Profit Sharing · DOL Form 5500 · 2022
The Preservation Society of Newport County Profit Sharing Plan
Data updated 2026-08-11
- $13M
- Total assets
- 160
- Participants
- 70th
- Percentile by assets
- $81,272
- Avg per participant
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.
- 70th percentile by assets (of 139,126 plans)
- #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.
- $13M
- total plan assets (2022 EOY)
- 160
- covered participants
- 70th
- percentile by assets (of 139,126 plans)
- $81,272
- avg assets per participant
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.
Participants vs Rhode Island filers
In Rhode Island, the average filing covers about 1,449 participants across 434 plans. The Pres. Soc. of Newport Cty. Ret. Savings Pl. reports 160 participants - about 11% of that state average ($13M EOY assets).
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 050252708 |
| Plan Effective Date | 1990-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Preservation Society of Newport County)
| 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
- Care New England 403(b) Match & Savings Plan $427M · 7,302
- Textron Retirement Account Plan Trust $291M · 10,515
- Brown Physicians, Inc. 401(a) Plan $237M · 949
- International Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan $153M · 1,039
- Iuoe Local 57 Annuity Plan $120M · 871
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Pres. Soc. of Newport Cty. Ret. Savings Pl. by total assets, not by location.
- Care Dimensions, Inc. Retirement Plan (MA) $13M · 535
- Germantown Trust & Savings Bank Profit Sharing Pla (IL) $13M · 33
- Defined Contribution Plan of the Mid-Jersey Trucking Industry and Teamsters Local 701 Pension and Annuity Fund (NJ) $13M · 262
- New Hope Community, Inc. Retirement Plan (NY) $13M · 469
Frequently Asked Questions
How did The Pres. Soc. of Newport Cty. Ret. Savings Pl. assets move in 2022? ▼
How have The Preservation Society of Newport County plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to The Pres. Soc. of Newport Cty. Ret. Savings Pl.? ▼
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Filing takeaways
Ways to act on The Pres. Soc. of Newport Cty. Ret. Savings Pl.'s numbers.
- By total assets, The Pres. Soc. of Newport Cty. Ret. Savings Pl. ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Rhode Island. Compare plans
- The Preservation Society of Newport County's sponsor-wide assets have grown 15.8% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans