401(k) · DOL Form 5500 · 2022

New Leaders, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
137
Participants Small participant base
69th
Percentile by assets National rank
$88,222
Avg per participant Below avg balance/head
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Official DOL plan name: New Leaders 401(k) Profit Sharing Plan & Trust · Sponsored by New Leaders, Inc. · New York · Educational Services

$12M in assets, 137 participants

New Leaders, Inc.'s New Leaders 401(k) Profit Sharing Plan & Trust reported $12M in total assets and 137 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #2,048 in Educational Services (4,024 peers)

Coverage in New York

New Leaders 401(k) Profit Sharing Plan & Trust covers 137 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $12M.

#2,048
in Educational Services (4,024 peers)
-11.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New Leaders 401(k) Profit Sharing Plan & Trust's outsized position by total assets

New Leaders 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$12,086,406 Top 31% higher than 69% 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 Leaders 401(k) Profit Sharing Plan & Trust 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 Leaders 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (137 participants).

EBSA filing schedule strip

Filing strip 043519203 · New Leaders, Inc. PY 2022 · 401(k)

New Leaders 401(k) Profit Sharing Plan & Trust · $12M · 137 · 69th

  • 5500 $12M
  • 5500 137
  • 5500 69th
  • 5500 401(k)
  • 5500 near Townley Engineering and Manufacturing Company, Inc. 401(k) Plan
  • 5500 ind #2048

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 Educational Services retirement plans → · Plans in New York →

New Leaders 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

New Leaders 401(k) Profit Sharing Plan & TrustNew Leaders 401(k) Profit Sh…$12MTownley Engineering and Manufacturing Company, Inc. 401(k) PlanTownley Engineering and Manu…$12MCapital City Club 401(k) Plan$12MKoniver Stern Group, Inc. 401(k) Plan and TrustKoniver Stern Group, Inc. 40…$12MBtas, Inc. 401(k) Profit Sharing PlanBtas, Inc. 401(k) Profit Sha…$12M
End-of-year total assets ($M) among New Leaders 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN043519203
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Leaders, Inc.)

Sponsor-wide plan assets over time

All New Leaders, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 22.97565545953032% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 20222024 $12.1M $14.9M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 137 $12M
2024 1 124 $15M

Nearby 401(k) Plans in New York

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

New Leaders 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants New Leaders 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.012086406 · Participants: 137New Leaders 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
New Leaders 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants

New Leaders 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Townley Engineering and Manufacturing Company, Inc. 401(k) Plan in FL ($12M); by covered participants it is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Leaders 401(k) Profit Sharing Plan & Trust assets move in 2022?
New Leaders 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 11.8% during 2022, from $14M to $12M. Reported net income was -$2M.
How have New Leaders, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2024), New Leaders, Inc.'s sponsor-wide assets grew 23.0%, from $12M to $15M.
Which 401(k) plans are similar in size to New Leaders 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Townley Engineering and Manufacturing Company, Inc. 401(k) Plan in FL ($12M, 283 participants).
Which 401(k) plans cover a similar participant headcount to New Leaders 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is C. H. Briggs Company Employees' Salary Reduction Savings Plan in PA (137 participants, $12M in assets).