401(k) · DOL Form 5500 · 2023

Newmeyer & Dillion, LLP 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
99
Participants Small participant base
83rd
Percentile by assets National rank
$405,446
Avg per participant High balance/head
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Official DOL plan name: Newmeyer & Dillion Employee 401(k) Savings Plan · Sponsored by Newmeyer & Dillion, LLP · California · Professional & Technical Services

$40M in assets, 99 participants

Newmeyer & Dillion, LLP's Newmeyer & Dillion Employee 401(k) Savings Plan reported $40M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,032 in Professional & Technical Services (20,321 peers)

Where Newmeyer & Dillion Employee 401(k) Savings Plan sits by assets

Newmeyer & Dillion Employee 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $40M for 99 participants (~$405,446/participant), up 16.3% in 2023.

#17,032
in Professional & Technical Services (20,321 peers)
+16.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Newmeyer & Dillion Employee 401(k) Savings Plan's outsized position by total assets

Newmeyer & Dillion Employee 401(k) Savings Plan vs every filed plan by assets

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

$40,139,188 Top 17% higher than 83% 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

Newmeyer & Dillion Employee 401(k) Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newmeyer & Dillion Employee 401(k) Savings Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newmeyer & Dillion Employee 401(k) Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Newmeyer & Dillion Employee 401(k) Savings Plan reported participants rose from 80 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • Newmeyer & Dillion Employee 401(k) Savings Plan end-of-year assets rose from $35M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330051418 · Newmeyer & Dillion, LLP PY 2023 · 401(k)

Newmeyer & Dillion Employee 401(k) Savings Plan · $40M · 99 · 83rd

  • SCH $40M
  • SCH 99
  • SCH 83rd
  • SCH 401(k)
  • SCH near Ubeo LLC 401(k) Retirement Plan
  • SCH ind #17032

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 California →

Newmeyer & Dillion Employee 401(k) Savings Plan in the asset neighbourhood

Newmeyer & Dillion Employee 401(k) Savings PlanNewmeyer & Dillion Employee …$40MUbeo LLC 401(k) Retirement PlanUbeo LLC 401(k) Retirement P…$40MIgloo Products Corp. Employees' 401(k) PlanIgloo Products Corp. Employe…$40MBradley Media Holdings, Inc 401(k) PlanBradley Media Holdings, Inc …$40MThe De Moya Group, Inc. Profit Sharing Plan & TrustThe De Moya Group, Inc. Prof…$40M
End-of-year total assets ($M) among Newmeyer & Dillion Employee 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN330051418
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newmeyer & Dillion, LLP)

Sponsor-wide plan assets over time

All Newmeyer & Dillion, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$44M 26.12527429314448% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.5M $43.5M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 80 $35M
2023 1 99 $40M
2024 1 102 $44M

Nearby 401(k) Plans in California

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

Newmeyer & Dillion Employee 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Newmeyer & Dillion Employee 401(k) Savings Plan, Total assets ($B): 0.040139188 · Participants: 99Newmeyer & Dillion Employee 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Newmeyer & Dillion Employee 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Newmeyer & Dillion Employee 401(k) Savings Plan side-by-side with 3 peers →

Newmeyer & Dillion Employee 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ubeo LLC 401(k) Retirement Plan in TX ($40M); by covered participants it is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Newmeyer & Dillion Employee 401(k) Savings Plan assets move in 2023? ▼
Newmeyer & Dillion Employee 401(k) Savings Plan grew sharply - up 16.3% during 2023, from $35M to $40M. Reported net income was $6M.
How have Newmeyer & Dillion, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newmeyer & Dillion, LLP's sponsor-wide assets grew 26.1%, from $35M to $44M.
Where does Newmeyer & Dillion Employee 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Newmeyer & Dillion Employee 401(k) Savings Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Newmeyer & Dillion Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ubeo LLC 401(k) Retirement Plan in TX ($40M, 745 participants).
Which 401(k) plans cover a similar participant headcount to Newmeyer & Dillion Employee 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Arj Infusion Services, Inc. Employees Savings Trust in KS (99 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 330051418.

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.