401(k) · DOL Form 5500 · 2023
Newland and Company Profit Sharing Plan 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $360,549
- Avg per participant High balance/head
Official DOL plan name: Newland and Company PC Profit Sharing Plan · Sponsored by Newland and Company Profit Sharing Plan · Montana · Professional & Technical Services
$10M in assets, 27 participants
Newland and Company Profit Sharing Plan's Newland and Company PC Profit Sharing Plan reported $10M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #11,476 in Professional & Technical Services (20,321 peers)
Newland and Company Profit Sharing Plan multi-year trail
Newland and Company Profit Sharing Plan's plans moved +34.5% in assets from 2022 to 2024; this filing shows Newland and Company PC Profit Sharing Plan at $10M / 27 participants.
- #11,476
- in Professional & Technical Services (20,321 peers)
- +22.2%
- assets growth YoY
Newland and Company PC Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Newland and Company PC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,734,833 Top 42% higher than 58% 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
Newland and Company PC Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newland and Company PC Profit Sharing Plan is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Newland and Company PC Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Newland and Company PC Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Newland and Company PC Profit Sharing Plan reported participants fell from 28 in the plan year 2022 filing to 27 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 810333198 · Newland and Company Profit Sharing Plan PY 2023 · 401(k)
Newland and Company PC Profit Sharing Plan · $10M · 27 · 58th
- BOY $10M
- BOY 27
- BOY 58th
- BOY 401(k)
- BOY near Vomac Truck Sales 401(k) Retirement Plan
- BOY ind #11476
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 Professional & Technical Services retirement plans → · Plans in Montana →
Newland and Company PC Profit Sharing Plan in the asset neighbourhood
Newland and Company Profit Sharing Plan multi-year asset trail
Sponsor-wide plan assets over time
All Newland and Company Profit Sharing Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 34.522045636693086% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 28 | $8M |
| 2023 | 1 | 27 | $10M |
| 2024 | 1 | 29 | $11M |
Newland and Company Profit Sharing Plan filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 810333198 |
| Plan Effective Date | 1972-03-12 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Montana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan $543M · 1,580
- Glacier Bancorp, Inc. Profit Sharing and 401(k) Plan $485M · 3,264
- Northwestern Energy 401(k) Retirement Savings Plan $463M · 1,529
- First Interstate Bancsystem, Inc. 401(k) Plan $454M · 3,750
- Logan Health Retirement Savings Plan $437M · 4,232
Newland and Company PC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Montana, the nearest 401(k) by assets is Vomac Truck Sales 401(k) Retirement Plan in IN ($10M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Vomac Truck Sales 401(k) Retirement Plan (IN) $10M · 183
- Liberty Safe 401(k) Plan (UT) $10M · 280
- Cme Corp. Employee Stock Ownership Plan (RI) $10M · 274
- Borderland Construction Co., Inc. 401(k) Plan (AZ) $10M · 373
Similar participant headcount
Nearest other-state filings by covered participants (27 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.