401(k) · DOL Form 5500 · 2023

Newbasis, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 128
Participants Small participant base: 37th
Percentile by assets National rank: $25,296
Avg per participant Low balance/head

Official DOL plan name: Newbasis, LLC Savings and Retirement Plan and Trust · Sponsored by Newbasis, LLC · California · Management of Enterprises

$3M in assets, 128 participants

Newbasis, LLC's Newbasis, LLC Savings and Retirement Plan and Trust reported $3M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

#251 in Management of Enterprises (1,137 peers)

Coverage in California

Newbasis, LLC Savings and Retirement Plan and Trust covers 128 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $3M.

#251
in Management of Enterprises (1,137 peers): -18.4%
assets change YoY

The plan reported a net loss of $730K 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's mid-pack asset rank among Management of Enterprises and all filers

Newbasis, LLC Savings and Retirement Plan and Trust vs every filed plan by assets

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

$3,237,921 37th percentile higher than 37% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Newbasis, LLC Savings and Retirement Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newbasis, LLC Savings and Retirement Plan and Trust sits mid-pack in the medium band (128 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 680448508 · Newbasis, LLC PY 2023 · 401(k)

Newbasis, LLC Savings and Retirement Plan and Trust · $3M · 128 · 37th

EIN $3M
EIN 128
EIN 37th
EIN 401(k)
EIN near Electric Power Systems Inc. 401(k) Plan
EIN ind #251

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 →

End-of-year total assets ($M) among Newbasis, LLC Savings and Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$3M
Net Income	-$730K
Employer EIN	680448508
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Newbasis, LLC Savings and Retirement Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Newbasis, LLC Savings and Retirement Plan and Trust side-by-side with 3 peers →

Newbasis, LLC Savings and Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Electric Power Systems Inc. 401(k) Plan in UT ($3M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Electric Power Systems Inc. 401(k) Plan (UT) $3M · 117
Pine Lake Investments, Inc. 401(k) Profit Sharing Plan (CT) $3M · 9
Nittany Oil Company, Inc. 401(k) Plan (PA) $3M · 266
Alabama Urology & Robotics Center, PC 401(k) Profit Sharing Plan (AL) $3M · 9

Similar participant headcount

Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.

Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust (MI) 128 · 0 off
All Current Electrical Sales 401(k) Plan (NJ) 128 · 0 off
Mcnaughton & Gunn, Inc. 401(k) Plan (MI) 128 · 0 off
Marrs Electric LLC 401(k) Plan (OK) 128 · 0 off

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 Newbasis, LLC Savings and Retirement Plan and Trust assets move in 2023? ▼

Newbasis, LLC Savings and Retirement Plan and Trust declined sharply - down 18.4% during 2023, from $4M to $3M. Reported net income was -$730K.

Which 401(k) plans are similar in size to Newbasis, LLC Savings and Retirement Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Electric Power Systems Inc. 401(k) Plan in UT ($3M, 117 participants).

Which 401(k) plans cover a similar participant headcount to Newbasis, LLC Savings and Retirement Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 680448508.