401(k) · DOL Form 5500 · 2022

Newstat, PLLC 401(k) Plan

Data updated 2026-08-25

$59M
Total assets Below avg plan size
169
Participants Small participant base
89th
Percentile by assets National rank
$351,978
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Statcare 401(k) & Profit Sharing Plan · Sponsored by Newstat, PLLC · Tennessee · Healthcare & Social Assistance

$59M in assets, 169 participants

Newstat, PLLC's Statcare 401(k) & Profit Sharing Plan reported $59M in total assets and 169 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,245 in Healthcare & Social Assistance (20,060 peers)

Coverage in Tennessee

Statcare 401(k) & Profit Sharing Plan covers 169 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $59M.

#18,245
in Healthcare & Social Assistance (20,060 peers)
-11.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Statcare 401(k) & Profit Sharing Plan's outsized position by total assets

Statcare 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$59,484,339 Top 11% higher than 89% 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

Statcare 401(k) & Profit Sharing 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. Statcare 401(k) & Profit Sharing Plan sits mid-pack in the medium band (169 participants).

Form 5500 schedule snapshot

Filing strip 814704105 · Newstat, PLLC PY 2022 · 401(k)

Statcare 401(k) & Profit Sharing Plan · $59M · 169 · 89th

  • BOOK $59M
  • VS-ST 169
  • BOY 89th
  • SCH 401(k)
  • EBSA near Mib Group Holdings Inc. 401(k) Retirement Savings Plan
  • PART ind #18245

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

Statcare 401(k) & Profit Sharing Plan in the asset neighbourhood

Retirement Savings Plan of Boardman & Clark LLPRetirement Savings Plan of B…$60MStatcare 401(k) & Profit Sharing PlanStatcare 401(k) & Profit Sha…$59MMib Group Holdings Inc. 401(k) Retirement Savings PlanMib Group Holdings Inc. 401(…$59MThe Reynolds Company Employees' Retirement PlanThe Reynolds Company Employe…$59MSummit Utilities, Inc. 401(k) PlanSummit Utilities, Inc. 401(k…$59M
End-of-year total assets ($M) among Statcare 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$59M
Net Income-$8M
Employer EIN814704105
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newstat, PLLC)

Sponsor-wide plan assets over time

All Newstat, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$82M 37.4977319660558% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.5M $81.8M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 169 $59M
2023 1 185 $70M
2024 1 193 $82M

Nearby 401(k) Plans in Tennessee

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

Statcare 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Statcare 401(k) & Profit Sharing Plan, Total assets ($B): 0.059484339 · Participants: 169Statcare 401(k) & Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Statcare 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Statcare 401(k) & Profit Sharing Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Mib Group Holdings Inc. 401(k) Retirement Savings Plan in MA ($59M); by covered participants it is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Statcare 401(k) & Profit Sharing Plan assets move in 2022? ▼
Statcare 401(k) & Profit Sharing Plan pulled back noticeably - down 11.5% during 2022, from $67M to $59M. Reported net income was -$8M.
How have Newstat, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newstat, PLLC's sponsor-wide assets grew 37.5%, from $59M to $82M.
Where does Statcare 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Statcare 401(k) & Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Statcare 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mib Group Holdings Inc. 401(k) Retirement Savings Plan in MA ($59M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Statcare 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nye Automotive Group, Inc. 401(k) Plan in NY (169 participants, N/A 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 814704105.

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.