401(k) · DOL Form 5500 · 2022

Newcomb Oil Co., LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
1,056
Participants Near avg headcount
80th
Percentile by assets National rank
$22,562
Avg per participant Low balance/head
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Official DOL plan name: Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan · Sponsored by Newcomb Oil Co., LLC · Kentucky · Retail Trade

$24M in assets, 1,056 participants

Newcomb Oil Co., LLC's Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan reported $24M in total assets and 1,056 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #8,410 in Retail Trade (9,519 peers)

Where Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan sits by assets

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $24M for 1,056 participants (~$22,562/participant), up 19.3% in 2022.

#8,410
in Retail Trade (9,519 peers)
+19.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan's outsized position by total assets

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan vs every filed plan by assets

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

$23,825,553 Top 20% higher than 80% 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

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan lands in the large band (1,056 participants).

DOL schedule card

Filing strip 610597969 · Newcomb Oil Co., LLC PY 2022 · 401(k)

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan · $24M · 1,056 · 80th

  • SCH $24M
  • EBSA 1,056
  • PART 80th
  • TYPE 401(k)
  • NET near Rock-It Cargo 401(k) Plan
  • BOOK ind #8410

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 Retail Trade retirement plans → · Plans in Kentucky →

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan in the asset neighbourhood

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings PlanNewcomb Oil Co., LLC Profit …$24MRock-It Cargo 401(k) Plan$24MQuality King Distributors, Inc. 401(k) Savings PlanQuality King Distributors, I…$24MOrtho Molecular Products, Inc. 401(k) PlanOrtho Molecular Products, In…$24MKansas Medical Center, LLC Profit Sharing/401(k) Pl & TrKansas Medical Center, LLC P…$24M
End-of-year total assets ($M) among Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN610597969
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newcomb Oil Co., LLC)

Sponsor-wide plan assets over time

All Newcomb Oil Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 38.38136306846687% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.8M $33M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 1,056 $24M
2023 1 872 $30M
2024 1 961 $33M

Nearby 401(k) Plans in Kentucky

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

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan, Total assets ($B): 0.023825553 · Participants: 1056Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Rock-It Cargo 401(k) Plan in PA ($24M); by covered participants it is Brooks Brothers 401(k) Retirement Savings Plan in CT (1,056 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,056 participants); asset peers above are excluded.

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 Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan assets move in 2022?
Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan grew sharply - up 19.3% during 2022, from $20M to $24M. Reported net income was $4M.
How have Newcomb Oil Co., LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Newcomb Oil Co., LLC's sponsor-wide assets grew 38.4%, from $24M to $33M.
Where does Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan rank by assets among Form 5500 filers?
Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Rock-It Cargo 401(k) Plan in PA ($24M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Brooks Brothers 401(k) Retirement Savings Plan in CT (1,056 participants, N/A in assets).