401(k) · DOL Form 5500 · 2022

New Venture Fund 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
674
Participants Below avg headcount
85th
Percentile by assets National rank
$53,752
Avg per participant Low balance/head
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Official DOL plan name: New Venture Fund 401(k) Profit Sharing Plan · Sponsored by New Venture Fund · District of Columbia · Other Services

$36M in assets, 674 participants

New Venture Fund's New Venture Fund 401(k) Profit Sharing Plan reported $36M in total assets and 674 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,803 in Other Services (8,398 peers)

Coverage in District of Columbia

New Venture Fund 401(k) Profit Sharing Plan covers 674 participants in District of Columbia, about 46% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $36M.

#7,803
in Other Services (8,398 peers)
+2.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

New Venture Fund 401(k) Profit Sharing Plan's outsized position by total assets

New Venture Fund 401(k) Profit Sharing Plan vs every filed plan by assets

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

$36,228,679 Top 15% higher than 85% 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

New Venture Fund 401(k) Profit Sharing 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 Venture Fund 401(k) Profit Sharing Plan sits mid-pack in the medium band (674 participants).

DOL schedule card

Filing strip 205806345 · New Venture Fund PY 2022 · 401(k)

New Venture Fund 401(k) Profit Sharing Plan · $36M · 674 · 85th

  • TYPE $36M
  • TYPE 674
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank
  • TYPE ind #7803

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 Other Services retirement plans → · Plans in District of Columbia →

New Venture Fund 401(k) Profit Sharing Plan in the asset neighbourhood

New Venture Fund 401(k) Profit Sharing PlanNew Venture Fund 401(k) Prof…$36MThe Enhanced Capital Accumulation Plan for the Employees of the Fidelity BankThe Enhanced Capital Accumul…$36MZara USA & Related Companies 401(k) PlanZara USA & Related Companies…$36MW.R. Meadows, Inc. Employees' Profit Sharing and 401(k) Plan and TrustW.R. Meadows, Inc. Employees…$36MWorld Travel, Inc. 401(k) PlanWorld Travel, Inc. 401(k) Pl…$36M
End-of-year total assets ($M) among New Venture Fund 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$36M
Net Income$1M
Employer EIN205806345
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Venture Fund)

Sponsor-wide plan assets over time

All New Venture Fund plans reported in each filing year

Latest sponsor-wide plan assets
$58M 59.95243988885159% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $36.2M $58M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 674 $36M
2023 1 712 $48M
2024 1 685 $58M

Nearby 401(k) Plans in District of Columbia

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

New Venture Fund 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants New Venture Fund 401(k) Profit Sharing Plan, Total assets ($B): 0.036228679 · Participants: 674New Venture Fund 401(k) Profit Sharing PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
New Venture Fund 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare New Venture Fund 401(k) Profit Sharing Plan side-by-side with 3 peers →

New Venture Fund 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank in NC ($36M); by covered participants it is Edwards Lifesciences Technology Sarl Retirement Savings Plan in PR (674 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (674 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 New Venture Fund 401(k) Profit Sharing Plan assets move in 2022? ▼
New Venture Fund 401(k) Profit Sharing Plan edged up modestly - up 2.9% during 2022, from $35M to $36M. Reported net income was $1M.
How have New Venture Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Venture Fund's sponsor-wide assets grew 60.0%, from $36M to $58M.
Where does New Venture Fund 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
New Venture Fund 401(k) Profit Sharing Plan ranks in the 85th 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 New Venture Fund 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Enhanced Capital Accumulation Plan for the Employees of the Fidelity Bank in NC ($36M, 457 participants).
Which 401(k) plans cover a similar participant headcount to New Venture Fund 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Edwards Lifesciences Technology Sarl Retirement Savings Plan in PR (674 participants, $40M 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 205806345.

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.