401(k) · DOL Form 5500 · 2023

Neumann Developments, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
170
Participants Small participant base
61st
Percentile by assets National rank
$67,023
Avg per participant Below avg balance/head
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Official DOL plan name: Neumann Companies Retirement Program · Sponsored by Neumann Developments, Inc. · Wisconsin · Construction

$11M in assets, 170 participants

Neumann Developments, Inc.'s Neumann Companies Retirement Program reported $11M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,404 in Construction (9,030 peers)

Coverage in Wisconsin

Neumann Companies Retirement Program covers 170 participants in Wisconsin, about 30% of the average Wisconsin filer (state average ~563 per filing). Assets: $11M.

#5,404
in Construction (9,030 peers)
+49.0%
assets growth YoY

Neumann Companies Retirement Program's mid-pack asset rank among Construction and all filers

Neumann Companies Retirement Program vs every filed plan by assets

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

$11,393,900 Top 39% higher than 61% 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

Neumann Companies Retirement Program 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. Neumann Companies Retirement Program sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neumann Companies Retirement Program reported net income rose from $369K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Neumann Companies Retirement Program end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Neumann Companies Retirement Program reported participants rose from 142 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 271417301 · Neumann Developments, Inc. PY 2023 · 401(k)

Neumann Companies Retirement Program · $11M · 170 · 61st

  • PHOTO $11M
  • IND 170
  • EOY 61st
  • 5500 401(k)
  • ASSETS near Shape Security, Inc 401(k) Savings Plan
  • PCT ind #5404

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 Construction retirement plans → · Plans in Wisconsin →

Neumann Companies Retirement Program in the asset neighbourhood

Neumann Companies Retirement ProgramNeumann Companies Retirement…$11MShape Security, Inc 401(k) Savings PlanShape Security, Inc 401(k) S…$11MEmployees' Profit Sharing Trust of Frank Rewold & Son, Inc.Employees' Profit Sharing Tr…$11MChurch Health Center Employee Retirement PlanChurch Health Center Employe…$11MFlint Group 401(k) Plan$11M
End-of-year total assets ($M) among Neumann Companies Retirement Program and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$4M
Employer EIN271417301
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neumann Developments, Inc.)

Sponsor-wide plan assets over time

All Neumann Developments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 49.01550682522907% vs 2022
2023 filing year
$6M$8M$10M$12M 20222023 $7.65M $11.4M ▲ +48.9%
Year Plans Participants Total Assets
2022 1 142 $8M
2023 1 170 $11M

Nearby 401(k) Plans in Wisconsin

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

Neumann Companies Retirement Program vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Neumann Companies Retirement Program, Total assets ($B): 0.0113939 · Participants: 170Neumann Companies Retirement ProgramAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Neumann Companies Retirement Program vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Neumann Companies Retirement Program side-by-side with 3 peers →

Neumann Companies Retirement Program's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Shape Security, Inc 401(k) Savings Plan in CA ($11M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Neumann Companies Retirement Program assets move in 2023? ▼
Neumann Companies Retirement Program surged - up 49.0% during 2023, from $8M to $11M. Reported net income was $4M.
How have Neumann Developments, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Neumann Developments, Inc.'s sponsor-wide assets grew 49.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Neumann Companies Retirement Program? ▼
Among 401(k) plans in other states, the closest by assets is Shape Security, Inc 401(k) Savings Plan in CA ($11M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Neumann Companies Retirement Program? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 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 271417301.

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.