Department of Labor filing

NEUBERGER BERMAN GROUP LLC

NEUBERGER BERMAN GROUP 401(K) PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Aug 8, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support

$29,811

Reported employer contributions per active participant.

Higher than about 100% of comparable plans

#People in the filing

2,058

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

-$12 / participant

Reported administrative expense—not every fee an employee may pay.

↗Investment performance

Not available

Plan assets changed 17.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributions100th percentileTypical peer $7,379 · based on 52 comparable plans

Lower reported administrative expenseNot enough dataTypical peer $73 · based on 48 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, NEUBERGER BERMAN GROUP LLC reported $61,350,422 in employer contributions across the plan and 2,058 active participants. That works out to $29,811 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy65%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 10.7%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 34.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $61,350,422
Participant contributions: $32,288,486
Other contributions: $8,785,571
Employer share of reported contributions: 65.5%
Beginning assets: $1,748,619,581
Ending assets: $2,061,144,218
Ending net assets: $2,061,143,993
Ending liabilities: $225
Total income: $380,105,020
Total expenses: $67,561,446
Administrative expenses: -$36,762
Participant loans: $5,632,493

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$26,920

2023

$28,449

2024

$29,811

Plan-paid administrative expenses per participant

2022

-$18

2023

-$11

2024

-$12

Active participants

2022

1,939

2023

2,029

2024

2,058

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$29,811	2,058	2.1B	20250808114520NAL0002607395001
2023	$28,449	2,029	1.7B	20240926134101NAL0000456355001
2022	$26,920	1,939	1.5B	20230920132002NAL0002064817001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.3%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 611591182-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2010
Industry: Finance and insurance
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J2K2R2T

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20250808114520NAL0002607395001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