Profit Sharing · DOL Form 5500 · 2023
Kathy Newman, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $705,682
- Avg per participant High balance/head
Official DOL plan name: Kathy Newman Inc Psp · Sponsored by Kathy Newman, Inc. · Colorado · Real Estate
$1M in assets, 2 participants
Kathy Newman, Inc.'s Kathy Newman Inc Psp reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #2,140 in Real Estate (4,727 peers)
2023 asset change
Kathy Newman Inc Psp grew at a solid clip 9.3% in 2023 ($1M → $1M) for 2 participants.
- #2,140
- in Real Estate (4,727 peers)
- +9.3%
- assets growth YoY
Kathy Newman Inc Psp among the smaller filed plans by assets
Kathy Newman Inc Psp vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,411,364 27th percentile higher than 27% 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
Kathy Newman Inc Psp among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kathy Newman Inc Psp is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Kathy Newman Inc Psp reported net income rose from -$161K in the plan year 2022 filing to $120K in the plan year 2023 filing.
- Kathy Newman Inc Psp end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
DOL schedule card
Filing strip 841456705 · Kathy Newman, Inc. PY 2023 · Profit Sharing
Kathy Newman Inc Psp · $1M · 2 · 27th
- BOOK $1M
- BOOK 2
- BOOK 27th
- BOOK Profit Sharing
- BOOK near Laboratorio Toledo and Laboratorios Ramirez Retirement Plan
- BOOK ind #2140
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 Real Estate retirement plans → · Plans in Colorado →
Kathy Newman Inc Psp in the asset neighbourhood
Kathy Newman, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Kathy Newman, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 7.041393856256637% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $1M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $120K |
| Employer EIN | 841456705 |
| Plan Effective Date | 2005-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $59M · 695
- Liberty Pr Mobility 401(k) Savings Plans $43M · 1,212
- Amended & Restated Profit Sharing Plan of Midwest Pms $38M · 133
- Peterson Company Profit-Sharing Plan $18M · 26
- Retirement Plan of Public Broadcasting of Colorado, Inc. $16M · 182
Kathy Newman Inc Psp's out-of-state Profit Sharing peers by assets and headcount
Outside Colorado, the nearest Profit Sharing by assets is Laboratorio Toledo and Laboratorios Ramirez Retirement Plan in PR ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.