Needham & Company Inc.
Plan context: Needham & Company Inc. 401K Plan
EIN 13-3255839 • New York, NY • 51 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
172
2024 Assets
$90,349,249
2024 Contributions
$5,003,621
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 172 | $90,349,249 | $5,003,621 | $29,091iApproximate average salary by contribution assumption: employee only about $727,270 at 4% or $484,847 at 6%; with 50% employer match about $484,847 at 4% or $323,231 at 6%; with 100% employer match about $363,635 at 4% or $242,423 at 6%. |
| Needham & Company Inc. 401K Plan | - | 172 | $90,349,249 | $5,003,621 | $29,091iApproximate average salary by contribution assumption: employee only about $727,270 at 4% or $484,847 at 6%; with 50% employer match about $484,847 at 4% or $323,231 at 6%; with 100% employer match about $363,635 at 4% or $242,423 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 144 | - | - | - |
| 2023 | 2 | 176 | $75,581,801 | $4,359,653 | $24,771iApproximate average salary by contribution assumption: employee only about $619,269 at 4% or $412,846 at 6%; with 50% employer match about $412,846 at 4% or $275,231 at 6%; with 100% employer match about $309,634 at 4% or $206,423 at 6%. |
| Needham & Company Inc. 401K Plan | - | 176 | $75,581,801 | $4,359,653 | $24,771iApproximate average salary by contribution assumption: employee only about $619,269 at 4% or $412,846 at 6%; with 50% employer match about $412,846 at 4% or $275,231 at 6%; with 100% employer match about $309,634 at 4% or $206,423 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 139 | - | - | - |
| 2022 | 2 | 174 | $60,895,426 | $4,854,869 | $27,902iApproximate average salary by contribution assumption: employee only about $697,539 at 4% or $465,026 at 6%; with 50% employer match about $465,026 at 4% or $310,017 at 6%; with 100% employer match about $348,769 at 4% or $232,513 at 6%. |
| Needham & Company Inc. 401K Plan | - | 174 | $60,895,426 | $4,854,869 | $27,902iApproximate average salary by contribution assumption: employee only about $697,539 at 4% or $465,026 at 6%; with 50% employer match about $465,026 at 4% or $310,017 at 6%; with 100% employer match about $348,769 at 4% or $232,513 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 132 | - | - | - |
| 2021 | 2 | 180 | $75,512,202 | $3,729,225 | $20,718iApproximate average salary by contribution assumption: employee only about $517,948 at 4% or $345,299 at 6%; with 50% employer match about $345,299 at 4% or $230,199 at 6%; with 100% employer match about $258,974 at 4% or $172,649 at 6%. |
| Needham & Company Inc. 401K Plan | - | 166 | $75,512,202 | $3,729,225 | $22,465iApproximate average salary by contribution assumption: employee only about $561,630 at 4% or $374,420 at 6%; with 50% employer match about $374,420 at 4% or $249,613 at 6%; with 100% employer match about $280,815 at 4% or $187,210 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 180 | - | - | - |
| 2020 | 2 | 173 | $62,296,773 | $3,475,556 | $20,090iApproximate average salary by contribution assumption: employee only about $502,248 at 4% or $334,832 at 6%; with 50% employer match about $334,832 at 4% or $223,221 at 6%; with 100% employer match about $251,124 at 4% or $167,416 at 6%. |
| Needham & Company Inc. 401K Plan | - | 158 | $62,296,773 | $3,475,556 | $21,997iApproximate average salary by contribution assumption: employee only about $549,930 at 4% or $366,620 at 6%; with 50% employer match about $366,620 at 4% or $244,413 at 6%; with 100% employer match about $274,965 at 4% or $183,310 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 173 | - | - | - |
| 2019 | 2 | 166 | $48,163,862 | $3,018,422 | $18,183iApproximate average salary by contribution assumption: employee only about $454,582 at 4% or $303,054 at 6%; with 50% employer match about $303,054 at 4% or $202,036 at 6%; with 100% employer match about $227,291 at 4% or $151,527 at 6%. |
| Needham & Company Inc. 401K Plan | - | 155 | $48,163,862 | $3,018,422 | $19,474iApproximate average salary by contribution assumption: employee only about $486,842 at 4% or $324,562 at 6%; with 50% employer match about $324,562 at 4% or $216,374 at 6%; with 100% employer match about $243,421 at 4% or $162,281 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 166 | - | - | - |
