401(k) · DOL Form 5500 · 2023

Newbury Management Company Dba/Newbury Living 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
133
Participants Small participant base
44th
Percentile by assets National rank
$36,227
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newbury Management Company 401(k) Plan · Sponsored by Newbury Management Company Dba/Newbury Living · Iowa · Real Estate

$5M in assets, 133 participants

Newbury Management Company Dba/Newbury Living's Newbury Management Company 401(k) Plan reported $5M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,994 in Real Estate (4,727 peers)

Coverage in Iowa

Newbury Management Company 401(k) Plan covers 133 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $5M.

#2,994
in Real Estate (4,727 peers)
+15.2%
assets growth YoY

Newbury Management Company 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Newbury Management Company 401(k) Plan vs every filed plan by assets

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

$4,818,180 44th percentile higher than 44% of 127,068 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 2023

Newbury Management Company 401(k) Plan 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. Newbury Management Company 401(k) Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newbury Management Company 401(k) Plan reported net income rose from -$811K in the plan year 2022 filing to $636K in the plan year 2023 filing.
  • Newbury Management Company 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Newbury Management Company 401(k) Plan reported participants fell from 143 in the plan year 2022 filing to 133 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421350076 · Newbury Management Company Dba/Newbury Living PY 2023 · 401(k)

Newbury Management Company 401(k) Plan · $5M · 133 · 44th

  • EOY $5M
  • 5500 133
  • ASSETS 44th
  • PCT 401(k)
  • EIN near Certified Folder Display Service, Inc. 401(k) Profit Sharing Plan
  • RANK ind #2994

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 Real Estate retirement plans → · Plans in Iowa →

Newbury Management Company 401(k) Plan in the asset neighbourhood

Newbury Management Company 401(k) PlanNewbury Management Company 4…$5MCertified Folder Display Service, Inc. 401(k) Profit Sharing PlanCertified Folder Display Ser…$5MIntegrated Life Choices Inc. 401(k) Profit Sharing Plan & TrustIntegrated Life Choices Inc.…$5MCommunity State Bankshares, Inc. Employee Stock Ownership PlanCommunity State Bankshares, …$5MMarling Lumber Company Employees 401(k) Profit Sharing PlanMarling Lumber Company Emplo…$5M
End-of-year total assets ($M) among Newbury Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$636K
Employer EIN421350076
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newbury Management Company Dba/Newbury Living)

Sponsor-wide plan assets over time

All Newbury Management Company Dba/Newbury Living plans reported in each filing year

Latest sponsor-wide plan assets
$5M 29.028029422799584% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.18M $5.4M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 143 $4M
2023 1 133 $5M
2024 1 145 $5M

Nearby 401(k) Plans in Iowa

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

Newbury Management Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Newbury Management Company 401(k) Plan, Total assets ($B): 0.00481818 · Participants: 133Newbury Management Company 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Newbury Management Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Newbury Management Company 401(k) Plan side-by-side with 3 peers →

Newbury Management Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Certified Folder Display Service, Inc. 401(k) Profit Sharing Plan in CA ($5M); by covered participants it is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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.

Frequently Asked Questions

How did Newbury Management Company 401(k) Plan assets move in 2023? ▼
Newbury Management Company 401(k) Plan grew sharply - up 15.2% during 2023, from $4M to $5M. Reported net income was $636K.
How have Newbury Management Company Dba/Newbury Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newbury Management Company Dba/Newbury Living's sponsor-wide assets grew 29.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Newbury Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Certified Folder Display Service, Inc. 401(k) Profit Sharing Plan in CA ($5M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Newbury Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beyond Campus Innovations Inc 401(k) Profit Sharing Plan & Trust in CO (133 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 421350076.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.