Profit Sharing · DOL Form 5500 · 2022
Kathy Newman, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $645,519
- Avg per participant High balance/head
Official DOL plan name: Kathy Newman Inc Psp · Sponsored by Kathy Newman, Inc. · Colorado · Real Estate
$1M in assets, 2 participants
Kathy Newman, Inc.'s Kathy Newman Inc Psp reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 28th 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.
- #2,285 in Real Estate (5,057 peers)
2022 asset change
Kathy Newman Inc Psp pulled back noticeably 11.1% in 2022 ($1M → $1M) for 2 participants.
- #2,285
- in Real Estate (5,057 peers)
- -11.1%
- assets change YoY
The plan reported a net loss of $161K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Kathy Newman Inc Psp among the smaller filed plans by assets
Kathy Newman Inc Psp vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,291,037 28th percentile higher than 28% 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
Kathy Newman Inc Psp among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kathy Newman Inc Psp is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 841456705 · Kathy Newman, Inc. PY 2022 · Profit Sharing
Kathy Newman Inc Psp · $1M · 2 · 28th
- SCH $1M
- EBSA 2
- PART 28th
- TYPE Profit Sharing
- NET near Minute Man, Inc. Profit Sharing Plan
- BOOK ind #2285
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 Real Estate retirement plans → · Plans in Colorado →
Kathy Newman Inc Psp in the asset neighbourhood
Kathy Newman, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Kathy Newman, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 7.041393856256637% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $1M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$161K |
| Employer EIN | 841456705 |
| Plan Effective Date | 2005-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $38M · 642
- Amended & Restated Profit Sharing Plan of Midwest Pms $32M · 125
- Liberty Pr Mobility 401(k) Savings Plans $29M · 1,208
- Retirement Plan of Public Broadcasting of Colorado, Inc. $15M · 177
- Peterson Company Profit-Sharing Plan $12M · 31
Kathy Newman Inc Psp's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is Minute Man, Inc. Profit Sharing Plan in CA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.