401(k) · DOL Form 5500 · 2023

Newtonx, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
140
Participants Small participant base
47th
Percentile by assets National rank
$40,925
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newtonx 401(k) Plan · Sponsored by Newtonx, Inc. · New York · Information & Media

$6M in assets, 140 participants

Newtonx, Inc.'s Newtonx 401(k) Plan reported $6M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #883 in Information & Media (2,818 peers)

Coverage in New York

Newtonx 401(k) Plan covers 140 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $6M.

#883
in Information & Media (2,818 peers)
+95.7%
assets growth YoY

Newtonx 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Newtonx 401(k) Plan vs every filed plan by assets

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

$5,729,557 47th percentile higher than 47% 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

Newtonx 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. Newtonx 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newtonx 401(k) Plan reported participants rose from 61 in the plan year 2022 filing to 140 in the plan year 2023 filing.
  • Newtonx 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Newtonx 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 812776140 · Newtonx, Inc. PY 2023 · 401(k)

Newtonx 401(k) Plan · $6M · 140 · 47th

  • VS-ST $6M
  • BOY 140
  • SCH 47th
  • EBSA 401(k)
  • PART near Eye Physicians & Surgeons Ltd Profit-Sharing Plan
  • TYPE ind #883

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 Information & Media retirement plans → · Plans in New York →

Newtonx 401(k) Plan in the asset neighbourhood

Newtonx 401(k) Plan$6MEye Physicians & Surgeons Ltd Profit-Sharing PlanEye Physicians & Surgeons Lt…$6MOverton Moore Properties 401(k)/Profit Sharing PlanOverton Moore Properties 401…$6MJerry's Autogroup 401(k) Plan$6M401(k) Profit Sharing Plan for Employees of Suburban Access, Inc.401(k) Profit Sharing Plan f…$6M
End-of-year total assets ($M) among Newtonx 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN812776140
Plan Effective Date2019-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newtonx, Inc.)

Sponsor-wide plan assets over time

All Newtonx, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 169.66787628927943% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $2.93M $7.9M ▲ +169.6%
Year Plans Participants Total Assets
2022 1 61 $3M
2023 1 140 $6M
2024 1 110 $8M

Nearby 401(k) Plans in New York

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

Newtonx 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Newtonx 401(k) Plan, Total assets ($B): 0.005729557 · Participants: 140Newtonx 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Newtonx 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Newtonx 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Eye Physicians & Surgeons Ltd Profit-Sharing Plan in PA ($6M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Newtonx 401(k) Plan assets move in 2023? ▼
Newtonx 401(k) Plan surged - up 95.7% during 2023, from $3M to $6M. Reported net income was $3M.
How have Newtonx, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newtonx, Inc.'s sponsor-wide assets grew 169.7%, from $3M to $8M.
Which 401(k) plans are similar in size to Newtonx 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eye Physicians & Surgeons Ltd Profit-Sharing Plan in PA ($6M, 31 participants).
Which 401(k) plans cover a similar participant headcount to Newtonx 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A 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 812776140.

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.