Other · DOL Form 5500 · 2023

New Avenues to Independence, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
199
Participants Below avg headcount
34th
Percentile by assets National rank
$13,113
Avg per participant Low balance/head
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Official DOL plan name: New Avenues to Independence, Inc. Retirement Plan · Sponsored by New Avenues to Independence, Inc. · Ohio · Other Services

$3M in assets, 199 participants

New Avenues to Independence, Inc.'s New Avenues to Independence, Inc. Retirement Plan reported $3M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #4,556 in Other Services (7,857 peers)

Coverage in Ohio

New Avenues to Independence, Inc. Retirement Plan covers 199 participants in Ohio, about 26% of the average Ohio filer (state average ~765 per filing). Assets: $3M.

#4,556
in Other Services (7,857 peers)
+19.0%
assets growth YoY

New Avenues to Independence, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers

New Avenues to Independence, Inc. Retirement Plan vs every filed plan by assets

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

$2,609,468 34th percentile higher than 34% 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 Avenues to Independence, Inc. Retirement 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. New Avenues to Independence, Inc. Retirement Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Avenues to Independence, Inc. Retirement Plan reported net income rose from -$687K in the plan year 2022 filing to $416K in the plan year 2023 filing.
  • New Avenues to Independence, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • New Avenues to Independence, Inc. Retirement Plan reported participants fell from 233 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340871661 · New Avenues to Independence, Inc. PY 2023 · Other

New Avenues to Independence, Inc. Retirement Plan · $3M · 199 · 34th

  • IND $3M
  • EOY 199
  • 5500 34th
  • ASSETS Other
  • PCT near Girl Scouts of Southeastern Michigan 403(b) Retirement Savings Plan
  • EIN ind #4556

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 Other Services retirement plans → · Plans in Ohio →

New Avenues to Independence, Inc. Retirement Plan in the asset neighbourhood

Brunswick Harley Davidson, Inc Profit Sharing PlanBrunswick Harley Davidson, I…$3MHeidelberg Materials US Suppl Ret Fund PlanHeidelberg Materials US Supp…$3MNew Avenues to Independence, Inc. Retirement PlanNew Avenues to Independence,…$3MGirl Scouts of Southeastern Michigan 403(b) Retirement Savings PlanGirl Scouts of Southeastern …$3MGilbert L Urata Dmd$3M
End-of-year total assets ($M) among New Avenues to Independence, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$416K
Employer EIN340871661
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Avenues to Independence, Inc.)

Sponsor-wide plan assets over time

All New Avenues to Independence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.4546245272628475% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.19M $2.29M ▲ +4.6%
Year Plans Participants Total Assets
2022 1 233 $2M
2023 1 199 $3M
2024 1 242 $2M

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

New Avenues to Independence, Inc. Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants New Avenues to Independence, Inc. Retirement Plan, Total assets ($B): 0.002609468 · Participants: 199New Avenues to Independence, Inc. Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
New Avenues to Independence, Inc. Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare New Avenues to Independence, Inc. Retirement Plan side-by-side with 3 peers →

New Avenues to Independence, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Girl Scouts of Southeastern Michigan 403(b) Retirement Savings Plan in MI ($3M); by covered participants it is Community Action Agency 403(b) Retirement Plan in MI (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Avenues to Independence, Inc. Retirement Plan assets move in 2023? ▼
New Avenues to Independence, Inc. Retirement Plan grew sharply - up 19.0% during 2023, from $2M to $3M. Reported net income was $416K.
How have New Avenues to Independence, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Avenues to Independence, Inc.'s sponsor-wide assets grew 4.5%, from $2M to $2M.
Which Other plans are similar in size to New Avenues to Independence, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Girl Scouts of Southeastern Michigan 403(b) Retirement Savings Plan in MI ($3M, 98 participants).
Which Other plans cover a similar participant headcount to New Avenues to Independence, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Community Action Agency 403(b) Retirement Plan in MI (199 participants, $4M 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 340871661.

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.