401(k) · DOL Form 5500 · 2022
New Narrative 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 227
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $15,173
- Avg per participant Low balance/head
Official DOL plan name: New Narrative 401(k) Plan · Sponsored by New Narrative · Oregon · Healthcare & Social Assistance
$3M in assets, 227 participants
New Narrative's New Narrative 401(k) Plan reported $3M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.
- #9,504 in Healthcare & Social Assistance (20,060 peers)
New Narrative multi-year trail
New Narrative's plans moved +64.9% in assets from 2022 to 2024; this filing shows New Narrative 401(k) Plan at $3M / 227 participants.
- #9,504
- in Healthcare & Social Assistance (20,060 peers)
- +3.9%
- assets growth YoY
New Narrative 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
New Narrative 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,444,285 43rd percentile higher than 43% 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 Narrative 401(k) Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Narrative 401(k) Plan sits mid-pack in the medium band (227 participants).
Published 5500 schedule card
Filing strip 930685734 · New Narrative PY 2022 · 401(k)
New Narrative 401(k) Plan · $3M · 227 · 43rd
- NET $3M
- BOOK 227
- VS-ST 43rd
- BOY 401(k)
- SCH near Lawless Inc. 401(k) Plan
- EBSA ind #9504
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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →
New Narrative 401(k) Plan in the asset neighbourhood
New Narrative multi-year asset trail
Sponsor-wide plan assets over time
All New Narrative plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 64.91019181049187% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $3M |
| 2023 | 1 | 260 | $4M |
| 2024 | 1 | 287 | $6M |
New Narrative filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $130K |
| Employer EIN | 930685734 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.2B · 36,913
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.0B · 7,492
- Precision Castparts Corp. 401(k) Retirement Savings Plan $1.9B · 14,939
- Xpo Logistics Retirement Savings Plan $1.7B · 6,855
- Pacificorp K Plus Employee Savings Plan $1.4B · 4,905
New Narrative 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is Lawless Inc. 401(k) Plan in MA ($3M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (227 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.