401(k) · DOL Form 5500 · 2023
Newbasis, LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 116
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $33,649
- 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
$4M in assets, 116 participants
Newbasis, LLC's Newbasis, LLC Savings and Retirement Plan and Trust reported $4M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.
- #274 in Management of Enterprises (1,137 peers)
Coverage in California
Newbasis, LLC Savings and Retirement Plan and Trust covers 116 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $4M.
- #274
- in Management of Enterprises (1,137 peers)
- +20.5%
- assets growth YoY
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
$3,903,243 40th percentile higher than 40% 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 (116 participants).
Form 5500 schedule snapshot
Filing strip 680448508 · Newbasis, LLC PY 2023 · 401(k)
Newbasis, LLC Savings and Retirement Plan and Trust · $4M · 116 · 40th
- BOOK $4M
- VS-ST 116
- BOY 40th
- SCH 401(k)
- EBSA near Jobnimbus 401(k) Plan
- PART ind #274
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 in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $665K |
| 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.
- 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
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 Jobnimbus 401(k) Plan in UT ($4M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (116 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.