401(k) · DOL Form 5500 · 2023

New Restoration and Recovery S 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
186
Participants Below avg headcount
40th
Percentile by assets National rank
$21,804
Avg per participant Low balance/head
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Official DOL plan name: New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust · Sponsored by New Restoration and Recovery S · North Carolina · Professional & Technical Services

$4M in assets, 186 participants

New Restoration and Recovery S's New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 186 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,698 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust covers 186 participants in North Carolina, about 23% of the average North Carolina filer (state average ~819 per filing). Assets: $4M.

#7,698
in Professional & Technical Services (20,321 peers)
+51.9%
assets growth YoY

New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$4,055,602 40th percentile higher than 40% 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 Restoration and Recovery S 401(k) Profit Sharing Plan & Trust 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. New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (186 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust reported net income rose from $96K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust reported participants fell from 264 in the plan year 2022 filing to 186 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 450971227 · New Restoration and Recovery S PY 2023 · 401(k)

New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust · $4M · 186 · 40th

  • BOY $4M
  • BOY 186
  • BOY 40th
  • BOY 401(k)
  • BOY near Bowling Management Associates, Inc. 401(k) Profit Sharing Plan & Trust
  • BOY ind #7698

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 Professional & Technical Services retirement plans → · Plans in North Carolina →

New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

New Restoration and Recovery S 401(k) Profit Sharing Plan & TrustNew Restoration and Recovery…$4MBowling Management Associates, Inc. 401(k) Profit Sharing Plan & TrustBowling Management Associate…$4MHarrison Group, Inc. 401(k) PlanHarrison Group, Inc. 401(k) …$4MSmb Bradley 401(k) Plan$4MSeeqc Inc. 401(k)$4M
End-of-year total assets ($M) among New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN450971227
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Restoration and Recovery S)

Sponsor-wide plan assets over time

All New Restoration and Recovery S plans reported in each filing year

Latest sponsor-wide plan assets
$5M 101.24163992666885% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.67M $5.37M ▲ +101.1%
Year Plans Participants Total Assets
2022 1 264 $3M
2023 1 186 $4M
2024 1 214 $5M

Nearby 401(k) Plans in North Carolina

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

New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.004055602 · Participants: 186New Restoration and Recovery S 401(k) Profit Sharing Plan & TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants

New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Bowling Management Associates, Inc. 401(k) Profit Sharing Plan & Trust in FL ($4M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (186 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (186 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 Restoration and Recovery S 401(k) Profit Sharing Plan & Trust assets move in 2023?
New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust surged - up 51.9% during 2023, from $3M to $4M. Reported net income was $1M.
How have New Restoration and Recovery S plan assets changed over time?
Across 3 plan years on file (2022-2024), New Restoration and Recovery S's sponsor-wide assets grew 101.2%, from $3M to $5M.
Which 401(k) plans are similar in size to New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Bowling Management Associates, Inc. 401(k) Profit Sharing Plan & Trust in FL ($4M, 19 participants).
Which 401(k) plans cover a similar participant headcount to New Restoration and Recovery S 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (186 participants, $1M in assets).