401(k) · DOL Form 5500 · 2023

Novaria Holdings 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
1,077
Participants Near avg headcount
83rd
Percentile by assets National rank
$37,197
Avg per participant Low balance/head
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Official DOL plan name: Novaria Holdings 401(k) Plan · Sponsored by Novaria Holdings · Texas · Manufacturing

$40M in assets, 1,077 participants

Novaria Holdings's Novaria Holdings 401(k) Plan reported $40M in total assets and 1,077 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,222 in Manufacturing (18,722 peers)

Where Novaria Holdings 401(k) Plan sits by assets

Novaria Holdings 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 1,077 participants (~$37,197/participant), up 23.6% in 2023.

#14,222
in Manufacturing (18,722 peers)
+23.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Novaria Holdings 401(k) Plan's outsized position by total assets

Novaria Holdings 401(k) Plan vs every filed plan by assets

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

$40,060,750 Top 17% higher than 83% 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

Novaria Holdings 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Novaria Holdings 401(k) Plan lands in the large band (1,077 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Novaria Holdings 401(k) Plan reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Novaria Holdings 401(k) Plan reported participants rose from 643 in the plan year 2022 filing to 1,077 in the plan year 2023 filing.
  • Novaria Holdings 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 320448473 · Novaria Holdings PY 2023 · 401(k)

Novaria Holdings 401(k) Plan · $40M · 1,077 · 83rd

  • BOY $40M
  • SCH 1,077
  • EBSA 83rd
  • PART 401(k)
  • TYPE near Educational Federal Credit Union
  • NET ind #14222

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 Manufacturing retirement plans → · Plans in Texas →

Novaria Holdings 401(k) Plan in the asset neighbourhood

Novaria Holdings 401(k) Plan$40MEducational Federal Credit UnionEducational Federal Credit U…$40MEagle View Technologies, Inc. 401(k) Profit Sharing PlanEagle View Technologies, Inc…$40MLindblad Expeditions, Inc 401(k) PlanLindblad Expeditions, Inc 40…$40MFirstlight Power 401(k) Plan$40M
End-of-year total assets ($M) among Novaria Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$40M
Net Income$8M
Employer EIN320448473
Plan Effective Date2012-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Novaria Holdings)

Sponsor-wide plan assets over time

All Novaria Holdings plans reported in each filing year

Latest sponsor-wide plan assets
$46M 42.34006103994448% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.4M $46.1M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 643 $32M
2023 1 1,077 $40M
2024 1 1,146 $46M

Nearby 401(k) Plans in Texas

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

Novaria Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Novaria Holdings 401(k) Plan, Total assets ($B): 0.04006075 · Participants: 1077Novaria Holdings 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Novaria Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Novaria Holdings 401(k) Plan side-by-side with 3 peers →

Novaria Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Educational Federal Credit Union in FL ($40M); by covered participants it is Element Solutions Inc Employee Savings and 401(k) Plan in CT (1,077 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,077 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 Novaria Holdings 401(k) Plan assets move in 2023? ▼
Novaria Holdings 401(k) Plan grew sharply - up 23.6% during 2023, from $32M to $40M. Reported net income was $8M.
How have Novaria Holdings plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Novaria Holdings's sponsor-wide assets grew 42.3%, from $32M to $46M.
Where does Novaria Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
Novaria Holdings 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Novaria Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Educational Federal Credit Union in FL ($40M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Novaria Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Element Solutions Inc Employee Savings and 401(k) Plan in CT (1,077 participants, $279M 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 320448473.

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.