Profit Sharing · DOL Form 5500 · 2022

The Preservation Society of Newport County Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
160
Participants Small participant base
70th
Percentile by assets National rank
$81,272
Avg per participant Below avg balance/head
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Official DOL plan name: The Pres. Soc. of Newport Cty. Ret. Savings Pl. · Sponsored by The Preservation Society of Newport County · Rhode Island · Arts, Entertainment & Recreation

$13M in assets, 160 participants

The Preservation Society of Newport County's The Pres. Soc. of Newport Cty. Ret. Savings Pl. reported $13M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,498 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Rhode Island

The Pres. Soc. of Newport Cty. Ret. Savings Pl. covers 160 participants in Rhode Island, about 11% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $13M.

#2,498
in Arts, Entertainment & Recreation (3,077 peers)
-14.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Pres. Soc. of Newport Cty. Ret. Savings Pl.'s outsized position by total assets

The Pres. Soc. of Newport Cty. Ret. Savings Pl. vs every filed plan by assets

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

$13,003,595 Top 30% higher than 70% 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

The Pres. Soc. of Newport Cty. Ret. Savings Pl. 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. The Pres. Soc. of Newport Cty. Ret. Savings Pl. sits mid-pack in the medium band (160 participants).

Published 5500 schedule card

Filing strip 050252708 · The Preservation Society of Newport County PY 2022 · Profit Sharing

The Pres. Soc. of Newport Cty. Ret. Savings Pl. · $13M · 160 · 70th

  • RANK $13M
  • RANK 160
  • RANK 70th
  • RANK Profit Sharing
  • RANK near Care Dimensions, Inc. Retirement Plan
  • RANK ind #2498

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 Arts, Entertainment & Recreation retirement plans → · Plans in Rhode Island →

The Pres. Soc. of Newport Cty. Ret. Savings Pl. in the asset neighbourhood

New Hope Community, Inc. Retirement PlanNew Hope Community, Inc. Ret…$13MDefined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity FundDefined Contribution Plan of…$13MGermantown Trust & Savings Bank Profit Sharing PlaGermantown Trust & Savings B…$13MCare Dimensions, Inc. Retirement PlanCare Dimensions, Inc. Retire…$13MThe Pres. Soc. of Newport Cty. Ret. Savings Pl.The Pres. Soc. of Newport Ct…$13M
End-of-year total assets ($M) among The Pres. Soc. of Newport Cty. Ret. Savings Pl. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Rhode Island filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN050252708
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Preservation Society of Newport County)

Sponsor-wide plan assets over time

All The Preservation Society of Newport County plans reported in each filing year

Latest sponsor-wide plan assets
$15M 15.785934581936765% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13M $15.1M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 160 $13M
2023 1 192 $13M
2024 1 216 $15M

Nearby Profit Sharing Plans in Rhode Island

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Pres. Soc. of Newport Cty. Ret. Savings Pl. vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1000100200300400500 Total assets ($M) Participants The Pres. Soc. of Newport Cty. Ret. Savings Pl., Total assets ($M): 13.003595 · Participants: 160The Pres. Soc. of Newport Cty. Ret. Savings Pl.Care New England 403(b) Match & Savings Plan, Total assets ($M): 427.342476 · Participants: 7302Care New England 403(b) Match & Savings PlanTextron Retirement Account Plan Trust, Total assets ($M): 290.953449 · Participants: 10515Textron Retirement Account Plan TrustBrown Physicians, Inc. 401(a) Plan, Total assets ($M): 237.323248 · Participants: 949Brown Physicians, Inc. 401(a) PlanInternational Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan, Total assets ($M): 153.33546 · Participants: 1039International Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanIuoe Local 57 Annuity Plan, Total assets ($M): 119.52349 · Participants: 871Iuoe Local 57 Annuity Plan
The Pres. Soc. of Newport Cty. Ret. Savings Pl. vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants
Compare The Pres. Soc. of Newport Cty. Ret. Savings Pl. side-by-side with 3 peers →

The Pres. Soc. of Newport Cty. Ret. Savings Pl.'s out-of-state Profit Sharing peers by assets and headcount

Outside Rhode Island, the nearest Profit Sharing by assets is Care Dimensions, Inc. Retirement Plan in MA ($13M); by covered participants it is Moravian Manor, Inc. Profit Sharing Plan in PA (160 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 The Pres. Soc. of Newport Cty. Ret. Savings Pl. assets move in 2022? ▼
The Pres. Soc. of Newport Cty. Ret. Savings Pl. pulled back noticeably - down 14.2% during 2022, from $15M to $13M. Reported net income was -$2M.
How have The Preservation Society of Newport County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Preservation Society of Newport County's sponsor-wide assets grew 15.8%, from $13M to $15M.
Which Profit Sharing plans are similar in size to The Pres. Soc. of Newport Cty. Ret. Savings Pl.? ▼
Among Profit Sharing plans in other states, the closest by assets is Care Dimensions, Inc. Retirement Plan in MA ($13M, 535 participants).
Which Profit Sharing plans cover a similar participant headcount to The Pres. Soc. of Newport Cty. Ret. Savings Pl.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Moravian Manor, Inc. Profit Sharing Plan in PA (160 participants, $8M 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 050252708.

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.