401(k) · DOL Form 5500 · 2023
Adpd Holdings LLC D/B/a Nearu 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 2,535
- Participants Above avg headcount
- 72nd
- Percentile by assets National rank
- $7,441
- Avg per participant Low balance/head
Official DOL plan name: Nearu 401(k) Plan · Sponsored by Adpd Holdings LLC D/B/a Nearu · North Carolina · Management of Enterprises
$19M in assets, 2,535 participants
Adpd Holdings LLC D/B/a Nearu's Nearu 401(k) Plan reported $19M in total assets and 2,535 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #589 in Management of Enterprises (1,137 peers)
Coverage in North Carolina
Nearu 401(k) Plan covers 2,535 participants in North Carolina, 3.1x the typical North Carolina plan (state average ~819 per filing). Assets: $19M.
- #589
- in Management of Enterprises (1,137 peers)
- +76.4%
- assets growth YoY
Nearu 401(k) Plan's outsized position by total assets
Nearu 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,863,522 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Nearu 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nearu 401(k) Plan lands in the large band (2,535 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nearu 401(k) Plan reported participants rose from 193 in the plan year 2022 filing to 2,535 in the plan year 2023 filing.
- Nearu 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Nearu 401(k) Plan reported net income rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 834582451 · Adpd Holdings LLC D/B/a Nearu PY 2023 · 401(k)
Nearu 401(k) Plan · $19M · 2,535 · 72nd
- PCT $19M
- PCT 2,535
- PCT 72nd
- PCT 401(k)
- PCT near Itw Bargaining Savings and Investment Plan
- PCT ind #589
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 Management of Enterprises retirement plans → · Plans in North Carolina →
Nearu 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $8M |
| Employer EIN | 834582451 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adpd Holdings LLC D/B/a Nearu)
Sponsor-wide plan assets over time
All Adpd Holdings LLC D/B/a Nearu plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 141.180043742514% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 193 | $11M |
| 2023 | 1 | 2,535 | $19M |
| 2024 | 1 | 1,610 | $26M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Nearu 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Itw Bargaining Savings and Investment Plan in IL ($19M); by covered participants it is Mayville Engineering Company, Inc. 401(k) Plan in WI (2,531 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,535 participants); asset peers above are excluded.
- Mayville Engineering Company, Inc. 401(k) Plan (WI) 2,531 · 4 off
- Endurance 401(k) Plan (GA) 2,539 · 4 off
- Clark Group Retirement Plan (MD) 2,531 · 4 off
- Nfi Group 401(k) Plan (CA) 2,530 · 5 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.