Profit Sharing · DOL Form 5500 · 2023

The Preservation Society of Newport County Profit Sharing Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
192
Participants Below avg headcount
65th
Percentile by assets National rank
$69,464
Avg per participant Below avg balance/head
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Official DOL plan name: The Pres. Soc. of Newport Cty. Ret. Savings Pl. · Sponsored by The Preservation Society of Newport County · Rhode Island · Arts, Entertainment & Recreation

$13M in assets, 192 participants

The Preservation Society of Newport County's The Pres. Soc. of Newport Cty. Ret. Savings Pl. reported $13M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #2,306 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Rhode Island

The Pres. Soc. of Newport Cty. Ret. Savings Pl. covers 192 participants in Rhode Island, about 13% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $13M.

#2,306
in Arts, Entertainment & Recreation (2,945 peers)
+2.6%
assets growth YoY

The Pres. Soc. of Newport Cty. Ret. Savings Pl.'s mid-pack asset rank among Arts, Entertainment & Recreation and all filers

The Pres. Soc. of Newport Cty. Ret. Savings Pl. vs every filed plan by assets

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

$13,337,169 Top 35% higher than 65% 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

The Pres. Soc. of Newport Cty. Ret. Savings Pl. 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. The Pres. Soc. of Newport Cty. Ret. Savings Pl. sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Pres. Soc. of Newport Cty. Ret. Savings Pl. reported net income rose from -$2M in the plan year 2022 filing to $334K in the plan year 2023 filing.
  • The Pres. Soc. of Newport Cty. Ret. Savings Pl. reported participants rose from 160 in the plan year 2022 filing to 192 in the plan year 2023 filing.
  • The Pres. Soc. of Newport Cty. Ret. Savings Pl. end-of-year assets rose from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050252708 · The Preservation Society of Newport County PY 2023 · Profit Sharing

The Pres. Soc. of Newport Cty. Ret. Savings Pl. · $13M · 192 · 65th

  • BOY $13M
  • BOY 192
  • BOY 65th
  • BOY Profit Sharing
  • BOY near Plumbing, Piping & Construction, Inc. Profit Sharing Plan
  • BOY ind #2306

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 Arts, Entertainment & Recreation retirement plans → · Plans in Rhode Island →

The Pres. Soc. of Newport Cty. Ret. Savings Pl. in the asset neighbourhood

B.a.C. Local I - De/PA Annuity PlanB.a.C. Local I - De/PA Annui…$13MThe Pres. Soc. of Newport Cty. Ret. Savings Pl.The Pres. Soc. of Newport Ct…$13MPlumbing, Piping & Construction, Inc. Profit Sharing PlanPlumbing, Piping & Construct…$13MAsc Retirement Plan$13MEc Waste Puerto Rico Retirement Plan Retirement PlanEc Waste Puerto Rico Retirem…$13M
End-of-year total assets ($M) among The Pres. Soc. of Newport Cty. Ret. Savings Pl. and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$334K
Employer EIN050252708
Plan Effective Date1990-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Preservation Society of Newport County)

Sponsor-wide plan assets over time

All The Preservation Society of Newport County plans reported in each filing year

Latest sponsor-wide plan assets
$15M 15.785934581936765% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13M $15.1M ▲ +15.8%
Year Plans Participants Total Assets
2022 1 160 $13M
2023 1 192 $13M
2024 1 216 $15M

Nearby Profit Sharing Plans in Rhode Island

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Pres. Soc. of Newport Cty. Ret. Savings Pl. vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants The Pres. Soc. of Newport Cty. Ret. Savings Pl., Total assets ($M): 13.337169 · Participants: 192The Pres. Soc. of Newport Cty. Ret. Savings Pl.Care New England 403(b) Match & Savings Plan, Total assets ($M): 515.558668 · Participants: 7471Care New England 403(b) Match & Savings PlanTextron Retirement Account Plan Trust, Total assets ($M): 332.389145 · Participants: 10046Textron Retirement Account Plan TrustBrown Physicians, Inc. 401(a) Plan, Total assets ($M): 280.868521 · Participants: 1274Brown Physicians, Inc. 401(a) PlanInternational Brotherhood of Electrical Workers Local Union No. 99 Annuity Plan, Total assets ($M): 178.673516 · Participants: 694International Brotherhood of Electrical Workers Local Union No. 99 Annuity PlanIuoe Local 57 Annuity Plan, Total assets ($M): 131.889048 · Participants: 938Iuoe Local 57 Annuity Plan
The Pres. Soc. of Newport Cty. Ret. Savings Pl. vs. nearby Profit Sharing plans in Rhode Island, assets vs. participants
Compare The Pres. Soc. of Newport Cty. Ret. Savings Pl. side-by-side with 3 peers →

The Pres. Soc. of Newport Cty. Ret. Savings Pl.'s out-of-state Profit Sharing peers by assets and headcount

Outside Rhode Island, the nearest Profit Sharing by assets is Plumbing, Piping & Construction, Inc. Profit Sharing Plan in CA ($13M); by covered participants it is Airport Shoppes and Hotel Corp. Retirement Plan in PR (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 The Pres. Soc. of Newport Cty. Ret. Savings Pl. assets move in 2023? ▼
The Pres. Soc. of Newport Cty. Ret. Savings Pl. edged up modestly - up 2.6% during 2023, from $13M to $13M. Reported net income was $334K.
How have The Preservation Society of Newport County plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Preservation Society of Newport County's sponsor-wide assets grew 15.8%, from $13M to $15M.
Which Profit Sharing plans are similar in size to The Pres. Soc. of Newport Cty. Ret. Savings Pl.? ▼
Among Profit Sharing plans in other states, the closest by assets is Plumbing, Piping & Construction, Inc. Profit Sharing Plan in CA ($13M, 25 participants).
Which Profit Sharing plans cover a similar participant headcount to The Pres. Soc. of Newport Cty. Ret. Savings Pl.? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Airport Shoppes and Hotel Corp. Retirement Plan in PR (192 participants, $2M 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 050252708.

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.