401(k) · DOL Form 5500 · 2023

Newton Tree Capital Inc. 401(k) Plan

Data updated 2026-08-25

$476K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$158,577
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newton Tree Capital Inc. 401(k) Plan · Sponsored by Newton Tree Capital Inc. · Massachusetts · Management of Enterprises

$476K in assets, 3 participants

Newton Tree Capital Inc.'s Newton Tree Capital Inc. 401(k) Plan reported $476K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #108 in Management of Enterprises (1,137 peers)

What the 2023 filing shows

Newton Tree Capital Inc. 401(k) Plan holds $476K for 3 participants - about $158,577 per participant, among the smaller plans by assets on file.

#108
in Management of Enterprises (1,137 peers)
+0.0%
assets growth YoY

Newton Tree Capital Inc. 401(k) Plan among the smaller filed plans by assets

Newton Tree Capital Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$475,730 17th percentile higher than 17% of 127,068 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 2023

Newton Tree Capital Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newton Tree Capital Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newton Tree Capital Inc. 401(k) Plan reported participants rose from 1 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 832781636 · Newton Tree Capital Inc. PY 2023 · 401(k)

Newton Tree Capital Inc. 401(k) Plan · $476K · 3 · 17th

  • SCH $476K
  • SCH 3
  • SCH 17th
  • SCH 401(k)
  • SCH near Chappano Wood Pll 401(k) Profit Sharing Plan
  • SCH ind #108

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 Management of Enterprises retirement plans → · Plans in Massachusetts →

Newton Tree Capital Inc. 401(k) Plan in the asset neighbourhood

Newton Tree Capital Inc. 401(k) PlanNewton Tree Capital Inc. 401…$476KChappano Wood Pll 401(k) Profit Sharing PlanChappano Wood Pll 401(k) Pro…$476KZisk Enterprises Inc. 401(k) PlanZisk Enterprises Inc. 401(k)…$476KWebhero Inc 401(k) Profit Sharing Plan & TrustWebhero Inc 401(k) Profit Sh…$476KEco Irrigation and Landscaping, Inc. 401(k) PlanEco Irrigation and Landscapi…$476K
End-of-year total assets ($M) among Newton Tree Capital Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$476K
Net Assets (End of Year)$476K
Employer EIN832781636
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newton Tree Capital Inc.)

Sponsor-wide plan assets over time

All Newton Tree Capital Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$476K 0% vs 2022
2023 filing year
$0.48M 20222023 $0.48M $0.48M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $476K
2023 2 6 $476K

Nearby 401(k) Plans in Massachusetts

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

Newton Tree Capital Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Newton Tree Capital Inc. 401(k) Plan, Total assets ($B): 0.00047573 · Participants: 3Newton Tree Capital Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Newton Tree Capital Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Newton Tree Capital Inc. 401(k) Plan side-by-side with 3 peers →

Newton Tree Capital Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Chappano Wood Pll 401(k) Profit Sharing Plan in OH ($476K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Newton Tree Capital Inc. 401(k) Plan assets move in 2023? ▼
Newton Tree Capital Inc. 401(k) Plan held essentially flat - up 0.0% during 2023, from $476K to $476K.
How have Newton Tree Capital Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Newton Tree Capital Inc.'s sponsor-wide assets grew 0.0%, from $476K to $476K.
Where does Newton Tree Capital Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Newton Tree Capital Inc. 401(k) Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Newton Tree Capital Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chappano Wood Pll 401(k) Profit Sharing Plan in OH ($476K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Newton Tree Capital Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832781636.

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.