401(k) · DOL Form 5500 · 2023

Newcap, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
142
Participants Small participant base
57th
Percentile by assets National rank
$65,427
Avg per participant Low balance/head
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Official DOL plan name: 403(b) Thrift Plan of Newcap, Inc. · Sponsored by Newcap, Inc. · Wisconsin · Healthcare & Social Assistance

$9M in assets, 142 participants

Newcap, Inc.'s 403(b) Thrift Plan of Newcap, Inc. reported $9M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,086 in Healthcare & Social Assistance (17,684 peers)

Coverage in Wisconsin

403(b) Thrift Plan of Newcap, Inc. covers 142 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $9M.

#11,086
in Healthcare & Social Assistance (17,684 peers)
+11.0%
assets growth YoY

403(b) Thrift Plan of Newcap, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan of Newcap, Inc. vs every filed plan by assets

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

$9,290,677 Top 43% higher than 57% 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

403(b) Thrift Plan of Newcap, Inc. 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. 403(b) Thrift Plan of Newcap, Inc. sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 403(b) Thrift Plan of Newcap, Inc. reported net income rose from -$566K in the plan year 2022 filing to $923K in the plan year 2023 filing.
  • 403(b) Thrift Plan of Newcap, Inc. reported participants rose from 97 in the plan year 2022 filing to 142 in the plan year 2023 filing.
  • 403(b) Thrift Plan of Newcap, Inc. end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391050492 · Newcap, Inc. PY 2023 · 401(k)

403(b) Thrift Plan of Newcap, Inc. · $9M · 142 · 57th

  • ASSETS $9M
  • PCT 142
  • EIN 57th
  • RANK 401(k)
  • PHOTO near Earthbound Trading 401(k) Profit Sharing Plan & Trust
  • IND ind #11086

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

403(b) Thrift Plan of Newcap, Inc. in the asset neighbourhood

403(b) Thrift Plan of Newcap, Inc.403(b) Thrift Plan of Newcap…$9MEarthbound Trading 401(k) Profit Sharing Plan & TrustEarthbound Trading 401(k) Pr…$9MMichelle L Hoesly Profit Sharing PlanMichelle L Hoesly Profit Sha…$9MMiles It Company 401(k) Plan$9MMinutemen Security Technologies Retirement PlanMinutemen Security Technolog…$9M
End-of-year total assets ($M) among 403(b) Thrift Plan of Newcap, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$923K
Employer EIN391050492
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newcap, Inc.)

Sponsor-wide plan assets over time

All Newcap, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 13.951406348542008% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.37M $9.53M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 97 $8M
2023 1 142 $9M
2024 1 128 $10M

Nearby 401(k) Plans in Wisconsin

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

403(b) Thrift Plan of Newcap, Inc. vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants 403(b) Thrift Plan of Newcap, Inc., Total assets ($B): 0.009290677 · Participants: 142403(b) Thrift Plan of Newcap, Inc.Advocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
403(b) Thrift Plan of Newcap, Inc. vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare 403(b) Thrift Plan of Newcap, Inc. side-by-side with 3 peers →

403(b) Thrift Plan of Newcap, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Earthbound Trading 401(k) Profit Sharing Plan & Trust in TX ($9M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 403(b) Thrift Plan of Newcap, Inc. assets move in 2023? ▼
403(b) Thrift Plan of Newcap, Inc. grew at a solid clip - up 11.0% during 2023, from $8M to $9M. Reported net income was $923K.
How have Newcap, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newcap, Inc.'s sponsor-wide assets grew 14.0%, from $8M to $10M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan of Newcap, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Earthbound Trading 401(k) Profit Sharing Plan & Trust in TX ($9M, 1,114 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan of Newcap, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 391050492.

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.