401(k) · DOL Form 5500 · 2023

Newborn Brothers Company, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
13
Participants Small participant base
38th
Percentile by assets National rank
$273,078
Avg per participant High balance/head
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Official DOL plan name: Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Newborn Brothers Company, Inc. · Maryland · Wholesale Trade

$4M in assets, 13 participants

Newborn Brothers Company, Inc.'s Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,723 in Wholesale Trade (6,309 peers)

2023 asset change

Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust grew sharply 19.6% in 2023 ($3M → $4M) for 13 participants.

#1,723
in Wholesale Trade (6,309 peers)
+19.6%
assets growth YoY

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

Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$3,550,010 38th percentile higher than 38% 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

Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$480K in the plan year 2022 filing to $581K in the plan year 2023 filing.
  • Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 14 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540977541 · Newborn Brothers Company, Inc. PY 2023 · 401(k)

Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 13 · 38th

  • BOY $4M
  • BOY 13
  • BOY 38th
  • BOY 401(k)
  • BOY near L & E Research, Inc. 401(k) P/S Plan
  • BOY ind #1723

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 Maryland →

Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and TrustNewborn Brothers & Company, …$4ML & E Research, Inc. 401(k) P/S PlanL & E Research, Inc. 401(k) …$4MJcs Ventures, Inc. 401(k) PlanJcs Ventures, Inc. 401(k) Pl…$4MMadden & Madden, P.a. 401(k) Profit Sharing Plan and TrustMadden & Madden, P.a. 401(k)…$4MLewis Marine Supply LLC 401(k) Profit Sharing Plan & TrustLewis Marine Supply LLC 401(…$4M
End-of-year total assets ($M) among Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Newborn Brothers Company, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Newborn Brothers Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.116064288683324% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $2.97M $3.09M ▲ +4.0%
Year Plans Participants Total Assets
2022 1 14 $3M
2023 1 13 $4M
2024 1 13 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$581K
Employer EIN540977541
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.00355001 · Participants: 13Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is L & E Research, Inc. 401(k) P/S Plan in NC ($4M); by covered participants it is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 19.6% during 2023, from $3M to $4M. Reported net income was $581K.
How have Newborn Brothers Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newborn Brothers Company, Inc.'s sponsor-wide assets grew 4.1%, from $3M to $3M.
Which 401(k) plans are similar in size to Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is L & E Research, Inc. 401(k) P/S Plan in NC ($4M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Newborn Brothers & Company, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mid-America Eye Center, Inc. Employees' Profit Sharing Plan in KS (13 participants, $52 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 540977541.

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.