401(k) · DOL Form 5500 · 2022

Newbury Partners LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
22
Participants Small participant base
56th
Percentile by assets National rank
$300,953
Avg per participant High balance/head
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Official DOL plan name: Newbury Partners LLC 401(k) Plan · Sponsored by Newbury Partners LLC · Connecticut · Finance & Insurance

$7M in assets, 22 participants

Newbury Partners LLC's Newbury Partners LLC 401(k) Plan reported $7M in total assets and 22 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,698 in Finance & Insurance (9,261 peers)

Newbury Partners LLC multi-year trail

Newbury Partners LLC's plans moved -88.9% in assets from 2022 to 2023; this filing shows Newbury Partners LLC 401(k) Plan at $7M / 22 participants.

#3,698
in Finance & Insurance (9,261 peers)
-10.1%
assets change YoY

The plan reported a net loss of $747K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Newbury Partners LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Newbury Partners LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,620,967 Top 44% higher than 56% of 139,123 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 2022

Newbury Partners LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newbury Partners LLC 401(k) Plan is a small filing (22 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 204662582 · Newbury Partners LLC PY 2022 · 401(k)

Newbury Partners LLC 401(k) Plan · $7M · 22 · 56th

  • BOOK $7M
  • VS-ST 22
  • BOY 56th
  • SCH 401(k)
  • EBSA near C-Hit 401(k)
  • PART ind #3698

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 Connecticut →

Newbury Partners LLC 401(k) Plan in the asset neighbourhood

Newbury Partners LLC 401(k) PlanNewbury Partners LLC 401(k) …$7MC-Hit 401(k)$7MPdc 401(k) and Profit Sharing PlanPdc 401(k) and Profit Sharin…$7MUnion Park Automotive Group, Inc. 401(k) PlanUnion Park Automotive Group,…$7MBoulder Heavy Industries, LLC 401(k) PlanBoulder Heavy Industries, LL…$7M
End-of-year total assets ($M) among Newbury Partners LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Newbury Partners LLC multi-year asset trail

Sponsor-wide plan assets over time

All Newbury Partners LLC plans reported in each filing year

Latest sponsor-wide plan assets
$735K 88.90349400623806% vs 2022
2023 filing year
$0M$2M$4M$6M$8M 20222023 $6.62M $0.73M ▼ -89.0%
Year Plans Participants Total Assets
2022 1 22 $7M
2023 2 20 $735K

Newbury Partners LLC filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$747K
Employer EIN204662582
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Newbury Partners LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Newbury Partners LLC 401(k) Plan, Total assets ($B): 0.006620967 · Participants: 22Newbury Partners LLC 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Newbury Partners LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Newbury Partners LLC 401(k) Plan side-by-side with 3 peers →

Newbury Partners LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is C-Hit 401(k) in MD ($7M); by covered participants it is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Newbury Partners LLC 401(k) Plan assets move in 2022? ▼
Newbury Partners LLC 401(k) Plan pulled back noticeably - down 10.1% during 2022, from $7M to $7M. Reported net income was -$747K.
How have Newbury Partners LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Newbury Partners LLC's sponsor-wide assets declined 88.9%, from $7M to $735K.
Which 401(k) plans are similar in size to Newbury Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is C-Hit 401(k) in MD ($7M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Newbury Partners LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bi-Lo Distributors, Ltd. 401(k) Plan in NY (22 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 204662582.

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.