401(k) · DOL Form 5500 · 2023

Neighborworks America 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
300
Participants Below avg headcount
92nd
Percentile by assets National rank
$382,277
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Neighborworks America Retirement Plan · Sponsored by Neighborworks America · District of Columbia · Other Services

$115M in assets, 300 participants

Neighborworks America's Neighborworks America Retirement Plan reported $115M in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,642 in Other Services (7,857 peers)

Coverage in District of Columbia

Neighborworks America Retirement Plan covers 300 participants in District of Columbia, about 21% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $115M.

#7,642
in Other Services (7,857 peers)
+10.6%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Neighborworks America Retirement Plan's outsized position by total assets

Neighborworks America Retirement Plan vs every filed plan by assets

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

$114,683,055 Top 8% higher than 92% 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

Neighborworks America Retirement 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. Neighborworks America Retirement Plan sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neighborworks America Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Neighborworks America Retirement Plan end-of-year assets rose from $104M in the plan year 2022 filing to $115M in the plan year 2023 filing.
  • Neighborworks America Retirement Plan reported participants fell from 313 in the plan year 2022 filing to 300 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 521148078 · Neighborworks America PY 2023 · 401(k)

Neighborworks America Retirement Plan · $115M · 300 · 92nd

  • IND $115M
  • IND 300
  • IND 92nd
  • IND 401(k)
  • IND near Dodge Construction Network 401(k) Savings Plan
  • IND ind #7642

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 Other Services retirement plans → · Plans in District of Columbia →

Neighborworks America Retirement Plan in the asset neighbourhood

Bloom Energy Corporation 401(k) PlanBloom Energy Corporation 401…$115MNeighborworks America Retirement PlanNeighborworks America Retire…$115MDodge Construction Network 401(k) Savings PlanDodge Construction Network 4…$115MPacific Premier Bank 401(k) PlanPacific Premier Bank 401(k) …$115MKennecott Utah Copper 401(k) Savings and Retirement Contribution Plan for Represented EmployeesKennecott Utah Copper 401(k)…$115M
End-of-year total assets ($M) among Neighborworks America Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$115M
Net Income$11M
Employer EIN521148078
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neighborworks America)

Sponsor-wide plan assets over time

All Neighborworks America plans reported in each filing year

Latest sponsor-wide plan assets
$123M 18.630022966804237% vs 2022
2024 filing year
$100M$110M$120M$130M 202220232024 $104M $123M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 313 $104M
2023 1 300 $115M
2024 1 293 $123M

Nearby 401(k) Plans in District of Columbia

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

Neighborworks America Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Neighborworks America Retirement Plan, Total assets ($B): 0.114683055 · Participants: 300Neighborworks America Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Neighborworks America Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Neighborworks America Retirement Plan side-by-side with 3 peers →

Neighborworks America Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Dodge Construction Network 401(k) Savings Plan in NJ ($115M); by covered participants it is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Neighborworks America Retirement Plan assets move in 2023? ▼
Neighborworks America Retirement Plan grew at a solid clip - up 10.6% during 2023, from $104M to $115M. Reported net income was $11M.
How have Neighborworks America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neighborworks America's sponsor-wide assets grew 18.6%, from $104M to $123M.
Where does Neighborworks America Retirement Plan rank by assets among Form 5500 filers? ▼
Neighborworks America Retirement Plan ranks in the 92nd 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 Neighborworks America Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dodge Construction Network 401(k) Savings Plan in NJ ($115M, 562 participants).
Which 401(k) plans cover a similar participant headcount to Neighborworks America Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants, $11M 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 521148078.

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.