401(k) · DOL Form 5500 · 2024

Needham & Company, LLC 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
176
Participants Small participant base
90th
Percentile by assets National rank
$513,348
Avg per participant High balance/head
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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.

  • #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.

#7,180
in Finance & Insurance (8,549 peers)
+19.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Needham & Company, LLC 401(k) Plan's outsized position by total assets

Needham & Company, LLC 401(k) Plan vs every filed plan by assets

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

$90,349,249 Top 10% higher than 90% 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

Needham & Company, LLC 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. Needham & Company, LLC 401(k) Plan sits mid-pack in the medium band (176 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133255839 · Needham & Company, LLC PY 2024 · 401(k)

Needham & Company, LLC 401(k) Plan · $90M · 176 · 90th

  • EBSA $90M
  • EBSA 176
  • EBSA 90th
  • EBSA 401(k)
  • EBSA near Town Pump, Et Al 401(k) Plan
  • EBSA ind #7180

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 New York →

Needham & Company, LLC 401(k) Plan in the asset neighbourhood

New York Yankees Employee Investment PlanNew York Yankees Employee In…$90MNeedham & Company, LLC 401(k) PlanNeedham & Company, LLC 401(k…$90MTown Pump, Et Al 401(k) Plan$90MJordano's, Inc. 401(k) Plan$90MThe Ochin 401(k) Plan$90M
End-of-year total assets ($M) among Needham & Company, LLC 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)$76M
Net Assets (End of Year)$90M
Net Income$15M
Employer EIN133255839
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Needham & Company, LLC)

Sponsor-wide plan assets over time

All Needham & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$90M 48.36787413228705% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $60.9M $90.4M ▲ +48.4%
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 Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Needham & Company, LLC 401(k) Plan, Total assets ($B): 0.090349249 · Participants: 176Needham & Company, LLC 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
Needham & Company, LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Needham & Company, LLC 401(k) Plan side-by-side with 3 peers →

Needham & Company, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Town Pump, Et Al 401(k) Plan in MT ($90M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($90M here).

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Needham & Company, LLC 401(k) Plan assets move in 2024? ▼
Needham & Company, LLC 401(k) Plan grew sharply - up 19.5% during 2024, from $76M to $90M. Reported net income was $15M.
How have Needham & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Needham & Company, LLC's sponsor-wide assets grew 48.4%, from $61M to $90M.
Where does Needham & Company, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Needham & Company, LLC 401(k) Plan ranks in the 90th 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 Needham & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Town Pump, Et Al 401(k) Plan in MT ($90M, 4,110 participants).
Which 401(k) plans cover a similar participant headcount to Needham & Company, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 participants, N/A 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 133255839.

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.