401(k) · DOL Form 5500 · 2024

Neuberger Berman Group LLC 401(k) Plan

Data updated 2026-08-25

$2.1B
Total assets Very large vs avg
2,029
Participants Near avg headcount
99th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Neuberger Berman Group 401(k) Plan · Sponsored by Neuberger Berman Group LLC · New York · Finance & Insurance

$2.1B in assets, 2,029 participants

Neuberger Berman Group LLC's Neuberger Berman Group 401(k) Plan reported $2.1B in total assets and 2,029 participants in its 2024 DOL Form 5500 filing, ranking in the 99th 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.

  • #8,413 in Finance & Insurance (8,549 peers)

Coverage in New York

Neuberger Berman Group 401(k) Plan covers 2,029 participants in New York, 2.5x the typical New York plan (state average ~798 per filing). Assets: $2.1B.

#8,413
in Finance & Insurance (8,549 peers)
+17.9%
assets growth YoY
21×
vs typical plan assets (national mean)

Neuberger Berman Group 401(k) Plan's outsized position by total assets

Neuberger Berman Group 401(k) Plan vs every filed plan by assets

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

$2,061,144,218 Top 1% higher than 99% 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

Neuberger Berman Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neuberger Berman Group 401(k) Plan lands in the large band (2,029 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Neuberger Berman Group 401(k) Plan end-of-year assets rose from $1.7B in the plan year 2023 filing to $2.1B in the plan year 2024 filing.
  • Neuberger Berman Group 401(k) Plan reported net income rose from $277M in the plan year 2023 filing to $313M in the plan year 2024 filing.
  • Neuberger Berman Group 401(k) Plan reported participants rose from 1,939 in the plan year 2023 filing to 2,029 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 611591182 · Neuberger Berman Group LLC PY 2024 · 401(k)

Neuberger Berman Group 401(k) Plan · $2.1B · 2,029 · 99th

  • ASSETS $2.1B
  • ASSETS 2,029
  • ASSETS 99th
  • ASSETS 401(k)
  • ASSETS near Aldi Inc. Retirement Savings Plan
  • ASSETS ind #8413

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 New York →

Neuberger Berman Group 401(k) Plan in the asset neighbourhood

Commscope, Inc. Retirement Savings PlanCommscope, Inc. Retirement S…$2.1BSouthern Glazer's 401(k) Plan$2.1BNeuberger Berman Group 401(k) PlanNeuberger Berman Group 401(k…$2.1BAldi Inc. Retirement Savings PlanAldi Inc. Retirement Savings…$2.1BBurns & Mcdonnell, Inc. 401(k) Savings PlanBurns & Mcdonnell, Inc. 401(…$2.1B
End-of-year total assets ($B) among Neuberger Berman Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$1.7B
Net Assets (End of Year)$2.1B
Net Income$313M
Employer EIN611591182
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neuberger Berman Group LLC)

Sponsor-wide plan assets over time

All Neuberger Berman Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 40.039290345836136% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.47B $2.06B ▲ +40.1%
Year Plans Participants Total Assets
2022 1 1,787 $1.5B
2023 1 1,939 $1.7B
2024 1 2,029 $2.1B

Nearby 401(k) Plans in New York

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

Neuberger Berman Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Neuberger Berman Group 401(k) Plan, Total assets ($B): 2.061144218 · Participants: 2029Neuberger Berman Group 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Neuberger Berman Group 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Neuberger Berman Group 401(k) Plan side-by-side with 3 peers →

Neuberger Berman Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Aldi Inc. Retirement Savings Plan in IL ($2.1B); by covered participants it is Wps 401(k) Savings Plan in WI (2,029 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (2,029 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 Neuberger Berman Group 401(k) Plan assets move in 2024? ▼
Neuberger Berman Group 401(k) Plan grew sharply - up 17.9% during 2024, from $1.7B to $2.1B. Reported net income was $313M.
How have Neuberger Berman Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neuberger Berman Group LLC's sponsor-wide assets grew 40.0%, from $1.5B to $2.1B.
Where does Neuberger Berman Group 401(k) Plan rank by assets among Form 5500 filers? ▼
Neuberger Berman Group 401(k) Plan ranks in the 99th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Neuberger Berman Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aldi Inc. Retirement Savings Plan in IL ($2.1B, 48,035 participants).
Which 401(k) plans cover a similar participant headcount to Neuberger Berman Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wps 401(k) Savings Plan in WI (2,029 participants, $317M 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 611591182.

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.