401(k) · DOL Form 5500 · 2023

Newk's Holding Company, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 258
Participants Below avg headcount: 43rd
Percentile by assets National rank: $18,520
Avg per participant Low balance/head

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Official DOL plan name: Newk's 401(k) Plan · Sponsored by Newk's Holding Company, LLC · Mississippi · Food Services & Accommodation

$5M in assets, 258 participants

Newk's Holding Company, LLC's Newk's 401(k) Plan reported $5M in total assets and 258 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#2,976 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Newk's 401(k) Plan ranks #2,976 of 3,828 2023 filers by assets (409% of the sector average)-$5M for 258 participants.

#2,976
in Food Services & Accommodation (3,828 peers): +21.7%
assets growth YoY

Newk's 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Newk's 401(k) Plan vs every filed plan by assets

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

$4,778,057 43rd percentile higher than 43% 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

Newk's 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. Newk's 401(k) Plan sits mid-pack in the medium band (258 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Newk's 401(k) Plan reported net income rose from -$702K in the plan year 2022 filing to $852K in the plan year 2023 filing.
Newk's 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Newk's 401(k) Plan reported participants rose from 215 in the plan year 2022 filing to 258 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 202221622 · Newk's Holding Company, LLC PY 2023 · 401(k)

Newk's 401(k) Plan · $5M · 258 · 43rd

PHOTO $5M
PHOTO 258
PHOTO 43rd
PHOTO 401(k)
PHOTO near Circuit Electric 401(k) Plan
PHOTO ind #2976

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 Food Services & Accommodation retirement plans → · Plans in Mississippi →

End-of-year total assets ($M) among Newk's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$852K
Employer EIN	202221622
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Newk's Holding Company, LLC)

Latest sponsor-wide plan assets: $6M 40.64355703075792% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	215	$4M
2023	1	258	$5M
2024	1	313	$6M

Nearby 401(k) Plans in Mississippi

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

Newk's 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants

Cadence 401(k) Profit-Sharing Plan $797M · 6,578
Ergon 401(k) Plan $651M · 3,214
Hancock Whitney Corporation 401(k) Savings Plan $543M · 3,545
V2x 401(k) Retirement Plan $538M · 6,807
Southern Farm Bureau and Adopting Companies 401(k) Plan $477M · 2,657

Compare Newk's 401(k) Plan side-by-side with 3 peers →

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

Outside Mississippi, the nearest 401(k) by assets is Circuit Electric 401(k) Plan in MI ($5M); by covered participants it is Validatek Retirement Savings Plan in VA (258 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Circuit Electric 401(k) Plan (MI) $5M · 109
Cancer & Hematology Centers of Western Michigan Profit Sharing and 401(k) Plan (MI) $5M · 508
American Apartment Management Tax Deferred Savings Plan (TN) $5M · 89
St Luke Home Care and Hospice Retirement Plan (PR) $5M · 662

Similar participant headcount

Nearest other-state filings by covered participants (258 participants); asset peers above are excluded.

Validatek Retirement Savings Plan (VA) 258 · 0 off
North Star Resource Group Salary Savings Plan and Trust (MN) 258 · 0 off
Traditional Bank, Inc. 401(k) Profit Sharing Plan (KY) 258 · 0 off
Noble Inc. 401(k) Profit Sharing Plan and Trust (IN) 258 · 0 off

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 Newk's 401(k) Plan assets move in 2023? ▼

Newk's 401(k) Plan grew sharply - up 21.7% during 2023, from $4M to $5M. Reported net income was $852K.

How have Newk's Holding Company, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Newk's Holding Company, LLC's sponsor-wide assets grew 40.6%, from $4M to $6M.

Which 401(k) plans are similar in size to Newk's 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Circuit Electric 401(k) Plan in MI ($5M, 109 participants).

Which 401(k) plans cover a similar participant headcount to Newk's 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (258 participants, $23M 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 202221622.