401(k) · DOL Form 5500 · 2024
Needham & Company, LLC 401(k) Plan
Data updated 2026-08-11
- $90M
- Total assets
- 176
- Participants
- 90th
- Percentile by assets
- $513,348
- Avg per participant
Official DOL plan name: Needham & Company, LLC 401(k) Plan · Sponsored by Needham & Company, LLC · New York · Finance & Insurance
$90M in assets, 176 participants
Needham & Company, LLC's Needham & Company, LLC 401(k) Plan reported $90M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 123,622 plans)
- #7,180 in Finance & Insurance (8,549 peers)
Coverage in New York
Needham & Company, LLC 401(k) Plan covers 176 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $90M.
- $90M
- total plan assets (2024 EOY)
- 176
- covered participants
- 90th
- percentile by assets (of 123,622 plans)
- $513,348
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Needham & Company, LLC 401(k) Plan end-of-year assets rose from $76M in the plan year 2023 filing to $90M in the plan year 2024 filing.
- Needham & Company, LLC 401(k) Plan reported participants rose from 174 in the plan year 2023 filing to 176 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Needham & Company, LLC 401(k) Plan reports 176 participants - about 22% of that state average ($90M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $76M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $15M |
| Employer EIN | 133255839 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Needham & Company, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $61M |
| 2023 | 1 | 174 | $76M |
| 2024 | 1 | 176 | $90M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Needham & Company, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Needham & Company, LLC 401(k) Plan by total assets, not by location.
- Town Pump, Et Al 401(k) Plan (MT) $90M · 4,110
- Jordano's, Inc. 401(k) Plan (CA) $90M · 528
- The Ochin 401(k) Plan (OR) $90M · 1,033
- New York Yankees Employee Investment Plan (FL) $90M · 536
Frequently Asked Questions
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How have Needham & Company, LLC plan assets changed over time? ▼
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Next read for Needham & Company, LLC 401(k) Plan
Filing takeaways
Ways to act on Needham & Company, LLC 401(k) Plan's numbers.
- By total assets, Needham & Company, LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Needham & Company, LLC's sponsor-wide assets have grown 48.4% since 2022 across 3 plan years on file. More Finance & Insurance plans