Money Purchase · DOL Form 5500 · 2022

Newton Clinic, P.C. Money Purchase Plan

Data updated 2026-08-11

$5M
Total assets
49
Participants
50th
Percentile by assets
$98,604
Avg per participant
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Official DOL plan name: Newton Clinic, P.C. Money Purchase Pension Plan · Sponsored by Newton Clinic, P.C. · Iowa · Healthcare & Social Assistance

$5M in assets, 49 participants

Newton Clinic, P.C.'s Newton Clinic, P.C. Money Purchase Pension Plan reported $5M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • 50th percentile by assets (of 139,126 plans)
  • #11,117 in Healthcare & Social Assistance (20,060 peers)

Newton Clinic, P.C. multi-year trail

Newton Clinic, P.C.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows Newton Clinic, P.C. Money Purchase Pension Plan at $5M / 49 participants.

$5M
total plan assets (2022 EOY)
49
covered participants
50th
percentile by assets (of 139,126 plans)
$98,604
avg assets per participant

The plan reported a net loss of $56K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Newton Clinic, P.C. across 3 plan years on file

Across the 3 plan years Newton Clinic, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $18M to $23M, a gain of 25.6%, while reported participants moved from 98 to 86 (-12.2%). Peak year by sponsor assets: 2023 ($24M); trough: 2022 ($18M).

Newton Clinic, P.C. multi-year asset trail

$16M$18M$20M$22M$24M$26M 202220232024 $18.3M $23M ▲ +25.6%
Total plan assets by year, all Newton Clinic, P.C. plans on file
Year Plans Participants Total Assets
2022 2 98 $18M
2023 2 84 $24M
2024 2 86 $23M

Newton Clinic, P.C. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$56K
Employer EIN421131083
Plan Effective Date1995-11-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Iowa

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Newton Clinic, P.C. Money Purchase Pension Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants

Newton Clinic, P.C. Money Purchase Pension Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants Scatter plot of 6 data points. 02004006008001000 0204060 Total assets ($M) Participants Newton Clinic, P.C. …Iowa Builders Retire…IBEW Local 13 Retire…Iron Workers Local N…Morningside Universi…Grand View Universit…
Newton Clinic, P.C. Money Purchase Pension Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Newton Clinic, P.C. Money Purchase Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Newton Clinic, P.C. Money Purchase Pension Plan assets move in 2022?
Newton Clinic, P.C. Money Purchase Pension Plan edged down modestly - down 1.1% during 2022, from $5M to $5M. Reported net income was -$56K.
How have Newton Clinic, P.C. plan assets changed over time?
Across 3 plan years on file (2022-2024), Newton Clinic, P.C.'s sponsor-wide assets grew 25.6%, from $18M to $23M.
Which Money Purchase plans are similar in size to Newton Clinic, P.C. Money Purchase Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Wilkins Investment Cousel, Inc. Profit Sharing Pla in MA ($5M, 12 participants).

Next read for Newton Clinic, P.C. Money Purchase Pensi…

Multi-year trail

Ways to act on Newton Clinic, P.C. Money Purchase Pension Plan's numbers.