401(k) · DOL Form 5500 · 2022
Salisbury House, LLC 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 1,488
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $21,015
- Avg per participant Low balance/head
Official DOL plan name: New Story Retirement Plan · Sponsored by Salisbury House, LLC · Maryland · Educational Services
$31M in assets, 1,488 participants
Salisbury House, LLC's New Story Retirement Plan reported $31M in total assets and 1,488 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #2,795 in Educational Services (4,024 peers)
Where New Story Retirement Plan sits by assets
New Story Retirement Plan sits in the top quartile of all filed plans by assets, $31M for 1,488 participants (~$21,015/participant), down 9.7% in 2022.
- #2,795
- in Educational Services (4,024 peers)
- -9.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New Story Retirement Plan's outsized position by total assets
New Story Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,270,720 Top 17% higher than 83% 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
New Story Retirement 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 Story Retirement Plan lands in the large band (1,488 participants).
DOL schedule card
Filing strip 522085789 · Salisbury House, LLC PY 2022 · 401(k)
New Story Retirement Plan · $31M · 1,488 · 83rd
- TYPE $31M
- TYPE 1,488
- TYPE 83rd
- TYPE 401(k)
- TYPE near Sperber Landscape Companies and Subsidiaries 401(k) Plan
- TYPE ind #2795
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 Maryland →
New Story Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$3M |
| Employer EIN | 522085789 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Salisbury House, LLC)
Sponsor-wide plan assets over time
All Salisbury House, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 101.00667973107112% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,488 | $31M |
| 2023 | 1 | 1,976 | $45M |
| 2024 | 1 | 2,742 | $63M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
New Story Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Sperber Landscape Companies and Subsidiaries 401(k) Plan in CA ($31M); by covered participants it is Manati Medical Center Retirement Plan in PR (1,488 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,488 participants); asset peers above are excluded.
- Manati Medical Center Retirement Plan (PR) 1,488 · 0 off
- American Campus Communities Services, Inc. 401(k) Plan (TX) 1,488 · 0 off
- Firmenich Retirement Savings Plan (NJ) 1,488 · 0 off
- Keystone Peer Review Organization, Inc. 401(k) Capital Accumulation Plan (PA) 1,488 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.