ESOP · DOL Form 5500 · 2024

Neighbors & Associates, Inc. ESOP

Data updated 2026-08-11

$47M
Total assets
347
Participants
83rd
Percentile by assets
$135,548
Avg per participant
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Official DOL plan name: Neighbors & Associates, Inc. Employee Stock Ownership Plan · Sponsored by Neighbors & Associates, Inc. · Kansas · Manufacturing

$47M in assets, 347 participants

Neighbors & Associates, Inc.'s Neighbors & Associates, Inc. Employee Stock Ownership Plan reported $47M in total assets and 347 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 123,622 plans)
  • #13,595 in Manufacturing (17,777 peers)

Where Neighbors & Associates, Inc. Employee Stock Ownership Plan sits by assets

Neighbors & Associates, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $47M for 347 participants (~$135,548/participant), up 22.2% in 2024.

$47M
total plan assets (2024 EOY)
347
covered participants
83rd
percentile by assets (of 123,622 plans)
$135,548
avg assets per participant

Where Neighbors & Associates, Inc. Employee Stock Ownership Plan sits by total assets

Neighbors & Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$47,035,328 Top 17% higher than 83% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Neighbors & Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $38M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Neighbors & Associates, Inc. Employee Stock Ownership Plan reported net income rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Neighbors & Associates, Inc. Employee Stock Ownership Plan reported participants rose from 323 in the plan year 2023 filing to 347 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Kansas
Industry
Manufacturing

Neighbors & Associates, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Neighbors & Associates, Inc. Employee Stock Ownership Plan outranks 83% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$47M
Net Income$9M
Employer EIN161661531
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neighbors & Associates, Inc.)

$40M$50M$60M$70M 202220232024 $46.3M $66.3M ▲ +43.3%
Total plan assets by year, all Neighbors & Associates, Inc. plans on file
Year Plans Participants Total Assets
2022 2 660 $46M
2023 2 575 $55M
2024 2 636 $66M

Nearby ESOP Plans in Kansas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Neighbors & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. 20040060080010001200 0100200300400 Total assets ($M) Participants Neighbors & Associat…, Total assets ($M): 47.035328 · Participants: 347Neighbors & Associat…Harcros Chemicals, I…, Total assets ($M): 302.929989 · Participants: 554Harcros Chemicals, I…Cerris, Inc. Employe…, Total assets ($M): 261.880582 · Participants: 609Cerris, Inc. Employe…Integra Technologies…, Total assets ($M): 143.017096 · Participants: 585Integra Technologies…Henderson Companies …, Total assets ($M): 111.840084 · Participants: 1016Henderson Companies …Berkel & Company Con…, Total assets ($M): 105.766157 · Participants: 418Berkel & Company Con…
Neighbors & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Neighbors & Associates, Inc. Employee St… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Neighbors & Associates, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Neighbors & Associates, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Neighbors & Associates, Inc. Employee Stock Ownership Plan grew sharply - up 22.2% during 2024, from $38M to $47M. Reported net income was $9M.
How have Neighbors & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neighbors & Associates, Inc.'s sponsor-wide assets grew 43.3%, from $46M to $66M.
Where does Neighbors & Associates, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Neighbors & Associates, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Neighbors & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is S. Rothschild & Co., Inc. Employee Stock Ownership Plan in NY ($47M, 82 participants).

Next read for Neighbors & Associates, Inc. Employee St…

Scale reading

Ways to act on Neighbors & Associates, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Neighbors & Associates, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Kansas. Compare plans
  • Neighbors & Associates, Inc.'s sponsor-wide assets have grown 43.3% since 2022 across 3 plan years on file. More Manufacturing plans

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 161661531.

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.