Defined Benefit (Pension) · DOL Form 5500 · 2022

Newbury Corporation Pension Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
128
Participants Small participant base
92nd
Percentile by assets National rank
$650,223
Avg per participant High balance/head
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Official DOL plan name: Newbury Corporation Pension Plan · Sponsored by Newbury Corporation · Massachusetts · Finance & Insurance

$83M in assets, 128 participants

Newbury Corporation's Newbury Corporation Pension Plan reported $83M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,028 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Newbury Corporation Pension Plan covers 128 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $83M.

#8,028
in Finance & Insurance (9,261 peers)
-14.8%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Newbury Corporation Pension Plan's outsized position by total assets

Newbury Corporation Pension Plan vs every filed plan by assets

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

$83,228,527 Top 8% higher than 92% 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

Newbury Corporation Pension 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. Newbury Corporation Pension Plan sits mid-pack in the medium band (128 participants).

Plan-year Form 5500 strip

Filing strip 042426613 · Newbury Corporation PY 2022 · Defined Benefit (Pension)

Newbury Corporation Pension Plan · $83M · 128 · 92nd

  • PART $83M
  • TYPE 128
  • NET 92nd
  • BOOK Defined Benefit (Pension)
  • VS-ST near Carroll Hospital Center, Inc. Retirement Income Plan
  • BOY ind #8028

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Newbury Corporation Pension Plan in the asset neighbourhood

Retirement Plan for Employees of South Jersey Industries, Inc.Retirement Plan for Employee…$83MNewbury Corporation Pension PlanNewbury Corporation Pension …$83MCarroll Hospital Center, Inc. Retirement Income PlanCarroll Hospital Center, Inc…$83MThe Defined Retirement Plan of Usmx/Nysa/CccscThe Defined Retirement Plan …$83MPlumbers and Steamfitters Local 102 Pension PlanPlumbers and Steamfitters Lo…$83M
End-of-year total assets ($M) among Newbury Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$83M
Net Income-$14M
Employer EIN042426613
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newbury Corporation)

Sponsor-wide plan assets over time

All Newbury Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$132M 0.4409055702974397% vs 2022
2024 filing year
$131M$132M$133M$134M 202220232024 $132M $132M ▼ -0.4%
Year Plans Participants Total Assets
2022 2 272 $132M
2023 2 267 $134M
2024 2 271 $132M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Newbury Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Newbury Corporation Pension Plan, Total assets ($B): 0.083228527 · Participants: 128Newbury Corporation Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Newbury Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Newbury Corporation Pension Plan side-by-side with 3 peers →

Newbury Corporation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Carroll Hospital Center, Inc. Retirement Income Plan in MD ($83M); by covered participants it is Neuroscience Group of Northeast Wisconsin, S.C. Cash Balance Plan in WI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Newbury Corporation Pension Plan assets move in 2022? ▼
Newbury Corporation Pension Plan pulled back noticeably - down 14.8% during 2022, from $98M to $83M. Reported net income was -$14M.
How have Newbury Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newbury Corporation's sponsor-wide assets declined 0.4%, from $132M to $132M.
Where does Newbury Corporation Pension Plan rank by assets among Form 5500 filers? ▼
Newbury Corporation Pension Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Newbury Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carroll Hospital Center, Inc. Retirement Income Plan in MD ($83M, 299 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Newbury Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Neuroscience Group of Northeast Wisconsin, S.C. Cash Balance Plan in WI (128 participants, $13M 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 042426613.

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.