Group 401(k) Plan
IND ind #6174

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 Other Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Neo Philanthropy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$12M
Net Income	$3M
Employer EIN	133191113
Plan Effective Date	2005-07-16
Filing Status	FILING RECEIVED

Sponsor Plan History (Neo Philanthropy, Inc.)

Latest sponsor-wide plan assets: $15M 73.04436862828983% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	248	$9M
2023	1	286	$12M
2024	1	323	$15M

Nearby 401(k) Plans in New York

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

Neo Philanthropy, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Neo Philanthropy, Inc. 401(k) Plan side-by-side with 3 peers →

Neo Philanthropy, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jdm Technology Group 401(k) Plan in AZ ($12M); by covered participants it is Northwest Community Credit Union Capital Accumulation Plan in OR (286 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Jdm Technology Group 401(k) Plan (AZ) $12M · 177
Bay View Industries, Inc. 401(k) Profit Sharing Plan (WI) $12M · 165
Hartmann USA, Inc. 401(k) Retirement Plan (SC) $12M · 72
Oec Shipping Los Angeles, Inc. 401(k) Plan (CA) $12M · 204

Similar participant headcount

Nearest other-state filings by covered participants (286 participants); asset peers above are excluded.

Northwest Community Credit Union Capital Accumulation Plan (OR) 286 · 0 off
Johnson Oil Co. 401(k) Plan (OK) 286 · 0 off
Shaw Development, LLC 401(k) Profit Sharing Plan (FL) 286 · 0 off
Figs 401(k) Plan (CA) 286 · 0 off

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 Neo Philanthropy, Inc. 401(k) Plan assets move in 2023? ▼

Neo Philanthropy, Inc. 401(k) Plan surged - up 31.9% during 2023, from $9M to $12M. Reported net income was $3M.

How have Neo Philanthropy, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Neo Philanthropy, Inc.'s sponsor-wide assets grew 73.0%, from $9M to $15M.

Which 401(k) plans are similar in size to Neo Philanthropy, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jdm Technology Group 401(k) Plan in AZ ($12M, 177 participants).

Which 401(k) plans cover a similar participant headcount to Neo Philanthropy, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Northwest Community Credit Union Capital Accumulation Plan in OR (286 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 133191113.