| 2018 | 2 | 160 | $38,603,447 | $2,753,098 | $17,207iApproximate average salary by contribution assumption: employee only about $430,172 at 4% or $286,781 at 6%; with 50% employer match about $286,781 at 4% or $191,187 at 6%; with 100% employer match about $215,086 at 4% or $143,391 at 6%. |
| Needham & Company Inc. 401K Plan | - | 146 | $38,603,447 | $2,753,098 | $18,857iApproximate average salary by contribution assumption: employee only about $471,421 at 4% or $314,281 at 6%; with 50% employer match about $314,281 at 4% or $209,520 at 6%; with 100% employer match about $235,710 at 4% or $157,140 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 160 | - | - | - |
| 2017 | 2 | 151 | $44,860,660 | $3,616,014 | $23,947iApproximate average salary by contribution assumption: employee only about $598,678 at 4% or $399,119 at 6%; with 50% employer match about $399,119 at 4% or $266,079 at 6%; with 100% employer match about $299,339 at 4% or $199,559 at 6%. |
| Needham & Company Inc. 401K Plan | - | 151 | $44,860,660 | $3,616,014 | $23,947iApproximate average salary by contribution assumption: employee only about $598,678 at 4% or $399,119 at 6%; with 50% employer match about $399,119 at 4% or $266,079 at 6%; with 100% employer match about $299,339 at 4% or $199,559 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 149 | - | - | - |
| 2016 | 2 | 151 | $42,264,382 | $2,888,405 | $19,129iApproximate average salary by contribution assumption: employee only about $478,213 at 4% or $318,808 at 6%; with 50% employer match about $318,808 at 4% or $212,539 at 6%; with 100% employer match about $239,106 at 4% or $159,404 at 6%. |
| Needham & Company Inc. 401K Plan | - | 149 | $42,264,382 | $2,888,405 | $19,385iApproximate average salary by contribution assumption: employee only about $484,632 at 4% or $323,088 at 6%; with 50% employer match about $323,088 at 4% or $215,392 at 6%; with 100% employer match about $242,316 at 4% or $161,544 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 151 | - | - | - |
| 2015 | 2 | 146 | $37,268,782 | $3,263,356 | $22,352iApproximate average salary by contribution assumption: employee only about $558,794 at 4% or $372,529 at 6%; with 50% employer match about $372,529 at 4% or $248,353 at 6%; with 100% employer match about $279,397 at 4% or $186,265 at 6%. |
| Needham & Company Inc. 401K Plan | - | 146 | $37,268,782 | $3,263,356 | $22,352iApproximate average salary by contribution assumption: employee only about $558,794 at 4% or $372,529 at 6%; with 50% employer match about $372,529 at 4% or $248,353 at 6%; with 100% employer match about $279,397 at 4% or $186,265 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 117 | - | - | - |
| 2014 | 2 | 148 | $38,717,649 | $2,559,279 | $17,292iApproximate average salary by contribution assumption: employee only about $432,311 at 4% or $288,207 at 6%; with 50% employer match about $288,207 at 4% or $192,138 at 6%; with 100% employer match about $216,155 at 4% or $144,104 at 6%. |
| Needham & Company Inc. 401K Plan | - | 148 | $38,717,649 | $2,559,279 | $17,292iApproximate average salary by contribution assumption: employee only about $432,311 at 4% or $288,207 at 6%; with 50% employer match about $288,207 at 4% or $192,138 at 6%; with 100% employer match about $216,155 at 4% or $144,104 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 123 | - | - | - |
| 2013 | 2 | 148 | $35,979,808 | $2,482,552 | $16,774iApproximate average salary by contribution assumption: employee only about $419,350 at 4% or $279,567 at 6%; with 50% employer match about $279,567 at 4% or $186,378 at 6%; with 100% employer match about $209,675 at 4% or $139,783 at 6%. |
| Needham & Company Inc. 401K Plan | - | 148 | $35,979,808 | $2,482,552 | $16,774iApproximate average salary by contribution assumption: employee only about $419,350 at 4% or $279,567 at 6%; with 50% employer match about $279,567 at 4% or $186,378 at 6%; with 100% employer match about $209,675 at 4% or $139,783 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 117 | - | - | - |
| 2012 | 2 | 150 | $28,644,554 | $2,668,852 | $17,792iApproximate average salary by contribution assumption: employee only about $444,809 at 4% or $296,539 at 6%; with 50% employer match about $296,539 at 4% or $197,693 at 6%; with 100% employer match about $222,404 at 4% or $148,270 at 6%. |
