401(k) · DOL Form 5500 · 2024
Neptune Trading Group 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $45,769
- Avg per participant Low balance/head
Official DOL plan name: Neptune Trading Group 401(k) Plan · Sponsored by Neptune Trading Group · Rhode Island · Wholesale Trade
$5M in assets, 115 participants
Neptune Trading Group's Neptune Trading Group 401(k) Plan reported $5M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #1,986 in Wholesale Trade (6,080 peers)
Coverage in Rhode Island
Neptune Trading Group 401(k) Plan covers 115 participants in Rhode Island, about 8% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $5M.
- #1,986
- in Wholesale Trade (6,080 peers)
- +39.9%
- assets growth YoY
Neptune Trading Group 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Neptune Trading Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,263,481 43rd percentile higher than 43% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Neptune Trading Group 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. Neptune Trading Group 401(k) Plan sits mid-pack in the medium band (115 participants).
Plan-year Form 5500 strip
Filing strip 050447141 · Neptune Trading Group PY 2024 · 401(k)
Neptune Trading Group 401(k) Plan · $5M · 115 · 43rd
- BOOK $5M
- VS-ST 115
- BOY 43rd
- SCH 401(k)
- EBSA near Black Bashor & Porsch Profit Sharing Plan and Trus
- PART ind #1986
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 Wholesale Trade retirement plans → · Plans in Rhode Island →
Neptune Trading Group 401(k) Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 050447141 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $30.1B · 240,493
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
Neptune Trading Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Black Bashor & Porsch Profit Sharing Plan and Trus in PA ($5M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.
- Dhillon Healthcare Group 401(k) Profit Sharing (CA) 115 · 0 off
- Sa Photonics, Inc. 401(k) Plan (CA) 115 · 0 off
- Atlantic Engineering Laboratories, Inc. 401(k) Plan (NJ) 115 · 0 off
- Greater Houston Retailers Association 401(k) Plan (TX) 115 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.