401(k) · DOL Form 5500 · 2024

Neugen LLC 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
1
Participants Small participant base
86th
Percentile by assets National rank
$60.1M
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

$60M in assets, 1 participants

Neugen LLC's Neugen LLC Employees' 401(k) Plan reported $60M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,712 in Finance & Insurance (8,549 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, $60M for 1 participant (~$60.1M/participant), down 4.2% in 2024.

#6,712
in Finance & Insurance (8,549 peers)
-4.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M 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 2024 · DOL Form 5500

$60,137,005 Top 14% higher than 86% of 123,620 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 2024

Neugen LLC Employees' 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neugen LLC Employees' 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Neugen LLC Employees' 401(k) Plan reported participants fell from 40 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Neugen LLC Employees' 401(k) Plan reported net income rose from -$10M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Neugen LLC Employees' 401(k) Plan end-of-year assets fell from $63M in the plan year 2023 filing to $60M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 830949021 · Neugen LLC PY 2024 · 401(k)

Neugen LLC Employees' 401(k) Plan · $60M · 1 · 86th

  • BOY $60M
  • SCH 1
  • EBSA 86th
  • PART 401(k)
  • TYPE near Tepper Sports & Entertainment 401(k) Plan
  • NET ind #6712

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)…$60MTepper Sports & Entertainment 401(k) PlanTepper Sports & Entertainmen…$60MKirksey Architects, Inc. Dba KirkseyKirksey Architects, Inc. Dba…$60MAmeri-National Corporation 401(k) PlanAmeri-National Corporation 4…$60MNammo US 401(k) Plan$60M
End-of-year total assets ($M) among Neugen LLC Employees' 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$60M
Net Income-$3M
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 -5051015 Total assets ($B) Participants Neugen LLC Employees' 401(k) Plan, Total assets ($B): 0.060137005 · Participants: 1Neugen LLC Employees' 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell 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 Tepper Sports & Entertainment 401(k) Plan in NC ($60M); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2024. 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 2024? ▼
Neugen LLC Employees' 401(k) Plan edged down modestly - down 4.2% during 2024, from $63M to $60M. Reported net income was -$3M.
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 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (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 Tepper Sports & Entertainment 401(k) Plan in NC ($60M, 431 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 Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

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.