401(k) · DOL Form 5500 · 2022

Newmeyer & Dillion, LLP 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
80
Participants Small participant base
84th
Percentile by assets National rank
$431,290
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newmeyer & Dillion Employee 401(k) Savings Plan · Sponsored by Newmeyer & Dillion, LLP · California · Professional & Technical Services

$35M in assets, 80 participants

Newmeyer & Dillion, LLP's Newmeyer & Dillion Employee 401(k) Savings Plan reported $35M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,365 in Professional & Technical Services (21,562 peers)

Where Newmeyer & Dillion Employee 401(k) Savings Plan sits by assets

Newmeyer & Dillion Employee 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $35M for 80 participants (~$431,290/participant), down 13.9% in 2022.

#18,365
in Professional & Technical Services (21,562 peers)
-13.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Newmeyer & Dillion Employee 401(k) Savings Plan's outsized position by total assets

Newmeyer & Dillion Employee 401(k) Savings Plan vs every filed plan by assets

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

$34,503,232 Top 16% higher than 84% 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

Newmeyer & Dillion Employee 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newmeyer & Dillion Employee 401(k) Savings Plan is a small filing (80 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 330051418 · Newmeyer & Dillion, LLP PY 2022 · 401(k)

Newmeyer & Dillion Employee 401(k) Savings Plan · $35M · 80 · 84th

  • EBSA $35M
  • PART 80
  • TYPE 84th
  • NET 401(k)
  • BOOK near Care Solutions 401(k) Plan
  • VS-ST ind #18365

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 Professional & Technical Services retirement plans → · Plans in California →

Newmeyer & Dillion Employee 401(k) Savings Plan in the asset neighbourhood

Brighton Health Plan Solutions, LLC 401(k) Retirement PlanBrighton Health Plan Solutio…$35MNewmeyer & Dillion Employee 401(k) Savings PlanNewmeyer & Dillion Employee …$35MCare Solutions 401(k) Plan$35MThe Matcor - Matsu Retirement Savings PlanThe Matcor - Matsu Retiremen…$34MAptima, Inc. Sh 401(k) Profit Sharing PlanAptima, Inc. Sh 401(k) Profi…$34M
End-of-year total assets ($M) among Newmeyer & Dillion Employee 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$35M
Net Income-$6M
Employer EIN330051418
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newmeyer & Dillion, LLP)

Sponsor-wide plan assets over time

All Newmeyer & Dillion, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$44M 26.12527429314448% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.5M $43.5M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 80 $35M
2023 1 99 $40M
2024 1 102 $44M

Nearby 401(k) Plans in California

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

Newmeyer & Dillion Employee 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Newmeyer & Dillion Employee 401(k) Savings Plan, Total assets ($B): 0.034503232 · Participants: 80Newmeyer & Dillion Employee 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Newmeyer & Dillion Employee 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Newmeyer & Dillion Employee 401(k) Savings Plan side-by-side with 3 peers →

Newmeyer & Dillion Employee 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Care Solutions 401(k) Plan in NJ ($35M); by covered participants it is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Newmeyer & Dillion Employee 401(k) Savings Plan assets move in 2022? ▼
Newmeyer & Dillion Employee 401(k) Savings Plan pulled back noticeably - down 13.9% during 2022, from $40M to $35M. Reported net income was -$6M.
How have Newmeyer & Dillion, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newmeyer & Dillion, LLP's sponsor-wide assets grew 26.1%, from $35M to $44M.
Where does Newmeyer & Dillion Employee 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Newmeyer & Dillion Employee 401(k) Savings Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Newmeyer & Dillion Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Care Solutions 401(k) Plan in NJ ($35M, 1,383 participants).
Which 401(k) plans cover a similar participant headcount to Newmeyer & Dillion Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants, N/A 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 330051418.

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.