| Needham & Company Inc. 401K Plan | - | 150 | $28,644,554 | $2,668,852 | $17,792iApproximate average salary by contribution assumption: employee only about $444,809 at 4% or $296,539 at 6%; with 50% employer match about $296,539 at 4% or $197,693 at 6%; with 100% employer match about $222,404 at 4% or $148,270 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 124 | - | - | - |
| 2011 | 2 | 149 | $25,027,576 | $2,452,491 | $16,460iApproximate average salary by contribution assumption: employee only about $411,492 at 4% or $274,328 at 6%; with 50% employer match about $274,328 at 4% or $182,885 at 6%; with 100% employer match about $205,746 at 4% or $137,164 at 6%. |
| Needham & Company Inc. 401K Plan | - | 149 | $25,027,576 | $2,452,491 | $16,460iApproximate average salary by contribution assumption: employee only about $411,492 at 4% or $274,328 at 6%; with 50% employer match about $274,328 at 4% or $182,885 at 6%; with 100% employer match about $205,746 at 4% or $137,164 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 126 | - | - | - |
| 2010 | 2 | 157 | $27,364,329 | $2,554,068 | $16,268iApproximate average salary by contribution assumption: employee only about $406,699 at 4% or $271,132 at 6%; with 50% employer match about $271,132 at 4% or $180,755 at 6%; with 100% employer match about $203,349 at 4% or $135,566 at 6%. |
| Needham & Company Inc. 401K Plan | - | 157 | $27,364,329 | $2,554,068 | $16,268iApproximate average salary by contribution assumption: employee only about $406,699 at 4% or $271,132 at 6%; with 50% employer match about $271,132 at 4% or $180,755 at 6%; with 100% employer match about $203,349 at 4% or $135,566 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 135 | - | - | - |
| 2009 | 2 | 157 | $24,214,508 | $2,633,749 | $16,775iApproximate average salary by contribution assumption: employee only about $419,387 at 4% or $279,591 at 6%; with 50% employer match about $279,591 at 4% or $186,394 at 6%; with 100% employer match about $209,693 at 4% or $139,796 at 6%. |
| Needham & Company Inc. 401K Plan | - | 157 | $24,214,508 | $2,633,749 | $16,775iApproximate average salary by contribution assumption: employee only about $419,387 at 4% or $279,591 at 6%; with 50% employer match about $279,591 at 4% or $186,394 at 6%; with 100% employer match about $209,693 at 4% or $139,796 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 136 | - | - | - |
| 2008 | 2 | 173 | $18,255,742 | $2,644,286 | $15,285iApproximate average salary by contribution assumption: employee only about $382,122 at 4% or $254,748 at 6%; with 50% employer match about $254,748 at 4% or $169,832 at 6%; with 100% employer match about $191,061 at 4% or $127,374 at 6%. |
| Needham & Company Inc. 401K Plan | - | 173 | $18,255,742 | $2,644,286 | $15,285iApproximate average salary by contribution assumption: employee only about $382,122 at 4% or $254,748 at 6%; with 50% employer match about $254,748 at 4% or $169,832 at 6%; with 100% employer match about $191,061 at 4% or $127,374 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 173 | - | - | - |
| 2007 | 2 | 200 | $26,902,637 | $3,382,369 | $16,912iApproximate average salary by contribution assumption: employee only about $422,796 at 4% or $281,864 at 6%; with 50% employer match about $281,864 at 4% or $187,909 at 6%; with 100% employer match about $211,398 at 4% or $140,932 at 6%. |
| Needham & Company Inc. 401K Plan | - | 200 | $26,902,637 | $3,382,369 | $16,912iApproximate average salary by contribution assumption: employee only about $422,796 at 4% or $281,864 at 6%; with 50% employer match about $281,864 at 4% or $187,909 at 6%; with 100% employer match about $211,398 at 4% or $140,932 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 200 | - | - | - |
| 2006 | 2 | 201 | $24,153,693 | $3,423,935 | $17,035iApproximate average salary by contribution assumption: employee only about $425,863 at 4% or $283,908 at 6%; with 50% employer match about $283,908 at 4% or $189,272 at 6%; with 100% employer match about $212,931 at 4% or $141,954 at 6%. |
| Needham & Company Inc. 401K Plan | - | 201 | $24,153,693 | $3,423,935 | $17,035iApproximate average salary by contribution assumption: employee only about $425,863 at 4% or $283,908 at 6%; with 50% employer match about $283,908 at 4% or $189,272 at 6%; with 100% employer match about $212,931 at 4% or $141,954 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 201 | - | - | - |
| 2005 | 2 | 207 | $19,009,278 | $2,691,222 | $13,001iApproximate average salary by contribution assumption: employee only about $325,027 at 4% or $216,685 at 6%; with 50% employer match about $216,685 at 4% or $144,456 at 6%; with 100% employer match about $162,513 at 4% or $108,342 at 6%. |
| Needham & Company Inc. 401K Plan | - | 207 | $19,009,278 | $2,691,222 | $13,001iApproximate average salary by contribution assumption: employee only about $325,027 at 4% or $216,685 at 6%; with 50% employer match about $216,685 at 4% or $144,456 at 6%; with 100% employer match about $162,513 at 4% or $108,342 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 207 | - | - | - |
| 2004 | 2 | 208 | $17,360,786 | $2,755,346 | $13,247iApproximate average salary by contribution assumption: employee only about $331,171 at 4% or $220,781 at 6%; with 50% employer match about $220,781 at 4% or $147,187 at 6%; with 100% employer match about $165,586 at 4% or $110,390 at 6%. |
| Needham & Company Inc. 401K Plan | - | 208 | $17,360,786 | $2,755,346 | $13,247iApproximate average salary by contribution assumption: employee only about $331,171 at 4% or $220,781 at 6%; with 50% employer match about $220,781 at 4% or $147,187 at 6%; with 100% employer match about $165,586 at 4% or $110,390 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 208 | - | - | - |
| 2003 | 2 | 190 | $14,370,827 | $2,425,566 | $12,766iApproximate average salary by contribution assumption: employee only about $319,153 at 4% or $212,769 at 6%; with 50% employer match about $212,769 at 4% or $141,846 at 6%; with 100% employer match about $159,577 at 4% or $106,384 at 6%. |
| Needham & Company Inc. 401K Plan | - | 190 | $14,370,827 | $2,425,566 | $12,766iApproximate average salary by contribution assumption: employee only about $319,153 at 4% or $212,769 at 6%; with 50% employer match about $212,769 at 4% or $141,846 at 6%; with 100% employer match about $159,577 at 4% or $106,384 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 188 | - | - | - |
| 2002 | 2 | 186 | $9,480,370 | $2,279,205 | $12,254iApproximate average salary by contribution assumption: employee only about $306,345 at 4% or $204,230 at 6%; with 50% employer match about $204,230 at 4% or $136,153 at 6%; with 100% employer match about $153,172 at 4% or $102,115 at 6%. |
| Needham & Company Inc. 401K Plan | - | 186 | $9,480,370 | $2,279,205 | $12,254iApproximate average salary by contribution assumption: employee only about $306,345 at 4% or $204,230 at 6%; with 50% employer match about $204,230 at 4% or $136,153 at 6%; with 100% employer match about $153,172 at 4% or $102,115 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 186 | - | - | - |
| 2001 | 2 | 180 | $9,445,699 | $1,791,366 | $9,952iApproximate average salary by contribution assumption: employee only about $248,801 at 4% or $165,867 at 6%; with 50% employer match about $165,867 at 4% or $110,578 at 6%; with 100% employer match about $124,400 at 4% or $82,934 at 6%. |
| Needham & Company Inc. 401K Plan | - | 180 | $9,445,699 | $1,791,366 | $9,952iApproximate average salary by contribution assumption: employee only about $248,801 at 4% or $165,867 at 6%; with 50% employer match about $165,867 at 4% or $110,578 at 6%; with 100% employer match about $124,400 at 4% or $82,934 at 6%. |
| Needham & Company LLC Health & Welfare Plan | - | 180 | - | - | - |
| 2000 | 2 | 172 | $0 | $0 | - |
| Needham & Company LLC Health & Welfare Plan | - | 172 | - | - | - |
| Needham & Company Inc. 401K Plan | - | 172 | - | - | - |
| 1999 | 1 | 152 | $9,102,734 | $1,291,330 | $8,496iApproximate average salary by contribution assumption: employee only about $212,390 at 4% or $141,593 at 6%; with 50% employer match about $141,593 at 4% or $94,395 at 6%; with 100% employer match about $106,195 at 4% or $70,797 at 6%. |
| Needham & Company Inc. 401K Plan | - | 152 | $9,102,734 | $1,291,330 | $8,496iApproximate average salary by contribution assumption: employee only about $212,390 at 4% or $141,593 at 6%; with 50% employer match about $141,593 at 4% or $94,395 at 6%; with 100% employer match about $106,195 at 4% or $70,797 at 6%. |