Profit Sharing · DOL Form 5500 · 2024
Neumann University Profit Sharing Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 442
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $143,436
- Avg per participant Near avg balance/head
Official DOL plan name: Neumann University Defined Contribution Retirement Plan · Sponsored by Neumann University · Pennsylvania · Educational Services
$63M in assets, 442 participants
Neumann University's Neumann University Defined Contribution Retirement Plan reported $63M in total assets and 442 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #2,768 in Educational Services (3,638 peers)
Where Neumann University Defined Contribution Retirement Plan sits by assets
Neumann University Defined Contribution Retirement Plan sits in the top quartile of all filed plans by assets, $63M for 442 participants (~$143,436/participant), up 7.7% in 2024.
- #2,768
- in Educational Services (3,638 peers)
- +7.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Neumann University Defined Contribution Retirement Plan's outsized position by total assets
Neumann University Defined Contribution Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,398,668 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Neumann University Defined Contribution 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. Neumann University Defined Contribution Retirement Plan sits mid-pack in the medium band (442 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Neumann University Defined Contribution Retirement Plan end-of-year assets rose from $59M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- Neumann University Defined Contribution Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 231657958 · Neumann University PY 2024 · Profit Sharing
Neumann University Defined Contribution Retirement Plan · $63M · 442 · 87th
- RANK $63M
- PHOTO 442
- IND 87th
- EOY Profit Sharing
- 5500 near Coopervision Manufacturing Puerto Rico, LLC Savings Plan
- ASSETS ind #2768
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 Educational Services retirement plans → · Plans in Pennsylvania →
Neumann University Defined Contribution Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $5M |
| Employer EIN | 231657958 |
| Plan Effective Date | 1973-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Neumann University)
Sponsor-wide plan assets over time
All Neumann University plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 17.099902001576744% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 416 | $54M |
| 2023 | 1 | 438 | $59M |
| 2024 | 1 | 442 | $63M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
- University of Pennsylvania Basic Plan $2.0B · 21,954
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
- Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Neumann University Defined Contribution Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Coopervision Manufacturing Puerto Rico, LLC Savings Plan in PR ($63M); by covered participants it is Fdhp Retirement Plan in PR (442 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
Similar participant headcount
Nearest other-state filings by covered participants (442 participants); asset peers above are excluded.
- Fdhp Retirement Plan (PR) 442 · 0 off
- The Village Network 403(b) Plan (OH) 443 · 1 off
- Texas Biomedical Research Institute Retirement Plan (TX) 443 · 1 off
- Imc Markets N.a. 401(k) Plan (IL) 443 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.