401(k) · DOL Form 5500 · 2023

Neil Patel Digital 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 354
Participants Below avg headcount: 59th
Percentile by assets National rank: $29,112
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Neil Patel Digital 401(k) Plan · Sponsored by Neil Patel Digital · Nevada · Professional & Technical Services

$10M in assets, 354 participants

Neil Patel Digital's Neil Patel Digital 401(k) Plan reported $10M in total assets and 354 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

#11,781 in Professional & Technical Services (20,321 peers)

Neil Patel Digital multi-year trail

Neil Patel Digital's plans moved +70.0% in assets from 2022 to 2024; this filing shows Neil Patel Digital 401(k) Plan at $10M / 354 participants.

#11,781
in Professional & Technical Services (20,321 peers): +28.6%
assets growth YoY

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

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

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

$10,305,637 Top 41% higher than 59% 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

Neil Patel Digital 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. Neil Patel Digital 401(k) Plan sits mid-pack in the medium band (354 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%)

Neil Patel Digital 401(k) Plan reported participants rose from 260 in the plan year 2022 filing to 354 in the plan year 2023 filing.
Neil Patel Digital 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 822715243 · Neil Patel Digital PY 2023 · 401(k)

Neil Patel Digital 401(k) Plan · $10M · 354 · 59th

PCT $10M
PCT 354
PCT 59th
PCT 401(k)
PCT near Blinds to Go 401(k) Plan
PCT ind #11781

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 Nevada →

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 2023.

Neil Patel Digital multi-year asset trail

Latest sponsor-wide plan assets: $14M 70.00361969714368% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	260	$8M
2023	1	354	$10M
2024	1	303	$14M

Neil Patel Digital filing trail (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	822715243
Plan Effective Date	2018-09-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Nevada

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 Nevada, assets vs. participants

The Mgm Resorts 401(k) Savings Plan $2.0B · 28,142
Caesars Entertainment, Inc 401(k) Plan $1.8B · 29,628
Barrick Retirement Plan $1.2B · 6,964
Nv Energy 401(k) Plan $999M · 2,475
Eighth District Electrical Pension Fund Annuity Plan $981M · 20,426

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 Nevada, the nearest 401(k) by assets is Blinds to Go 401(k) Plan in NJ ($10M); by covered participants it is Bay Photo, Inc. 401(k) Plan in CA (354 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Blinds to Go 401(k) Plan (NJ) $10M · 389
Milton's Distributing Co., Inc. 401(k) Plan (MA) $10M · 148
Flavor Producers, LLC 401(k) Plan (CA) $10M · 182
The I Grace Company Retirement Savings Plan (NY) $10M · 84

Similar participant headcount

Nearest other-state filings by covered participants (354 participants); asset peers above are excluded.

Bay Photo, Inc. 401(k) Plan (CA) 354 · 0 off
Aberdeen Proving Ground Federal Credit Union 401(k) Plan (MD) 354 · 0 off
All Medical Personnel, Inc 401(k) Plan (FL) 354 · 0 off
Red Dot Corporation 401(k) Plan (WA) 354 · 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 Neil Patel Digital 401(k) Plan assets move in 2023? ▼

Neil Patel Digital 401(k) Plan grew sharply - up 28.6% during 2023, from $8M to $10M. 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 Blinds to Go 401(k) Plan in NJ ($10M, 389 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 Bay Photo, Inc. 401(k) Plan in CA (354 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 822715243.