401(k) · DOL Form 5500 · 2022

Newco, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
20
Participants Small participant base
54th
Percentile by assets National rank
$300,551
Avg per participant High balance/head
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Official DOL plan name: Newco, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Newco, Inc. · Colorado · Wholesale Trade

$6M in assets, 20 participants

Newco, Inc.'s Newco, Inc. 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 20 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #2,934 in Wholesale Trade (6,843 peers)

What the 2022 filing shows

Newco, Inc. 401(k) Profit Sharing Plan & Trust holds $6M for 20 participants - about $300,551 per participant, above the median plan by assets.

#2,934
in Wholesale Trade (6,843 peers)
+2.3%
assets growth YoY

Newco, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Newco, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,011,011 Top 46% higher than 54% 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

Newco, Inc. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newco, Inc. 401(k) Profit Sharing Plan & Trust is a small filing (20 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 840533758 · Newco, Inc. PY 2022 · 401(k)

Newco, Inc. 401(k) Profit Sharing Plan & Trust · $6M · 20 · 54th

  • BOOK $6M
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  • BOOK near Accel International Holdings, Inc. 401(k) Profit Sharing Plan
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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 Wholesale Trade retirement plans → · Plans in Colorado →

Newco, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Newco, Inc. 401(k) Profit Sharing Plan & TrustNewco, Inc. 401(k) Profit Sh…$6MAccel International Holdings, Inc. 401(k) Profit Sharing PlanAccel International Holdings…$6MRons Construction Corporation 401(k) Profit Sharing PlanRons Construction Corporatio…$6MThermal Equipment Sales, Inc. 401(k) Profit Sharing PlanThermal Equipment Sales, Inc…$6MCentral Florida Pediatric Intensive Care Specialists, Inc. Retirement and Savings PlanCentral Florida Pediatric In…$6M
End-of-year total assets ($M) among Newco, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$133K
Employer EIN840533758
Plan Effective Date2016-03-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Newco, Inc.)

Sponsor-wide plan assets over time

All Newco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 6.246336930676055% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6.01M $5.64M ▼ -6.2%
Year Plans Participants Total Assets
2022 1 20 $6M
2023 1 20 $7M
2024 1 19 $6M

Nearby 401(k) Plans in Colorado

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

Newco, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Newco, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006011011 · Participants: 20Newco, Inc. 401(k) Profit Sharing Plan & TrustDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Newco, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Newco, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Newco, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Accel International Holdings, Inc. 401(k) Profit Sharing Plan in CT ($6M); by covered participants it is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Newco, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Newco, Inc. 401(k) Profit Sharing Plan & Trust edged up modestly - up 2.3% during 2022, from $6M to $6M. Reported net income was $133K.
How have Newco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newco, Inc.'s sponsor-wide assets declined 6.2%, from $6M to $6M.
Which 401(k) plans are similar in size to Newco, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Accel International Holdings, Inc. 401(k) Profit Sharing Plan in CT ($6M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Newco, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hale & Company, Cpa, P.C. Employee Retirement Plan in OK (20 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 840533758.

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.