401(k) · DOL Form 5500 · 2022

New American Funding, LLC 401(k) Plan

Data updated 2026-08-11

$98M
Total assets
4,410
Participants
93rd
Percentile by assets
$22,182
Avg per participant
PlainRetire home → About this data

Official DOL plan name: New American Funding, LLC 401(k) · Sponsored by New American Funding, LLC · California · Finance & Insurance

$98M in assets, 4,410 participants

New American Funding, LLC's New American Funding, LLC 401(k) reported $98M in total assets and 4,410 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 139,126 plans)
  • #8,162 in Finance & Insurance (9,261 peers)

Coverage in California

New American Funding, LLC 401(k) covers 4,410 participants in California, 7.0x the typical California plan (state average ~630 per filing). Assets: $98M.

$98M
total plan assets (2022 EOY)
4,410
covered participants
93rd
percentile by assets (of 139,126 plans)
$22,182
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where New American Funding, LLC 401(k) sits by total assets

New American Funding, LLC 401(k) vs every filed plan by assets

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

$97,820,750 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. New American Funding, LLC 401(k) reports 4,410 participants - 7.0x that state average ($98M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$98M
Net Income-$5M
Employer EIN010726495
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New American Funding, LLC)

$80M$100M$120M$140M$160M 202220232024 $97.8M $148M ▲ +51.8%
Total plan assets by year, all New American Funding, LLC plans on file
Year Plans Participants Total Assets
2022 1 4,410 $98M
2023 1 3,394 $121M
2024 1 3,738 $148M

Nearby 401(k) Plans in California

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

New American Funding, LLC 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants New American Funding…, Total assets ($B): 0.09782075 · Participants: 4410New American Funding…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
New American Funding, LLC 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare New American Funding, LLC 401(k) side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to New American Funding, LLC 401(k) by total assets, not by location.

Frequently Asked Questions

How did New American Funding, LLC 401(k) assets move in 2022? ▼
New American Funding, LLC 401(k) pulled back noticeably - down 5.1% during 2022, from $103M to $98M. Reported net income was -$5M.
How have New American Funding, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New American Funding, LLC's sponsor-wide assets grew 51.8%, from $98M to $148M.
Where does New American Funding, LLC 401(k) rank by assets among Form 5500 filers? ▼
New American Funding, LLC 401(k) ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to New American Funding, LLC 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Manson Construction Co. Non-Craft Retirement Plan in WA ($98M, 309 participants).

Next read for New American Funding, LLC 401(k)

Filing takeaways

Ways to act on New American Funding, LLC 401(k)'s numbers.

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 010726495.

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.