401(k) · DOL Form 5500 · 2024
Neuberger Berman Group LLC 401(k) Plan
Data updated 2026-08-11
- $2.1B
- Total assets
- 2,029
- Participants
- 99th
- Percentile by assets
- $1.0M
- Avg per participant
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.
- 99th percentile by assets (of 123,622 plans)
- #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.
- $2.1B
- total plan assets (2024 EOY)
- 2,029
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $1.0M
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Neuberger Berman Group 401(k) Plan reports 2,029 participants - 2.5x that state average ($2.1B EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $1.7B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | $313M |
| Employer EIN | 611591182 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Neuberger Berman Group LLC)
| 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
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Neuberger Berman Group 401(k) Plan by total assets, not by location.
- Aldi Inc. Retirement Savings Plan (IL) $2.1B · 48,035
- Burns & Mcdonnell, Inc. 401(k) Savings Plan (MO) $2.1B · 10,431
- Commscope, Inc. Retirement Savings Plan (NC) $2.1B · 4,773
- Southern Glazer's 401(k) Plan (FL) $2.1B · 18,867
Frequently Asked Questions
How did Neuberger Berman Group 401(k) Plan assets move in 2024? ▼
How have Neuberger Berman Group LLC plan assets changed over time? ▼
Where does Neuberger Berman Group 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Neuberger Berman Group 401(k) Plan
Filing takeaways
Ways to act on Neuberger Berman Group 401(k) Plan's numbers.
- By total assets, Neuberger Berman Group 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Neuberger Berman Group LLC's sponsor-wide assets have grown 40.0% since 2022 across 3 plan years on file. More Finance & Insurance plans