401(k) · DOL Form 5500 · 2022

New Balance Athletic Shoe, Inc. 401(k) Plan

Data updated 2026-08-25

$349M
Total assets Above avg plan size
3,012
Participants Above avg headcount
97th
Percentile by assets National rank
$115,966
Avg per participant Below avg balance/head
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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.

  • #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.

#19,641
in Manufacturing (20,602 peers)
-14.9%
assets change YoY
3.5×
vs typical plan assets (national mean)

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.

New Balance Athletics Employee Savings and Security Plan's outsized position by total assets

New Balance Athletics Employee Savings and Security Plan vs every filed plan by assets

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

$349,290,888 Top 3% higher than 97% 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 Balance Athletics Employee Savings and Security Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Balance Athletics Employee Savings and Security Plan lands in the large band (3,012 participants).

EBSA filing schedule strip

Filing strip 042460172 · New Balance Athletic Shoe, Inc. PY 2022 · 401(k)

New Balance Athletics Employee Savings and Security Plan · $349M · 3,012 · 97th

  • VS-ST $349M
  • VS-ST 3,012
  • VS-ST 97th
  • VS-ST 401(k)
  • VS-ST near Enersys Delaware Inc. 401(k) Plan
  • VS-ST ind #19641

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 Manufacturing retirement plans → · Plans in Massachusetts →

New Balance Athletics Employee Savings and Security Plan in the asset neighbourhood

Kingston Retirement Savings PlanKingston Retirement Savings …$350MNew Balance Athletics Employee Savings and Security PlanNew Balance Athletics Employ…$349MEnersys Delaware Inc. 401(k) PlanEnersys Delaware Inc. 401(k)…$349MFanuc America Corporation Savings PlanFanuc America Corporation Sa…$349MSterling National Bank 401(k) and Profit Sharing PlanSterling National Bank 401(k…$349M
End-of-year total assets ($M) among New Balance Athletics Employee Savings and Security Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$410M
Net Assets (End of Year)$349M
Net Income-$61M
Employer EIN042460172
Plan Effective Date1990-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Balance Athletic Shoe, Inc.)

Sponsor-wide plan assets over time

All New Balance Athletic Shoe, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$493M 41.09026714719223% vs 2022
2024 filing year
$300M$350M$400M$450M$500M$550M 202220232024 $349M $493M ▲ +41.1%
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 Scatter plot of 6 data points. 0200004000060000 -50510152025 Total assets ($B) Participants New Balance Athletics Employee Savings and Security Plan, Total assets ($B): 0.349290888 · Participants: 3012New Balance Athletics Employee Savings and Security PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
New Balance Athletics Employee Savings and Security Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare New Balance Athletics Employee Savings and Security Plan side-by-side with 3 peers →

New Balance Athletics Employee Savings and Security Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Enersys Delaware Inc. 401(k) Plan in PA ($349M); by covered participants it is American Furniture Warehouse 401(k) Plan in CO (3,011 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($349M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,012 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 Balance Athletics Employee Savings and Security Plan assets move in 2022? ▼
New Balance Athletics Employee Savings and Security Plan pulled back noticeably - down 14.9% during 2022, from $410M to $349M. Reported net income was -$61M.
How have New Balance Athletic Shoe, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Balance Athletic Shoe, Inc.'s sponsor-wide assets grew 41.1%, from $349M to $493M.
Where does New Balance Athletics Employee Savings and Security Plan rank by assets among Form 5500 filers? ▼
New Balance Athletics Employee Savings and Security Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to New Balance Athletics Employee Savings and Security Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enersys Delaware Inc. 401(k) Plan in PA ($349M, 4,734 participants).
Which 401(k) plans cover a similar participant headcount to New Balance Athletics Employee Savings and Security Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Furniture Warehouse 401(k) Plan in CO (3,011 participants, $70M 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 042460172.

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.