401(k) · DOL Form 5500 · 2022

New Chapter, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
175
Participants Small participant base
71st
Percentile by assets National rank
$80,695
Avg per participant Below avg balance/head
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Official DOL plan name: New Chapter, Inc. 401(k) Plan · Sponsored by New Chapter, Inc. · Vermont · Wholesale Trade

$14M in assets, 175 participants

New Chapter, Inc.'s New Chapter, Inc. 401(k) Plan reported $14M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,571 in Wholesale Trade (6,843 peers)

New Chapter, Inc. multi-year trail

New Chapter, Inc.'s plans moved +37.8% in assets from 2022 to 2024; this filing shows New Chapter, Inc. 401(k) Plan at $14M / 175 participants.

#4,571
in Wholesale Trade (6,843 peers)
-10.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New Chapter, Inc. 401(k) Plan's outsized position by total assets

New Chapter, Inc. 401(k) Plan vs every filed plan by assets

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

$14,121,622 Top 29% higher than 71% 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

New Chapter, Inc. 401(k) 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. New Chapter, Inc. 401(k) Plan sits mid-pack in the medium band (175 participants).

DOL schedule card

Filing strip 030301418 · New Chapter, Inc. PY 2022 · 401(k)

New Chapter, Inc. 401(k) Plan · $14M · 175 · 71st

  • ASSETS $14M
  • PCT 175
  • EIN 71st
  • RANK 401(k)
  • PHOTO near Payless Markets, Inc. 401(k) Retirement Savings Plan
  • IND ind #4571

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 Wholesale Trade retirement plans → · Plans in Vermont →

New Chapter, Inc. 401(k) Plan in the asset neighbourhood

New Chapter, Inc. 401(k) Plan$14MPayless Markets, Inc. 401(k) Retirement Savings PlanPayless Markets, Inc. 401(k)…$14MBrit Insurance Services USA , Inc. 401(k) Retirement PlanBrit Insurance Services USA …$14MFlatley Company 401(k) Profit Sharing PlanFlatley Company 401(k) Profi…$14MGateway Rehabilitation Center 401(k) Profit Sharing PlanGateway Rehabilitation Cente…$14M
End-of-year total assets ($M) among New Chapter, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Chapter, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All New Chapter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 37.829209704097735% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $19.5M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 175 $14M
2023 1 170 $17M
2024 1 182 $19M

New Chapter, Inc. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN030301418
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

New Chapter, Inc. 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.52 Total assets ($B) Participants New Chapter, Inc. 401(k) Plan, Total assets ($B): 0.014121622 · Participants: 175New Chapter, Inc. 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.648944074 · Participants: 8856The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.259900906 · Participants: 1153National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.196446196 · Participants: 512Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.131415774 · Participants: 515Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.114229826 · Participants: 380Incentive Retirement Plan for Employees of PC Construction Company
New Chapter, Inc. 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare New Chapter, Inc. 401(k) Plan side-by-side with 3 peers →

New Chapter, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Payless Markets, Inc. 401(k) Retirement Savings Plan in GU ($14M); by covered participants it is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 New Chapter, Inc. 401(k) Plan assets move in 2022? ▼
New Chapter, Inc. 401(k) Plan pulled back noticeably - down 10.6% during 2022, from $16M to $14M. Reported net income was -$2M.
How have New Chapter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Chapter, Inc.'s sponsor-wide assets grew 37.8%, from $14M to $19M.
Which 401(k) plans are similar in size to New Chapter, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Payless Markets, Inc. 401(k) Retirement Savings Plan in GU ($14M, 742 participants).
Which 401(k) plans cover a similar participant headcount to New Chapter, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gudenkauf Corporation 401(k) Profit Sharing Plan in OH (175 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 030301418.

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.