401(k) · DOL Form 5500 · 2023
A New Leaf, Inc. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 438
- Participants Below avg headcount
- 61st
- Percentile by assets National rank
- $25,737
- Avg per participant Low balance/head
Official DOL plan name: A New Leaf Retirement Plan · Sponsored by A New Leaf, Inc. · Arizona · Healthcare & Social Assistance
$11M in assets, 438 participants
A New Leaf, Inc.'s A New Leaf Retirement Plan reported $11M in total assets and 438 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #11,788 in Healthcare & Social Assistance (17,684 peers)
A New Leaf, Inc. multi-year trail
A New Leaf, Inc.'s plans moved +53.2% in assets from 2022 to 2024; this filing shows A New Leaf Retirement Plan at $11M / 438 participants.
- #11,788
- in Healthcare & Social Assistance (17,684 peers)
- +28.4%
- assets growth YoY
A New Leaf Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
A New Leaf Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,272,667 Top 39% higher than 61% 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
A New Leaf Retirement 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. A New Leaf Retirement Plan sits mid-pack in the medium band (438 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- A New Leaf Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- A New Leaf Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- A New Leaf Retirement Plan reported participants rose from 395 in the plan year 2022 filing to 438 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 860256667 · A New Leaf, Inc. PY 2023 · 401(k)
A New Leaf Retirement Plan · $11M · 438 · 61st
- VS-ST $11M
- BOY 438
- SCH 61st
- EBSA 401(k)
- PART near Association for Energy Affordability, 401(k)
- TYPE ind #11788
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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →
A New Leaf Retirement Plan in the asset neighbourhood
A New Leaf, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All A New Leaf, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 53.19922970224415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 395 | $9M |
| 2023 | 1 | 438 | $11M |
| 2024 | 1 | 479 | $13M |
A New Leaf, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 860256667 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
A New Leaf Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Association for Energy Affordability, 401(k) in NY ($11M); by covered participants it is Woodloch Pines Inc. 401(k) Plan in PA (438 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Association for Energy Affordability, 401(k) (NY) $11M · 106
- Intersign Corporation Profit Sharing Plan (TN) $11M · 180
- Pager + Onlife Retirement Plan (NY) $11M · 176
- Brock Solutions U.S. Inc. 401(k) Profit Sharing Plan (TX) $11M · 211
Similar participant headcount
Nearest other-state filings by covered participants (438 participants); asset peers above are excluded.
- Woodloch Pines Inc. 401(k) Plan (PA) 438 · 0 off
- Rarefied Atmosphere 401(k) Plan (TX) 438 · 0 off
- Team Gillman 401(k) Plan (TX) 438 · 0 off
- Stowers Machinery Corporation 401(k) Plan (TN) 438 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.