401(k) · DOL Form 5500 · 2023

Nepc, LLC 401(k) Plan

Data updated 2026-08-25

$154M
Total assets Near avg plan size
360
Participants Below avg headcount
94th
Percentile by assets National rank
$428,298
Avg per participant High balance/head
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Official DOL plan name: Nepc, LLC Profit Sharing and 401(k) Plan · Sponsored by Nepc, LLC · Massachusetts · Finance & Insurance

$154M in assets, 360 participants

Nepc, LLC's Nepc, LLC Profit Sharing and 401(k) Plan reported $154M in total assets and 360 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,996 in Finance & Insurance (8,869 peers)

Where Nepc, LLC Profit Sharing and 401(k) Plan sits by assets

Nepc, LLC Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $154M for 360 participants (~$428,298/participant), up 20.8% in 2023.

#7,996
in Finance & Insurance (8,869 peers)
+20.8%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Nepc, LLC Profit Sharing and 401(k) Plan's outsized position by total assets

Nepc, LLC Profit Sharing and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$154,187,337 Top 6% higher than 94% of 127,068 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 2023

Nepc, LLC Profit Sharing and 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nepc, LLC Profit Sharing and 401(k) Plan sits mid-pack in the medium band (360 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nepc, LLC Profit Sharing and 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Nepc, LLC Profit Sharing and 401(k) Plan end-of-year assets rose from $128M in the plan year 2022 filing to $154M in the plan year 2023 filing.
  • Nepc, LLC Profit Sharing and 401(k) Plan reported participants rose from 327 in the plan year 2022 filing to 360 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 261429809 · Nepc, LLC PY 2023 · 401(k)

Nepc, LLC Profit Sharing and 401(k) Plan · $154M · 360 · 94th

  • 5500 $154M
  • ASSETS 360
  • PCT 94th
  • EIN 401(k)
  • RANK near Yuma Regional Medical Center 401(k) Plan
  • PHOTO ind #7996

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 Massachusetts →

Nepc, LLC Profit Sharing and 401(k) Plan in the asset neighbourhood

First Commonwealth Financial Corporation 401(k) Retirement Savings and Investment PlanFirst Commonwealth Financial…$154MPioneer Telephone Cooperative, Inc. 401(k) PlanPioneer Telephone Cooperativ…$154MNepc, LLC Profit Sharing and 401(k) PlanNepc, LLC Profit Sharing and…$154MYuma Regional Medical Center 401(k) PlanYuma Regional Medical Center…$154MRubrik 401(k) Plan$154M
End-of-year total assets ($M) among Nepc, LLC Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$154M
Net Income$26M
Employer EIN261429809
Plan Effective Date1986-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nepc, LLC)

Sponsor-wide plan assets over time

All Nepc, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$171M 33.75819360971433% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $128M $171M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 327 $128M
2023 1 360 $154M
2024 1 362 $171M

Nearby 401(k) Plans in Massachusetts

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

Nepc, LLC Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Nepc, LLC Profit Sharing and 401(k) Plan, Total assets ($B): 0.154187337 · Participants: 360Nepc, LLC Profit Sharing and 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Nepc, LLC Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Nepc, LLC Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Nepc, LLC Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Yuma Regional Medical Center 401(k) Plan in AZ ($154M); by covered participants it is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA (360 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (360 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Nepc, LLC Profit Sharing and 401(k) Plan assets move in 2023? ▼
Nepc, LLC Profit Sharing and 401(k) Plan grew sharply - up 20.8% during 2023, from $128M to $154M. Reported net income was $26M.
How have Nepc, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nepc, LLC's sponsor-wide assets grew 33.8%, from $128M to $171M.
Where does Nepc, LLC Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Nepc, LLC Profit Sharing and 401(k) Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Nepc, LLC Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Yuma Regional Medical Center 401(k) Plan in AZ ($154M, 2,708 participants).
Which 401(k) plans cover a similar participant headcount to Nepc, LLC Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johanson Dielectrics, Inc. 401(k) Retirement Plan in CA (360 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261429809.

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.