401(k) · DOL Form 5500 · 2024

Neat & Wilson, Inc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
169
Participants Small participant base
54th
Percentile by assets National rank
$55,488
Avg per participant Low balance/head
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Official DOL plan name: Neat Companies 401(k) Plan · Sponsored by Neat & Wilson, Inc · Kentucky · Wholesale Trade

$9M in assets, 169 participants

Neat & Wilson, Inc's Neat Companies 401(k) Plan reported $9M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,763 in Wholesale Trade (6,080 peers)

Coverage in Kentucky

Neat Companies 401(k) Plan covers 169 participants in Kentucky, about 26% of the average Kentucky filer (state average ~647 per filing). Assets: $9M.

#2,763
in Wholesale Trade (6,080 peers)
+13.9%
assets growth YoY

Neat Companies 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Neat Companies 401(k) Plan vs every filed plan by assets

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

$9,377,556 Top 46% higher than 54% 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

Neat Companies 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neat Companies 401(k) Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Neat Companies 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Neat Companies 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Neat Companies 401(k) Plan reported participants fell from 186 in the plan year 2023 filing to 169 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 611164104 · Neat & Wilson, Inc PY 2024 · 401(k)

Neat Companies 401(k) Plan · $9M · 169 · 54th

  • EIN $9M
  • RANK 169
  • PHOTO 54th
  • IND 401(k)
  • EOY near Albion Telephone Company Inc Profit Sharing and 401(k) Plan
  • 5500 ind #2763

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 Wholesale Trade retirement plans → · Plans in Kentucky →

Neat Companies 401(k) Plan in the asset neighbourhood

Neat Companies 401(k) Plan$9MAlbion Telephone Company Inc Profit Sharing and 401(k) PlanAlbion Telephone Company Inc…$9MEcological Fibers, Inc. Pawtucket 401(k) Profit Sharing PlanEcological Fibers, Inc. Pawt…$9MPch 401(k) Plan$9MElevation Labs 401(k) Plan$9M
End-of-year total assets ($M) among Neat Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN611164104
Plan Effective Date2015-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Neat & Wilson, Inc)

Sponsor-wide plan assets over time

All Neat & Wilson, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$9M 40.260812507226134% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.69M $9.38M ▲ +40.2%
Year Plans Participants Total Assets
2022 1 160 $7M
2023 1 186 $8M
2024 1 169 $9M

Nearby 401(k) Plans in Kentucky

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

Neat Companies 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Neat Companies 401(k) Plan, Total assets ($B): 0.009377556 · Participants: 169Neat Companies 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Neat Companies 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Neat Companies 401(k) Plan side-by-side with 3 peers →

Neat Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Albion Telephone Company Inc Profit Sharing and 401(k) Plan in ID ($9M); by covered participants it is Rxp Agency, LLC 401(k) Plan in OH (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Neat Companies 401(k) Plan assets move in 2024? ▼
Neat Companies 401(k) Plan grew at a solid clip - up 13.9% during 2024, from $8M to $9M. Reported net income was $1M.
How have Neat & Wilson, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neat & Wilson, Inc's sponsor-wide assets grew 40.3%, from $7M to $9M.
Which 401(k) plans are similar in size to Neat Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Albion Telephone Company Inc Profit Sharing and 401(k) Plan in ID ($9M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Neat Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rxp Agency, LLC 401(k) Plan in OH (169 participants, $2M 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 611164104.

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.