401(k) · DOL Form 5500 · 2024

Nepc, LLC 401(k) Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
362
Participants Below avg headcount
94th
Percentile by assets National rank
$471,802
Avg per participant High balance/head
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Official DOL plan name: Nepc, LLC Profit Sharing and 401(k) Plan · Sponsored by Nepc, LLC · Massachusetts · Finance & Insurance

$171M in assets, 362 participants

Nepc, LLC's Nepc, LLC Profit Sharing and 401(k) Plan reported $171M in total assets and 362 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #7,682 in Finance & Insurance (8,549 peers)

Where Nepc, LLC Profit Sharing and 401(k) Plan sits by assets

Nepc, LLC Profit Sharing and 401(k) Plan sits in the top 10% of all filed plans by assets, $171M for 362 participants (~$471,802/participant), up 10.8% in 2024.

#7,682
in Finance & Insurance (8,549 peers)
+10.8%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Nepc, LLC Profit Sharing and 401(k) Plan's outsized position by total assets

Nepc, LLC Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$170,792,242 Top 6% higher than 94% 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

Nepc, LLC Profit Sharing and 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. Nepc, LLC Profit Sharing and 401(k) Plan sits mid-pack in the medium band (362 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nepc, LLC Profit Sharing and 401(k) Plan reported net income fell from $26M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Nepc, LLC Profit Sharing and 401(k) Plan end-of-year assets rose from $154M in the plan year 2023 filing to $171M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 261429809 · Nepc, LLC PY 2024 · 401(k)

Nepc, LLC Profit Sharing and 401(k) Plan · $171M · 362 · 94th

  • PHOTO $171M
  • PHOTO 362
  • PHOTO 94th
  • PHOTO 401(k)
  • PHOTO near United Urology Group Retirement Plan
  • PHOTO ind #7682

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 Massachusetts →

Nepc, LLC Profit Sharing and 401(k) Plan in the asset neighbourhood

Apple Bank for Savings 401(k) PlanApple Bank for Savings 401(k…$171MLaureate Education, Inc. 401(k) Retirement Savings PlanLaureate Education, Inc. 401…$171MUnited Urology Group Retirement PlanUnited Urology Group Retirem…$171MNepc, LLC Profit Sharing and 401(k) PlanNepc, LLC Profit Sharing and…$171MAgc of America, Sd Chapter, Inc. 401(k) Profit Sharing PlanAgc of America, Sd Chapter, …$171M
End-of-year total assets ($M) among Nepc, LLC Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$171M
Net Income$17M
Employer EIN261429809
Plan Effective Date1986-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nepc, LLC)

Sponsor-wide plan assets over time

All Nepc, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$171M 33.75819360971433% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $128M $171M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 327 $128M
2023 1 360 $154M
2024 1 362 $171M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Nepc, LLC Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Nepc, LLC Profit Sharing and 401(k) Plan, Total assets ($B): 0.170792242 · Participants: 362Nepc, LLC Profit Sharing and 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Nepc, LLC Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Nepc, LLC Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Nepc, LLC Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is United Urology Group Retirement Plan in MD ($171M); by covered participants it is Prosek LLC 401(k) Pension Plan in CT (362 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (362 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 Nepc, LLC Profit Sharing and 401(k) Plan assets move in 2024? ▼
Nepc, LLC Profit Sharing and 401(k) Plan grew at a solid clip - up 10.8% during 2024, from $154M to $171M. Reported net income was $17M.
How have Nepc, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nepc, LLC's sponsor-wide assets grew 33.8%, from $128M to $171M.
Where does Nepc, LLC Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Nepc, LLC Profit Sharing and 401(k) Plan ranks in the 94th 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 Nepc, LLC Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Urology Group Retirement Plan in MD ($171M, 1,187 participants).
Which 401(k) plans cover a similar participant headcount to Nepc, LLC Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prosek LLC 401(k) Pension Plan in CT (362 participants, $33M 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 261429809.

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.