401(k) · DOL Form 5500 · 2024

New Enterprise Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$138M
Total assets Near avg plan size
123
Participants Small participant base
92nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: New Enterprise Associates 401(k) Plan · Sponsored by New Enterprise Associates, Inc. · Maryland · Finance & Insurance

$138M in assets, 123 participants

New Enterprise Associates, Inc.'s New Enterprise Associates 401(k) Plan reported $138M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,530 in Finance & Insurance (8,549 peers)

Coverage in Maryland

New Enterprise Associates 401(k) Plan covers 123 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $138M.

#7,530
in Finance & Insurance (8,549 peers)
+8.4%
assets growth YoY
1.4×
vs typical plan assets (national mean)

New Enterprise Associates 401(k) Plan's outsized position by total assets

New Enterprise Associates 401(k) Plan vs every filed plan by assets

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

$137,552,146 Top 8% higher than 92% 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

New Enterprise Associates 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. New Enterprise Associates 401(k) Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Enterprise Associates 401(k) Plan reported net income fell from $20M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • New Enterprise Associates 401(k) Plan end-of-year assets rose from $127M in the plan year 2023 filing to $138M in the plan year 2024 filing.
  • New Enterprise Associates 401(k) Plan reported participants fell from 133 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521100673 · New Enterprise Associates, Inc. PY 2024 · 401(k)

New Enterprise Associates 401(k) Plan · $138M · 123 · 92nd

  • 5500 $138M
  • ASSETS 123
  • PCT 92nd
  • EIN 401(k)
  • RANK near Duininck Companies 401(k) Plan
  • PHOTO ind #7530

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 Maryland →

New Enterprise Associates 401(k) Plan in the asset neighbourhood

Acme Brick Company 401(k) Retirement & Savings PlanAcme Brick Company 401(k) Re…$138MNew Enterprise Associates 401(k) PlanNew Enterprise Associates 40…$138MDuininck Companies 401(k) PlanDuininck Companies 401(k) Pl…$138MMarten Transport Retirement Savings PlanMarten Transport Retirement …$137MAustin Powder 401(k) Profit Sharing PlanAustin Powder 401(k) Profit …$137M
End-of-year total assets ($M) among New Enterprise Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$138M
Net Income$11M
Employer EIN521100673
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Enterprise Associates, Inc.)

Sponsor-wide plan assets over time

All New Enterprise Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$138M 28.158174851832175% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $107M $138M ▲ +28.2%
Year Plans Participants Total Assets
2022 1 130 $107M
2023 1 133 $127M
2024 1 123 $138M

Nearby 401(k) Plans in Maryland

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

New Enterprise Associates 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants New Enterprise Associates 401(k) Plan, Total assets ($B): 0.137552146 · Participants: 123New Enterprise Associates 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
New Enterprise Associates 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare New Enterprise Associates 401(k) Plan side-by-side with 3 peers →

New Enterprise Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Duininck Companies 401(k) Plan in MN ($138M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($138M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 New Enterprise Associates 401(k) Plan assets move in 2024? ▼
New Enterprise Associates 401(k) Plan grew at a solid clip - up 8.4% during 2024, from $127M to $138M. Reported net income was $11M.
How have New Enterprise Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Enterprise Associates, Inc.'s sponsor-wide assets grew 28.2%, from $107M to $138M.
Where does New Enterprise Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
New Enterprise Associates 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to New Enterprise Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Duininck Companies 401(k) Plan in MN ($138M, 1,067 participants).
Which 401(k) plans cover a similar participant headcount to New Enterprise Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 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 521100673.

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.