401(k) · DOL Form 5500 · 2023

Newbury Franklin Industrials LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
337
Participants Below avg headcount
58th
Percentile by assets National rank
$28,988
Avg per participant Low balance/head
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Official DOL plan name: Nfi 401(k) Plan · Sponsored by Newbury Franklin Industrials LLC · New York · Wholesale Trade

$10M in assets, 337 participants

Newbury Franklin Industrials LLC's Nfi 401(k) Plan reported $10M in total assets and 337 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,149 in Wholesale Trade (6,309 peers)

Coverage in New York

Nfi 401(k) Plan covers 337 participants in New York, about 42% of the average New York filer (state average ~798 per filing). Assets: $10M.

#3,149
in Wholesale Trade (6,309 peers)
+1800.0%
assets growth YoY

Nfi 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Nfi 401(k) Plan vs every filed plan by assets

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

$9,768,975 Top 42% higher than 58% 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

Nfi 401(k) Plan 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. Nfi 401(k) Plan sits mid-pack in the medium band (337 participants).

Form 5500 schedule snapshot

Filing strip 861817365 · Newbury Franklin Industrials LLC PY 2023 · 401(k)

Nfi 401(k) Plan · $10M · 337 · 58th

  • ASSETS $10M
  • ASSETS 337
  • ASSETS 58th
  • ASSETS 401(k)
  • ASSETS near Stuartco 401(k) Profit Sharing Plan
  • ASSETS ind #3149

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 Wholesale Trade retirement plans → · Plans in New York →

Nfi 401(k) Plan in the asset neighbourhood

Nfi 401(k) Plan$10MStuartco 401(k) Profit Sharing PlanStuartco 401(k) Profit Shari…$10MCelebrate the Children, Inc. Safe Harbor 401(k) PlanCelebrate the Children, Inc.…$10MRunbeck Companies 401 (K) Profit Sharing PlanRunbeck Companies 401 (K) Pr…$10MFidelis 401(k) Plan$10M
End-of-year total assets ($M) among Nfi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$514K
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN861817365
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newbury Franklin Industrials LLC)

Sponsor-wide plan assets over time

All Newbury Franklin Industrials LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 16.052779334577068% vs 2023
2024 filing year
$8M$8.5M$9M$9.5M$10M 20232024 $9.77M $8.2M ▼ -16.1%
Year Plans Participants Total Assets
2023 1 337 $10M
2024 1 363 $8M

Nearby 401(k) Plans in New York

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

Nfi 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Nfi 401(k) Plan, Total assets ($B): 0.009768975 · Participants: 337Nfi 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Nfi 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Nfi 401(k) Plan side-by-side with 3 peers →

Nfi 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Stuartco 401(k) Profit Sharing Plan in MN ($10M); by covered participants it is Southern Glazer's Union 401(k) Plan in FL (337 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (337 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 Nfi 401(k) Plan assets move in 2023? ▼
Nfi 401(k) Plan surged - up 1800.0% during 2023, from $514K to $10M. Reported net income was $2M.
How have Newbury Franklin Industrials LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Newbury Franklin Industrials LLC's sponsor-wide assets declined 16.1%, from $10M to $8M.
Which 401(k) plans are similar in size to Nfi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stuartco 401(k) Profit Sharing Plan in MN ($10M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Nfi 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Glazer's Union 401(k) Plan in FL (337 participants, $7M 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 861817365.

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.