401(k) · DOL Form 5500 · 2024

Neighborworks America 401(k) Plan

Data updated 2026-08-25

$123M
Total assets Near avg plan size
293
Participants Below avg headcount
92nd
Percentile by assets National rank
$419,842
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Neighborworks America Retirement Plan · Sponsored by Neighborworks America · District of Columbia · Other Services

$123M in assets, 293 participants

Neighborworks America's Neighborworks America Retirement Plan reported $123M in total assets and 293 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.

  • #7,504 in Other Services (7,719 peers)

Coverage in District of Columbia

Neighborworks America Retirement Plan covers 293 participants in District of Columbia, about 20% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $123M.

#7,504
in Other Services (7,719 peers)
+7.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Neighborworks America Retirement Plan's outsized position by total assets

Neighborworks America Retirement Plan vs every filed plan by assets

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

$123,013,776 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

Neighborworks America Retirement 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. Neighborworks America Retirement Plan sits mid-pack in the medium band (293 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Neighborworks America Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Neighborworks America Retirement Plan end-of-year assets rose from $115M in the plan year 2023 filing to $123M in the plan year 2024 filing.
  • Neighborworks America Retirement Plan reported participants fell from 300 in the plan year 2023 filing to 293 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521148078 · Neighborworks America PY 2024 · 401(k)

Neighborworks America Retirement Plan · $123M · 293 · 92nd

  • BOY $123M
  • BOY 293
  • BOY 92nd
  • BOY 401(k)
  • BOY near Connectwise, LLC. 401(k) Plan
  • BOY ind #7504

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 District of Columbia →

Neighborworks America Retirement Plan in the asset neighbourhood

Warehouse Services, Inc. Profit Sharing PlanWarehouse Services, Inc. Pro…$123MNeighborworks America Retirement PlanNeighborworks America Retire…$123MConnectwise, LLC. 401(k) Plan$123MEdg, Inc. Employees Savings TrustEdg, Inc. Employees Savings …$123MRay Quinney & Nebeker Profit Sharing PlanRay Quinney & Nebeker Profit…$123M
End-of-year total assets ($M) among Neighborworks America Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$123M
Net Income$8M
Employer EIN521148078
Plan Effective Date1980-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neighborworks America)

Sponsor-wide plan assets over time

All Neighborworks America plans reported in each filing year

Latest sponsor-wide plan assets
$123M 18.630022966804237% vs 2022
2024 filing year
$100M$110M$120M$130M 202220232024 $104M $123M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 313 $104M
2023 1 300 $115M
2024 1 293 $123M

Nearby 401(k) Plans in District of Columbia

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

Neighborworks America Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Neighborworks America Retirement Plan, Total assets ($B): 0.123013776 · Participants: 293Neighborworks America Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Neighborworks America Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Neighborworks America Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Connectwise, LLC. 401(k) Plan in FL ($123M); by covered participants it is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($123M here).

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Neighborworks America Retirement Plan assets move in 2024? ▼
Neighborworks America Retirement Plan grew at a solid clip - up 7.3% during 2024, from $115M to $123M. Reported net income was $8M.
How have Neighborworks America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neighborworks America's sponsor-wide assets grew 18.6%, from $104M to $123M.
Where does Neighborworks America Retirement Plan rank by assets among Form 5500 filers? ▼
Neighborworks America Retirement 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 Neighborworks America Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connectwise, LLC. 401(k) Plan in FL ($123M, 1,155 participants).
Which 401(k) plans cover a similar participant headcount to Neighborworks America Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Polo Club of Boca Raton, Poa, Inc. 401(k) Profit Sharing Plan in FL (293 participants, $11M in assets).