Money Purchase · DOL Form 5500 · 2022

Newton Clinic, P.C. Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
49
Participants Small participant base
50th
Percentile by assets National rank
$98,604
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#11,117
in Healthcare & Social Assistance (20,060 peers)
-1.1%
assets change YoY

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. Money Purchase Pension Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Newton Clinic, P.C. Money Purchase Pension Plan vs every filed plan by assets

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

$4,831,615 Top 50% higher than 50% 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

Newton Clinic, P.C. Money Purchase Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newton Clinic, P.C. Money Purchase Pension Plan is a small filing (49 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 421131083 · Newton Clinic, P.C. PY 2022 · Money Purchase

Newton Clinic, P.C. Money Purchase Pension Plan · $5M · 49 · 50th

  • BOY $5M
  • SCH 49
  • EBSA 50th
  • PART Money Purchase
  • TYPE near Wilkins Investment Cousel, Inc. Profit Sharing Pla
  • NET ind #11117

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 Iowa →

Newton Clinic, P.C. Money Purchase Pension Plan in the asset neighbourhood

Irish Davis-Bacon Pension Plan and TrustIrish Davis-Bacon Pension Pl…$5MNewton Clinic, P.C. Money Purchase Pension PlanNewton Clinic, P.C. Money Pu…$5MWilkins Investment Cousel, Inc. Profit Sharing PlaWilkins Investment Cousel, I…$5MSan Diego & Imperial Counties Butchers and Food Employers Pension Trust FundSan Diego & Imperial Countie…$5MSanta Fe Institute Money Purchase PlanSanta Fe Institute Money Pur…$5M
End-of-year total assets ($M) among Newton Clinic, P.C. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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

Sponsor-wide plan assets over time

All Newton Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 25.621351355679412% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.3M $23M ▲ +25.6%
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 Scatter plot of 6 data points. 02004006008001000 0204060 Total assets ($M) Participants Newton Clinic, P.C. Money Purchase Pension Plan, Total assets ($M): 4.831615 · Participants: 49Newton Clinic, P.C. Money Purchase Pension PlanIowa Builders Retirement Plan, Total assets ($M): 56.877928 · Participants: 378Iowa Builders Retirement PlanIBEW Local 13 Retirement Plan, Total assets ($M): 47.694357 · Participants: 229IBEW Local 13 Retirement PlanIron Workers Local No. 67 Defined Contribution Fund, Total assets ($M): 31.849812 · Participants: 839Iron Workers Local No. 67 Defined Contribution FundMorningside University Defined Contribution Retire, Total assets ($M): 20.013989 · Participants: 206Morningside University Defined Contribution RetireGrand View University Employees' Money Purchase Plan, Total assets ($M): 16.009187 · Participants: 233Grand View University Employees' Money Purchase Plan
Newton Clinic, P.C. Money Purchase Pension Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants
Compare Newton Clinic, P.C. Money Purchase Pension Plan side-by-side with 3 peers →

Newton Clinic, P.C. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Iowa, the nearest Money Purchase by assets is Wilkins Investment Cousel, Inc. Profit Sharing Pla in MA ($5M); by covered participants it is The William H. Miner Agricultural Research Institute Pension Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 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).
Which Money Purchase plans cover a similar participant headcount to Newton Clinic, P.C. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The William H. Miner Agricultural Research Institute Pension Plan in NY (49 participants, $14M 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 421131083.

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.