401(k) · DOL Form 5500 · 2022
New American Funding, LLC 401(k) Plan
Data updated 2026-08-25
- $98M
- Total assets Below avg plan size
- 4,410
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $22,182
- Avg per participant Low balance/head
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.
- #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.
- #8,162
- in Finance & Insurance (9,261 peers)
- -5.1%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
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.
New American Funding, LLC 401(k)'s outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
New American Funding, LLC 401(k)'s large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New American Funding, LLC 401(k) lands in the large band (4,410 participants).
Plan-year Form 5500 strip
Filing strip 010726495 · New American Funding, LLC PY 2022 · 401(k)
New American Funding, LLC 401(k) · $98M · 4,410 · 93rd
- PART $98M
- TYPE 4,410
- NET 93rd
- BOOK 401(k)
- VS-ST near Manson Construction Co. Non-Craft Retirement Plan
- BOY ind #8162
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 California →
New American Funding, LLC 401(k) in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $103M |
|---|---|
| Net Assets (End of Year) | $98M |
| Net Income | -$5M |
| Employer EIN | 010726495 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New American Funding, LLC)
Sponsor-wide plan assets over time
All New American Funding, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $148M 51.76761167748152% vs 2022
- 2024 filing year
| 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.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
New American Funding, LLC 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Manson Construction Co. Non-Craft Retirement Plan in WA ($98M); by covered participants it is Cambia Health Solutions, Inc. 401(k) Savings Plan in OR (4,410 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($98M here).
- Manson Construction Co. Non-Craft Retirement Plan (WA) $98M · 309
- Murtha Cullina LLP Profit Sharing Retirement Plan (CT) $98M · 150
- Vivint, Inc. 401(k) Plan (UT) $98M · 5,049
- Prairie State Generating Company, LLC 401(k) Plan (IL) $98M · 611
Similar participant headcount
Nearest other-state filings by covered participants (4,410 participants); asset peers above are excluded.
- Cambia Health Solutions, Inc. 401(k) Savings Plan (OR) 4,410 · 0 off
- Kelsey-Seybold 401(k) Plan (MN) 4,412 · 2 off
- Altres 401(k) Retirement Plan (HI) 4,412 · 2 off
- Bristol Bay Native Corporation 401(k) Savings Plan (AK) 4,416 · 6 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.