401(k) · DOL Form 5500 · 2023

New Albany Company 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
203
Participants Below avg headcount
71st
Percentile by assets National rank
$90,577
Avg per participant Below avg balance/head
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Official DOL plan name: New Albany Company 401(k) Plan · Sponsored by New Albany Company · Ohio · Arts, Entertainment & Recreation

$18M in assets, 203 participants

New Albany Company's New Albany Company 401(k) Plan reported $18M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #2,434 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in Ohio

New Albany Company 401(k) Plan covers 203 participants in Ohio, about 27% of the average Ohio filer (state average ~765 per filing). Assets: $18M.

#2,434
in Arts, Entertainment & Recreation (2,945 peers)
+12.5%
assets growth YoY

New Albany Company 401(k) Plan's outsized position by total assets

New Albany Company 401(k) Plan vs every filed plan by assets

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

$18,387,191 Top 29% higher than 71% 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

New Albany 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. New Albany Company 401(k) Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Albany Company 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • New Albany Company 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • New Albany Company 401(k) Plan reported participants fell from 214 in the plan year 2022 filing to 203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 311222569 · New Albany Company PY 2023 · 401(k)

New Albany Company 401(k) Plan · $18M · 203 · 71st

  • BOY $18M
  • SCH 203
  • EBSA 71st
  • PART 401(k)
  • TYPE near Workplace Options, LLC Ret Svgs Plan
  • NET ind #2434

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 Ohio →

New Albany Company 401(k) Plan in the asset neighbourhood

New Albany Company 401(k) PlanNew Albany Company 401(k) Pl…$18MWorkplace Options, LLC Ret Svgs PlanWorkplace Options, LLC Ret S…$18MPrice Modern, LLC 401(k) Retirement PlanPrice Modern, LLC 401(k) Ret…$18MTifco Industries, Inc. Employees' 401(k) PlanTifco Industries, Inc. Emplo…$18MJack B. Henderson Construction Company, Inc. 401(k) Profit Sharing PlanJack B. Henderson Constructi…$18M
End-of-year total assets ($M) among New Albany Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN311222569
Plan Effective Date1999-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Albany Company)

Sponsor-wide plan assets over time

All New Albany Company plans reported in each filing year

Latest sponsor-wide plan assets
$20M 20.09403500641192% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.4M $19.6M ▲ +20.1%
Year Plans Participants Total Assets
2022 1 214 $16M
2023 1 203 $18M
2024 1 201 $20M

Nearby 401(k) Plans in Ohio

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

New Albany Company 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants New Albany Company 401(k) Plan, Total assets ($B): 0.018387191 · Participants: 203New Albany Company 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
New Albany Company 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare New Albany Company 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Workplace Options, LLC Ret Svgs Plan in NC ($18M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 New Albany Company 401(k) Plan assets move in 2023? ▼
New Albany Company 401(k) Plan grew at a solid clip - up 12.5% during 2023, from $16M to $18M. Reported net income was $2M.
How have New Albany Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Albany Company's sponsor-wide assets grew 20.1%, from $16M to $20M.
Which 401(k) plans are similar in size to New Albany Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Workplace Options, LLC Ret Svgs Plan in NC ($18M, 364 participants).
Which 401(k) plans cover a similar participant headcount to New Albany Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants, $7M 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 311222569.

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.