401(k) · DOL Form 5500 · 2024

William Neale & Co. P.C. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$454,238
Avg per participant High balance/head
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Official DOL plan name: William Neale & Co., PC 401(k) Profit Sharing Plan · Sponsored by William Neale & Co. P.C. · South Dakota · Professional & Technical Services

$1M in assets, 3 participants

William Neale & Co. P.C.'s William Neale & Co., PC 401(k) Profit Sharing Plan reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,229 in Professional & Technical Services (20,173 peers)

William Neale & Co. P.C. multi-year trail

William Neale & Co. P.C.'s plans moved -37.1% in assets from 2022 to 2024; this filing shows William Neale & Co., PC 401(k) Profit Sharing Plan at $1M / 3 participants.

#4,229
in Professional & Technical Services (20,173 peers)
-48.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

William Neale & Co., PC 401(k) Profit Sharing Plan among the smaller filed plans by assets

William Neale & Co., PC 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,362,714 26th percentile higher than 26% 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

William Neale & Co., PC 401(k) Profit Sharing 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. William Neale & Co., PC 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • William Neale & Co., PC 401(k) Profit Sharing Plan reported net income fell from $459K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • William Neale & Co., PC 401(k) Profit Sharing Plan end-of-year assets fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • William Neale & Co., PC 401(k) Profit Sharing Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 460417508 · William Neale & Co. P.C. PY 2024 · 401(k)

William Neale & Co., PC 401(k) Profit Sharing Plan · $1M · 3 · 26th

  • PHOTO $1M
  • PHOTO 3
  • PHOTO 26th
  • PHOTO 401(k)
  • PHOTO near Robert M Hermann 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #4229

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 South Dakota →

William Neale & Co., PC 401(k) Profit Sharing Plan in the asset neighbourhood

William Neale & Co., PC 401(k) Profit Sharing PlanWilliam Neale & Co., PC 401(…$1MRobert M Hermann 401(k) Profit Sharing Plan & TrustRobert M Hermann 401(k) Prof…$1MSosin & Kriegel LLP 401(k) Profit Sharing Plan & TrustSosin & Kriegel LLP 401(k) P…$1MFarmland Opportunity, LLC 401(k)and Profit Sharing PlanFarmland Opportunity, LLC 40…$1MDp Organization, Inc. 401(k) Profit Sharing PlanDp Organization, Inc. 401(k)…$1M
End-of-year total assets ($M) among William Neale & Co., PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

William Neale & Co. P.C. multi-year asset trail

Sponsor-wide plan assets over time

All William Neale & Co. P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.06743833346572% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $2.17M $1.36M ▼ -37.3%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 4 $3M
2024 1 3 $1M

William Neale & Co. P.C. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$1M
Net Income-$1M
Employer EIN460417508
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

William Neale & Co., PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants William Neale & Co., PC 401(k) Profit Sharing Plan, Total assets ($M): 1.362714 · Participants: 3William Neale & Co., PC 401(k) Profit Sharing PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 811.221285 · Participants: 2881Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 278.292791 · Participants: 12199Good Samaritan Society 401(k) PlanPoet 401(k) Plan, Total assets ($M): 265.689062 · Participants: 2380Poet 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 262.560689 · Participants: 2369Daktronics, Inc. 401(k) PlanPremier 401(k) Plan, Total assets ($M): 240.594371 · Participants: 1821Premier 401(k) Plan
William Neale & Co., PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare William Neale & Co., PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

William Neale & Co., PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Robert M Hermann 401(k) Profit Sharing Plan & Trust in NC ($1M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); 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 William Neale & Co., PC 401(k) Profit Sharing Plan assets move in 2024? ▼
William Neale & Co., PC 401(k) Profit Sharing Plan contracted severely - down 48.1% during 2024, from $3M to $1M. Reported net income was -$1M.
How have William Neale & Co. P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William Neale & Co. P.C.'s sponsor-wide assets declined 37.1%, from $2M to $1M.
Which 401(k) plans are similar in size to William Neale & Co., PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Robert M Hermann 401(k) Profit Sharing Plan & Trust in NC ($1M, 4 participants).
Which 401(k) plans cover a similar participant headcount to William Neale & Co., PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A 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 460417508.

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.