ESOP · DOL Form 5500 · 2024

Neighbors & Associates, Inc. ESOP

Data updated 2026-08-25

$47M
Total assets Below avg plan size
347
Participants Below avg headcount
83rd
Percentile by assets National rank
$135,548
Avg per participant Near avg balance/head
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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.

  • #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.

#13,595
in Manufacturing (17,777 peers)
+22.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Neighbors & Associates, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Neighbors & Associates, Inc. Employee Stock Ownership 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. Neighbors & Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (347 participants).

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 →

Plan-year Form 5500 strip

Filing strip 161661531 · Neighbors & Associates, Inc. PY 2024 · ESOP

Neighbors & Associates, Inc. Employee Stock Ownership Plan · $47M · 347 · 83rd

  • NET $47M
  • BOOK 347
  • VS-ST 83rd
  • BOY ESOP
  • SCH near S. Rothschild & Co., Inc. Employee Stock Ownership Plan
  • EBSA ind #13595

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 What is an ESOP? → · Plans in Kansas →

Neighbors & Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bank Forward Employee Stock Ownership PlanBank Forward Employee Stock …$47MNeighbors & Associates, Inc. Employee Stock Ownership PlanNeighbors & Associates, Inc.…$47MS. Rothschild & Co., Inc. Employee Stock Ownership PlanS. Rothschild & Co., Inc. Em…$47MScientific Applications & Research Associates, Inc. Employee Stock Ownership PlanScientific Applications & Re…$47MSummers of Brownsburg ESOP$47M
End-of-year total assets ($M) among Neighbors & Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Neighbors & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 43.28468398683904% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $46.3M $66.3M ▲ +43.3%
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 ($M) Participants Neighbors & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.035328 · Participants: 347Neighbors & Associates, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 302.929989 · Participants: 554Harcros Chemicals, Inc. Employee Stock Ownership PlanCerris, Inc. Employee Stock Ownership Plan, Total assets ($M): 261.880582 · Participants: 609Cerris, Inc. Employee Stock Ownership PlanIntegra Technologies Employee Stock Ownership Plan, Total assets ($M): 143.017096 · Participants: 585Integra Technologies Employee Stock Ownership PlanHenderson Companies Employee Stock Ownership Plan, Total assets ($M): 111.840084 · Participants: 1016Henderson Companies Employee Stock Ownership PlanBerkel & Company Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 105.766157 · Participants: 418Berkel & Company Contractors, Inc. Employee Stock Ownership Plan
Neighbors & Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Neighbors & Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Neighbors & Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kansas, the nearest ESOP by assets is S. Rothschild & Co., Inc. Employee Stock Ownership Plan in NY ($47M); by covered participants it is Shared Medical Services Employee Stock Ownership Plan in WI (346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (347 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 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).
Which ESOP plans cover a similar participant headcount to Neighbors & Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Shared Medical Services Employee Stock Ownership Plan in WI (346 participants, $114M 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 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.