401(k) · DOL Form 5500 · 2023

Neel-Schaffer Engineers & Planners, Inc. 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
471
Participants Below avg headcount
90th
Percentile by assets National rank
$178,960
Avg per participant Above avg balance/head
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Official DOL plan name: Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust · Sponsored by Neel-Schaffer Engineers & Planners, Inc. · Mississippi · Professional & Technical Services

$84M in assets, 471 participants

Neel-Schaffer Engineers & Planners, Inc.'s Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust reported $84M in total assets and 471 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,541 in Professional & Technical Services (20,321 peers)

Where Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust sits by assets

Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $84M for 471 participants (~$178,960/participant), up 28.9% in 2023.

#18,541
in Professional & Technical Services (20,321 peers)
+28.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust's outsized position by total assets

Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$84,290,229 Top 10% higher than 90% 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

Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust 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. Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (471 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust reported net income rose from -$12M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust end-of-year assets rose from $65M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust reported participants rose from 442 in the plan year 2022 filing to 471 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 640875634 · Neel-Schaffer Engineers & Planners, Inc. PY 2023 · 401(k)

Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust · $84M · 471 · 90th

  • 5500 $84M
  • ASSETS 471
  • PCT 90th
  • EIN 401(k)
  • RANK near National Rifle Association of America 401(k) Plan
  • PHOTO ind #18541

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 Mississippi →

Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust in the asset neighbourhood

Hanon Systems USA, LLC 401(k) PlanHanon Systems USA, LLC 401(k…$84MNeel-Schaffer Engineers and Planners, Inc. 401(k) Plan and TrustNeel-Schaffer Engineers and …$84MNational Rifle Association of America 401(k) PlanNational Rifle Association o…$84MAuria Solutions USA, Inc. Retirement Savings ProgramAuria Solutions USA, Inc. Re…$84MQ Services 401(k) Profit Sharing Plan and TrustQ Services 401(k) Profit Sha…$84M
End-of-year total assets ($M) among Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$84M
Net Income$19M
Employer EIN640875634
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neel-Schaffer Engineers & Planners, Inc.)

Sponsor-wide plan assets over time

All Neel-Schaffer Engineers & Planners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$96M 47.17862962574194% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.4M $96.2M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 442 $65M
2023 1 471 $84M
2024 1 527 $96M

Nearby 401(k) Plans in Mississippi

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

Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 02004006008001000 Total assets ($M) Participants Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust, Total assets ($M): 84.290229 · Participants: 471Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and TrustCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is National Rifle Association of America 401(k) Plan in VA ($84M); by covered participants it is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (471 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 Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust grew sharply - up 28.9% during 2023, from $65M to $84M. Reported net income was $19M.
How have Neel-Schaffer Engineers & Planners, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neel-Schaffer Engineers & Planners, Inc.'s sponsor-wide assets grew 47.2%, from $65M to $96M.
Where does Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is National Rifle Association of America 401(k) Plan in VA ($84M, 360 participants).
Which 401(k) plans cover a similar participant headcount to Neel-Schaffer Engineers and Planners, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants, $40M 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 640875634.

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.