401(k) · DOL Form 5500 · 2023

New Direction Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$761K
Total assets Small plan by assets
5
Participants Small participant base
21st
Percentile by assets National rank
$152,178
Avg per participant Above avg balance/head
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Official DOL plan name: New Direction Holdings, Inc. 401(k) Plan · Sponsored by New Direction Holdings, Inc. · Texas · Management of Enterprises

$761K in assets, 5 participants

New Direction Holdings, Inc.'s New Direction Holdings, Inc. 401(k) Plan reported $761K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #135 in Management of Enterprises (1,137 peers)

New Direction Holdings, Inc. multi-year trail

New Direction Holdings, Inc.'s plans moved -43.6% in assets from 2022 to 2024; this filing shows New Direction Holdings, Inc. 401(k) Plan at $761K / 5 participants.

#135
in Management of Enterprises (1,137 peers)
-3.7%
assets change YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New Direction Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

New Direction Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$760,891 21st percentile higher than 21% 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 Direction Holdings, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Direction Holdings, Inc. 401(k) Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Direction Holdings, Inc. 401(k) Plan reported net income fell from $100K in the plan year 2022 filing to -$29K in the plan year 2023 filing.
  • New Direction Holdings, Inc. 401(k) Plan reported participants fell from 15 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • New Direction Holdings, Inc. 401(k) Plan end-of-year assets fell from $940K in the plan year 2022 filing to $761K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 260247099 · New Direction Holdings, Inc. PY 2023 · 401(k)

New Direction Holdings, Inc. 401(k) Plan · $761K · 5 · 21st

  • 5500 $761K
  • 5500 5
  • 5500 21st
  • 5500 401(k)
  • 5500 near Dnv Investment Group, Inc. 401(k) Plan
  • 5500 ind #135

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 Management of Enterprises retirement plans → · Plans in Texas →

New Direction Holdings, Inc. 401(k) Plan in the asset neighbourhood

New Direction Holdings, Inc. 401(k) PlanNew Direction Holdings, Inc.…$761KDnv Investment Group, Inc. 401(k) PlanDnv Investment Group, Inc. 4…$761KCenter for Neurological Disorders ScCenter for Neurological Diso…$761KPrestige Property Investors, Inc. 401(k) PlanPrestige Property Investors,…$761KPawnee Tribal Development$761K
End-of-year total assets ($M) among New Direction Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Direction Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All New Direction Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$976K 43.583136021322986% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.73M $0.98M ▼ -43.4%
Year Plans Participants Total Assets
2022 2 29 $2M
2023 1 5 $761K
2024 1 15 $976K

New Direction Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$790K
Net Assets (End of Year)$761K
Net Income-$29K
Employer EIN260247099
Plan Effective Date2007-05-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

New Direction Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants New Direction Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000760891 · Participants: 5New Direction Holdings, Inc. 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
New Direction Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare New Direction Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

New Direction Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dnv Investment Group, Inc. 401(k) Plan in IL ($761K); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($761K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Direction Holdings, Inc. 401(k) Plan assets move in 2023? ▼
New Direction Holdings, Inc. 401(k) Plan edged down modestly - down 3.7% during 2023, from $790K to $761K. Reported net income was -$29K.
How have New Direction Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Direction Holdings, Inc.'s sponsor-wide assets declined 43.6%, from $2M to $976K.
Where does New Direction Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
New Direction Holdings, Inc. 401(k) Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to New Direction Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dnv Investment Group, Inc. 401(k) Plan in IL ($761K, 2 participants).
Which 401(k) plans cover a similar participant headcount to New Direction Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 260247099.

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.