401(k) · DOL Form 5500 · 2022
New Balance Athletic Shoe, Inc. 401(k) Plan
Data updated 2026-08-11
- $349M
- Total assets
- 3,012
- Participants
- 97th
- Percentile by assets
- $115,966
- Avg per participant
Official DOL plan name: New Balance Athletics Employee Savings and Security Plan · Sponsored by New Balance Athletic Shoe, Inc. · Massachusetts · Manufacturing
$349M in assets, 3,012 participants
New Balance Athletic Shoe, Inc.'s New Balance Athletics Employee Savings and Security Plan reported $349M in total assets and 3,012 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #19,641 in Manufacturing (20,602 peers)
Coverage in Massachusetts
New Balance Athletics Employee Savings and Security Plan covers 3,012 participants in Massachusetts, 4.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $349M.
- $349M
- total plan assets (2022 EOY)
- 3,012
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $115,966
- avg assets per participant
The plan reported a net loss of $61M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. New Balance Athletics Employee Savings and Security Plan reports 3,012 participants - 4.6x that state average ($349M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $410M |
|---|---|
| Net Assets (End of Year) | $349M |
| Net Income | -$61M |
| Employer EIN | 042460172 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Balance Athletic Shoe, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,012 | $349M |
| 2023 | 1 | 3,685 | $424M |
| 2024 | 1 | 4,303 | $493M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
New Balance Athletics Employee Savings and Security Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $23.0B · 52,036
- Liberty Mutual 401(k) Plan $8.8B · 32,843
- Massachusetts Institute of Technology Supplemental 401(k) Plan $5.8B · 13,690
- Philips North America 401(k) Plan $5.2B · 19,750
- Boston Scientific Corporation 401(k) Retirement Savings Plan $4.9B · 18,359
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to New Balance Athletics Employee Savings and Security Plan by total assets, not by location.
- Enersys Delaware Inc. 401(k) Plan (PA) $349M · 4,734
- Fanuc America Corporation Savings Plan (MI) $349M · 1,179
- Sterling National Bank 401(k) and Profit Sharing Plan (NY) $349M · 1,461
- Kingston Retirement Savings Plan (CA) $350M · 621
Frequently Asked Questions
How did New Balance Athletics Employee Savings and Security Plan assets move in 2022? ▼
How have New Balance Athletic Shoe, Inc. plan assets changed over time? ▼
Where does New Balance Athletics Employee Savings and Security Plan rank by assets among Form 5500 filers? ▼
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Next read for New Balance Athletics Employee Savings a…
Filing takeaways
Ways to act on New Balance Athletics Employee Savings and Security Plan's numbers.
- By total assets, New Balance Athletics Employee Savings and Security Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- New Balance Athletic Shoe, Inc.'s sponsor-wide assets have grown 41.1% since 2022 across 3 plan years on file. More Manufacturing plans