401(k) · DOL Form 5500 · 2024

Neo Philanthropy, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
323
Participants Below avg headcount
65th
Percentile by assets National rank
$47,687
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Neo Philanthropy, Inc. 401(k) Plan · Sponsored by Neo Philanthropy, Inc. · New York · Other Services

$15M in assets, 323 participants

Neo Philanthropy, Inc.'s Neo Philanthropy, Inc. 401(k) Plan reported $15M in total assets and 323 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,201 in Other Services (7,719 peers)

Coverage in New York

Neo Philanthropy, Inc. 401(k) Plan covers 323 participants in New York, about 40% of the average New York filer (state average ~798 per filing). Assets: $15M.

#6,201
in Other Services (7,719 peers)
+31.2%
assets growth YoY

Neo Philanthropy, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Neo Philanthropy, Inc. 401(k) Plan vs every filed plan by assets

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

$15,402,790 Top 35% higher than 65% 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

Neo Philanthropy, Inc. 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. Neo Philanthropy, Inc. 401(k) Plan sits mid-pack in the medium band (323 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Neo Philanthropy, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Neo Philanthropy, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Neo Philanthropy, Inc. 401(k) Plan reported participants rose from 286 in the plan year 2023 filing to 323 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133191113 · Neo Philanthropy, Inc. PY 2024 · 401(k)

Neo Philanthropy, Inc. 401(k) Plan · $15M · 323 · 65th

  • EBSA $15M
  • PART 323
  • TYPE 65th
  • NET 401(k)
  • BOOK near Service Filtration Corporation 401(k) Plan
  • VS-ST ind #6201

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 Other Services retirement plans → · Plans in New York →

Neo Philanthropy, Inc. 401(k) Plan in the asset neighbourhood

Neo Philanthropy, Inc. 401(k) PlanNeo Philanthropy, Inc. 401(k…$15MService Filtration Corporation 401(k) PlanService Filtration Corporati…$15MSupplyforce 401(k) Plan$15MPharmacy Data Management, Inc. 401(k) Profit Sharing PlanPharmacy Data Management, In…$15MFlynn Brothers Contracting Inc. 401 K Profit Sharing PlanFlynn Brothers Contracting I…$15M
End-of-year total assets ($M) among Neo Philanthropy, Inc. 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)$12M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN133191113
Plan Effective Date2005-07-16
Filing StatusFILING RECEIVED

Sponsor Plan History (Neo Philanthropy, Inc.)

Sponsor-wide plan assets over time

All Neo Philanthropy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 73.04436862828983% vs 2022
2024 filing year
$8M$10M$12M$14M$16M$18M 202220232024 $8.9M $15.4M ▲ +73.0%
Year Plans Participants Total Assets
2022 1 248 $9M
2023 1 286 $12M
2024 1 323 $15M

Nearby 401(k) Plans in New York

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

Neo Philanthropy, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Neo Philanthropy, Inc. 401(k) Plan, Total assets ($B): 0.01540279 · Participants: 323Neo Philanthropy, Inc. 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
Neo Philanthropy, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Neo Philanthropy, Inc. 401(k) Plan side-by-side with 3 peers →

Neo Philanthropy, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Service Filtration Corporation 401(k) Plan in IL ($15M); by covered participants it is Branded Entertainment Network 401(k) Savings Plan in CA (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 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 Neo Philanthropy, Inc. 401(k) Plan assets move in 2024? ▼
Neo Philanthropy, Inc. 401(k) Plan surged - up 31.2% during 2024, from $12M to $15M. Reported net income was $4M.
How have Neo Philanthropy, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neo Philanthropy, Inc.'s sponsor-wide assets grew 73.0%, from $9M to $15M.
Which 401(k) plans are similar in size to Neo Philanthropy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Service Filtration Corporation 401(k) Plan in IL ($15M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Neo Philanthropy, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Branded Entertainment Network 401(k) Savings Plan in CA (323 participants, $48M 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 133191113.

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.