401(k) · DOL Form 5500 · 2022
Newbasis, LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $19,976
- Avg per participant Low balance/head
Official DOL plan name: Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan · Sponsored by Newbasis, LLC · California · Management of Enterprises
$2M in assets, 115 participants
Newbasis, LLC's Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan reported $2M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.
- #262 in Management of Enterprises (1,193 peers)
Coverage in California
Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $2M.
- #262
- in Management of Enterprises (1,193 peers)
- -14.9%
- assets change YoY
The plan reported a net loss of $402K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers
Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,297,194 36th percentile higher than 36% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Newbasis, LLC Savings and Retirement Plan and Trust 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. Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan sits mid-pack in the medium band (115 participants).
DOL schedule card
Filing strip 853626758 · Newbasis, LLC PY 2022 · 401(k)
Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan · $2M · 115 · 36th
- VS-ST $2M
- VS-ST 115
- VS-ST 36th
- VS-ST 401(k)
- VS-ST near Neomed Center Retirement Plan
- VS-ST ind #262
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 California →
Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$402K |
| Employer EIN | 853626758 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Newbasis, LLC)
Sponsor-wide plan assets over time
All Newbasis, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 30.081830267709215% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $2M |
| 2023 | 1 | 168 | $3M |
| 2024 | 1 | 159 | $3M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Neomed Center Retirement Plan in PR ($2M); by covered participants it is 360 Physical Therapy 401(k) Profit Sharing Plan in AZ (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.
- 360 Physical Therapy 401(k) Profit Sharing Plan (AZ) 115 · 0 off
- Gt Distributors, Inc. 401(k) Plan (TX) 115 · 0 off
- Shinn 401(k) Retirement Plan (IA) 115 · 0 off
- Johns Brothers Inc. 401(k) Profit Sharing Plan (VA) 115 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.