ESOP · DOL Form 5500 · 2023

Neighbors & Associates, Inc. ESOP

Data updated 2026-08-25

$38M
Total assets Below avg plan size
323
Participants Below avg headcount
83rd
Percentile by assets National rank
$119,147
Avg per participant Near avg balance/head
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Official DOL plan name: Neighbors & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Neighbors & Associates, Inc. · Kansas · Manufacturing

$38M in assets, 323 participants

Neighbors & Associates, Inc.'s Neighbors & Associates, Inc. Employee Stock Ownership Plan reported $38M in total assets and 323 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,091 in Manufacturing (18,722 peers)

Where Neighbors & Associates, Inc. Employee Stock Ownership Plan sits by assets

Neighbors & Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $38M for 323 participants (~$119,147/participant), up 24.6% in 2023.

#14,091
in Manufacturing (18,722 peers)
+24.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Neighbors & Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Neighbors & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$38,484,542 Top 17% higher than 83% 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

Neighbors & Associates, Inc. Employee Stock Ownership 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. Neighbors & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (323 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neighbors & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $31M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Neighbors & Associates, Inc. Employee Stock Ownership Plan reported participants fell from 418 in the plan year 2022 filing to 323 in the plan year 2023 filing.
  • Neighbors & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 161661531 · Neighbors & Associates, Inc. PY 2023 · ESOP

Neighbors & Associates, Inc. Employee Stock Ownership Plan · $38M · 323 · 83rd

  • 5500 $38M
  • 5500 323
  • 5500 83rd
  • 5500 ESOP
  • 5500 near Kurt Manufacturing Company, Inc. Employee Stock Ownership Plan and Trust
  • 5500 ind #14091

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 What is an ESOP? → · Plans in Kansas →

Neighbors & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stepherson, Incorporated Employee Stock Ownership PlanStepherson, Incorporated Emp…$39MOftedal Construction, Inc. Employee Stock Ownership PlanOftedal Construction, Inc. E…$39MNeighbors & Associates, Inc. Employee Stock Ownership PlanNeighbors & Associates, Inc.…$38MKurt Manufacturing Company, Inc. Employee Stock Ownership Plan and TrustKurt Manufacturing Company, …$38MInsul-Therm Employee Stock Ownership PlanInsul-Therm Employee Stock O…$38M
End-of-year total assets ($M) among Neighbors & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$38M
Net Income$8M
Employer EIN161661531
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neighbors & Associates, Inc.)

Sponsor-wide plan assets over time

All Neighbors & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 43.28468398683904% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $46.3M $66.3M ▲ +43.3%
Year Plans Participants Total Assets
2022 2 660 $46M
2023 2 575 $55M
2024 2 636 $66M

Nearby ESOP Plans in Kansas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Neighbors & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 200400600800 0100200300400 Total assets ($M) Participants Neighbors & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 38.484542 · Participants: 323Neighbors & Associates, Inc. Employee Stock Ownership PlanPbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 358.733267 · Participants: 488Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 296.082944 · Participants: 549Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 239.968034 · Participants: 754Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 136.184991 · Participants: 236Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 98.736189 · Participants: 665Inland Truck Parts Company Employee Stock Ownership Plan and Trust
Neighbors & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Neighbors & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Neighbors & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is Kurt Manufacturing Company, Inc. Employee Stock Ownership Plan and Trust in MN ($38M); by covered participants it is Bl Companies, Inc. Employee Stock Ownership Plan in CT (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 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 Neighbors & Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Neighbors & Associates, Inc. Employee Stock Ownership Plan grew sharply - up 24.6% during 2023, from $31M to $38M. Reported net income was $8M.
How have Neighbors & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neighbors & Associates, Inc.'s sponsor-wide assets grew 43.3%, from $46M to $66M.
Where does Neighbors & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Neighbors & Associates, Inc. Employee Stock Ownership Plan ranks in the 83rd 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 ESOP plans are similar in size to Neighbors & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kurt Manufacturing Company, Inc. Employee Stock Ownership Plan and Trust in MN ($38M, 428 participants).
Which ESOP plans cover a similar participant headcount to Neighbors & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bl Companies, Inc. Employee Stock Ownership Plan in CT (323 participants, $113M 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 161661531.

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.