Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NEARON ENTERPRISES
EIN 94-1633905real estateLatest filing 2025
Plans
2
Retirement
2
$9.8M assets
Welfare
0
Participants
44
101 YGNACIO VALLEY RD, STE 450 - WALNUT CREEK, CA 94596925-743-3300nearon.comLinkedIn11-50 employeesreal estate
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.8M assets / 44 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEARON ENTERPRISES 401K PROFIT SHARING PLAN
401k
Assets$7.6M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NEARON ENTERPRISES CASH BALANCE PLAN
CashBalance
Assets$2.2M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEARON ENTERPRISES 401K PROFIT SHARING PLAN | 401k | $7.6M | 24 | 2025 | |
| 002 | NEARON ENTERPRISES CASH BALANCE PLAN | CashBalance | $2.2M | 20 | 2024 |
Retirement plans