401(k) · DOL Form 5500 · 2022

Newrez, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
N/A
Participants Small participant base
52nd
Percentile by assets National rank
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Official DOL plan name: The Newrez Family of Companies 401(k) Plan · Sponsored by Newrez, LLC · Pennsylvania · Finance & Insurance

$5M in assets, N/A participants

Newrez, LLC's The Newrez Family of Companies 401(k) Plan reported $5M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,381 in Finance & Insurance (9,261 peers)

2022 asset change

The Newrez Family of Companies 401(k) Plan contracted severely 96.9% in 2022 ($173M → $5M) for N/A participants.

#3,381
in Finance & Insurance (9,261 peers)
-96.9%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Newrez Family of Companies 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

The Newrez Family of Companies 401(k) Plan vs every filed plan by assets

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

$5,399,902 Top 48% higher than 52% 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

Filed plans by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 371542226 · Newrez, LLC PY 2022 · 401(k)

The Newrez Family of Companies 401(k) Plan · $5M · N/A · 52nd

  • PCT $5M
  • PCT N/A
  • PCT 52nd
  • PCT 401(k)
  • PCT near Mce Corporation 401(k) Plan
  • PCT ind #3381

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 Finance & Insurance retirement plans → · Plans in Pennsylvania →

The Newrez Family of Companies 401(k) Plan in the asset neighbourhood

The Newrez Family of Companies 401(k) PlanThe Newrez Family of Compani…$5MMce Corporation 401(k) Plan$5MGold Country, Inc. 401(k) PlanGold Country, Inc. 401(k) Pl…$5MLeasequery 401(k) Plan$5M403(b) Thrift Plan for the Springfield Urban League, Inc.403(b) Thrift Plan for the S…$5M
End-of-year total assets ($M) among The Newrez Family of Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Newrez, LLC years around the 2022 move

Sponsor-wide plan assets over time

All Newrez, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$2M$4M$6M 20222023 $5.4M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 N/A $5M
2023 1 N/A N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$173M
Net Assets (End of Year)$5M
Net Income-$4M
Employer EIN371542226
Plan Effective Date2009-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

The Newrez Family of Companies 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants The Newrez Family of Companies 401(k) Plan, Total assets ($B): 0.005399902 · Participants: 0The Newrez Family of Companies 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
The Newrez Family of Companies 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

The Newrez Family of Companies 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Pennsylvania, the nearest 401(k) by end-of-year assets is Mce Corporation 401(k) Plan in CA at $5M (this filing: $5M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

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 The Newrez Family of Companies 401(k) Plan assets move in 2022?
The Newrez Family of Companies 401(k) Plan contracted severely - down 96.9% during 2022, from $173M to $5M. Reported net income was -$4M.
Which 401(k) plans are similar in size to The Newrez Family of Companies 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mce Corporation 401(k) Plan in CA ($5M, 146 participants).