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
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
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.
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
North Carolina filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $1M |
| Employer EIN | 450971227 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING 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
| 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.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
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.
- Dennelisse Corporation 401(k) Plan (NY) 186 · 0 off
- Knock, Inc 401(k) Plan (WA) 186 · 0 off
- Lixi Group 401(k) Plan (NY) 186 · 0 off
- Resource Data, Inc. 401(k) Plan (AK) 186 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.