401(k) · DOL Form 5500 · 2024

Nepc, LLC 401(k) Plan

Data updated 2026-08-11

$171M
Total assets: 362
Participants: 94th
Percentile by assets: $471,802
Avg per participant

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.

94th percentile by assets (of 123,622 plans)
#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.

$171M
total plan assets (2024 EOY): 362
covered participants: 94th
percentile by assets (of 123,622 plans): $471,802
avg assets per participant

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

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 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 →

State

Massachusetts

Industry

Finance & Insurance

Nepc, LLC Profit Sharing and 401(k) Plan vs the 2024 asset distribution

By assets, Nepc, LLC Profit Sharing and 401(k) Plan outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$154M
Net Assets (End of Year)	$171M
Net Income	$17M
Employer EIN	261429809
Plan Effective Date	1986-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Nepc, LLC)

Total plan assets by year, all Nepc, LLC plans on file

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

Fidelity Retirement Savings Plan $34.2B · 66,907
Liberty Mutual 401(k) Plan $11.4B · 34,618
Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
State Street Salary Savings Program $6.5B · 12,777

Compare Nepc, LLC Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Nepc, LLC Profit Sharing and 401(k) Plan by total assets, not by location.

United Urology Group Retirement Plan (MD) $171M · 1,187
Agc of America, Sd Chapter, Inc. 401(k) Profit Sharing Plan (CA) $171M · 2,510
Apple Bank for Savings 401(k) Plan (NY) $171M · 1,347
Laureate Education, Inc. 401(k) Retirement Savings Plan (FL) $171M · 56

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).

Next read for Nepc, LLC Profit Sharing and 401(k) Plan

Scale reading

Ways to act on Nepc, LLC Profit Sharing and 401(k) Plan's numbers.

By total assets, Nepc, LLC Profit Sharing and 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
Nepc, LLC's sponsor-wide assets have grown 33.8% since 2022 across 3 plan years on file. More Finance & Insurance 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 261429809.