Other · DOL Form 5500 · 2022
Halley Newland Retirement Plan
Data updated 2026-08-25
- $166K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $83,035
- Avg per participant Below avg balance/head
Official DOL plan name: Self-Employed Persons Retirement Plan of Halley Newland · Sponsored by Halley Newland · Ohio · Construction
$166K in assets, 2 participants
Halley Newland's Self-Employed Persons Retirement Plan of Halley Newland reported $166K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #771 in Construction (9,927 peers)
2022 asset change
Self-Employed Persons Retirement Plan of Halley Newland contracted severely 71.2% in 2022 ($576K → $166K) for 2 participants.
- #771
- in Construction (9,927 peers)
- -71.2%
- assets change YoY
The plan reported a net loss of $410K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Self-Employed Persons Retirement Plan of Halley Newland among the smaller filed plans by assets
Self-Employed Persons Retirement Plan of Halley Newland vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$166,070 9th percentile higher than 9% 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
Self-Employed Persons Retirement Plan of Halley Newland among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Self-Employed Persons Retirement Plan of Halley Newland is a micro filing (2 participants), the leftmost band.
DOL schedule card
Filing strip 340861578 · Halley Newland PY 2022 · Other
Self-Employed Persons Retirement Plan of Halley Newland · $166K · 2 · 9th
- ASSETS $166K
- PCT 2
- EIN 9th
- RANK Other
- PHOTO near Northeastern Fine Jewelry, Inc. Pension Profit Sharing Plan
- IND ind #771
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 Construction retirement plans → · Plans in Ohio →
Self-Employed Persons Retirement Plan of Halley Newland in the asset neighbourhood
Halley Newland years around the 2022 move
Sponsor-wide plan assets over time
All Halley Newland plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $166K |
| 2023 | 1 | 1 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $576K |
|---|---|
| Net Assets (End of Year) | $166K |
| Net Income | -$410K |
| Employer EIN | 340861578 |
| Plan Effective Date | 1976-10-06 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
Self-Employed Persons Retirement Plan of Halley Newland's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Northeastern Fine Jewelry, Inc. Pension Profit Sharing Plan in NY ($165K); by covered participants it is Clausman & Associates Profit Sharing Plan in IN (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($166K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.