Profit Sharing · DOL Form 5500 · 2024

Neogo Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
24th
Percentile by assets National rank
$289,480
Avg per participant High balance/head
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Official DOL plan name: Neogo Inc. Retirement Plan · Sponsored by Neogo Inc. · Texas · Other Services

$1M in assets, 4 participants

Neogo Inc.'s Neogo Inc. Retirement Plan reported $1M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,757 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Neogo Inc. Retirement Plan ranks #3,757 of 7,719 2024 filers by assets (1733% of the sector average)-$1M for 4 participants.

#3,757
in Other Services (7,719 peers)
+46.8%
assets growth YoY

Neogo Inc. Retirement Plan among the smaller filed plans by assets

Neogo Inc. Retirement Plan vs every filed plan by assets

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

$1,157,919 24th percentile higher than 24% 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

Neogo Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Neogo Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Neogo Inc. Retirement Plan reported net income rose from $100K in the plan year 2023 filing to $369K in the plan year 2024 filing.
  • Neogo Inc. Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 4 in the plan year 2024 filing.
  • Neogo Inc. Retirement Plan end-of-year assets rose from $789K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 842283240 · Neogo Inc. PY 2024 · Profit Sharing

Neogo Inc. Retirement Plan · $1M · 4 · 24th

  • VS-ST $1M
  • VS-ST 4
  • VS-ST 24th
  • VS-ST Profit Sharing
  • VS-ST near Mdf Profit Sharing Retirement Plan
  • VS-ST ind #3757

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 Other Services retirement plans → · Plans in Texas →

Neogo Inc. Retirement Plan in the asset neighbourhood

Neogo Inc. Retirement Plan$1MMdf Profit Sharing Retirement PlanMdf Profit Sharing Retiremen…$1MMartin Fence Co. Profit Sharing PlanMartin Fence Co. Profit Shar…$1MBond Chemical Products Co. Employee's Profit Sharing TrustBond Chemical Products Co. E…$1MKemlyn Road Corporation Retirement PlanKemlyn Road Corporation Reti…$1M
End-of-year total assets ($M) among Neogo Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$789K
Net Assets (End of Year)$1M
Net Income$369K
Employer EIN842283240
Plan Effective Date2019-07-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Neogo Inc.)

Sponsor-wide plan assets over time

All Neogo Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 156.8054542442727% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.69M $1.77M ▲ +156.5%
Year Plans Participants Total Assets
2022 1 2 $688K
2023 1 2 $789K
2024 4 10 $2M

Nearby Profit Sharing Plans in Texas

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

Neogo Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Neogo Inc. Retirement Plan, Total assets ($B): 0.001157919 · Participants: 4Neogo Inc. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Neogo Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Neogo Inc. Retirement Plan side-by-side with 3 peers →

Neogo Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Mdf Profit Sharing Retirement Plan in PR ($1M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Neogo Inc. Retirement Plan assets move in 2024? ▼
Neogo Inc. Retirement Plan surged - up 46.8% during 2024, from $789K to $1M. Reported net income was $369K.
How have Neogo Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neogo Inc.'s sponsor-wide assets grew 156.8%, from $688K to $2M.
Where does Neogo Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Neogo Inc. Retirement Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Neogo Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mdf Profit Sharing Retirement Plan in PR ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Neogo Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Thrive Holdings Inc. Retirement Plan in OH (4 participants, $533K 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 842283240.

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.