401(k) · DOL Form 5500 · 2023

Neugen LLC 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
40
Participants Small participant base
88th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Neugen LLC Employees' 401(k) Plan · Sponsored by Neugen LLC · Wisconsin · Finance & Insurance

$63M in assets, 40 participants

Neugen LLC's Neugen LLC Employees' 401(k) Plan reported $63M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,191 in Finance & Insurance (8,869 peers)

Where Neugen LLC Employees' 401(k) Plan sits by assets

Neugen LLC Employees' 401(k) Plan sits in the top quartile of all filed plans by assets, $63M for 40 participants (~$1.6M/participant), down 13.5% in 2023.

#7,191
in Finance & Insurance (8,869 peers)
-13.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Neugen LLC Employees' 401(k) Plan's outsized position by total assets

Neugen LLC Employees' 401(k) Plan vs every filed plan by assets

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

$62,779,257 Top 12% higher than 88% 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

Neugen LLC Employees' 401(k) 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. Neugen LLC Employees' 401(k) Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neugen LLC Employees' 401(k) Plan reported participants fell from 281 in the plan year 2022 filing to 40 in the plan year 2023 filing.
  • Neugen LLC Employees' 401(k) Plan reported net income rose from -$45M in the plan year 2022 filing to -$10M in the plan year 2023 filing.
  • Neugen LLC Employees' 401(k) Plan end-of-year assets fell from $73M in the plan year 2022 filing to $63M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 830949021 · Neugen LLC PY 2023 · 401(k)

Neugen LLC Employees' 401(k) Plan · $63M · 40 · 88th

  • PHOTO $63M
  • PHOTO 40
  • PHOTO 88th
  • PHOTO 401(k)
  • PHOTO near Cambro Manufacturing Company Employees 401(k) Retirement Plan
  • PHOTO ind #7191

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Neugen LLC Employees' 401(k) Plan in the asset neighbourhood

Neugen LLC Employees' 401(k) PlanNeugen LLC Employees' 401(k)…$63MCambro Manufacturing Company Employees 401(k) Retirement PlanCambro Manufacturing Company…$63MWb Frozen US, LLC 401(k) Plan$63MRemote Dba Experts, LLC 401(k)/Profit Sharing PlanRemote Dba Experts, LLC 401(…$63MThai Summit America Corporation Profit Sharing & 401(k) PlanThai Summit America Corporat…$63M
End-of-year total assets ($M) among Neugen LLC Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$63M
Net Income-$10M
Employer EIN830949021
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neugen LLC)

Sponsor-wide plan assets over time

All Neugen LLC plans reported in each filing year

Latest sponsor-wide plan assets
$60M 17.10211132718079% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $72.5M $60.1M ▼ -17.1%
Year Plans Participants Total Assets
2022 1 281 $73M
2023 1 40 $63M
2024 1 1 $60M

Nearby 401(k) Plans in Wisconsin

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

Neugen LLC Employees' 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Neugen LLC Employees' 401(k) Plan, Total assets ($B): 0.062779257 · Participants: 40Neugen LLC Employees' 401(k) PlanAdvocate 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
Neugen LLC Employees' 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Neugen LLC Employees' 401(k) Plan side-by-side with 3 peers →

Neugen LLC Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cambro Manufacturing Company Employees 401(k) Retirement Plan in CA ($63M); by covered participants it is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Neugen LLC Employees' 401(k) Plan assets move in 2023? ▼
Neugen LLC Employees' 401(k) Plan pulled back noticeably - down 13.5% during 2023, from $73M to $63M. Reported net income was -$10M.
How have Neugen LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neugen LLC's sponsor-wide assets declined 17.1%, from $73M to $60M.
Where does Neugen LLC Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼
Neugen LLC Employees' 401(k) Plan ranks in the 88th 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 Neugen LLC Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cambro Manufacturing Company Employees 401(k) Retirement Plan in CA ($63M, 832 participants).
Which 401(k) plans cover a similar participant headcount to Neugen LLC Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants, $3M 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 830949021.

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.