401(k) · DOL Form 5500 · 2023

Newstat, PLLC 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
185
Participants Below avg headcount
89th
Percentile by assets National rank
$376,245
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Statcare 401(k) & Profit Sharing Plan · Sponsored by Newstat, PLLC · Tennessee · Healthcare & Social Assistance

$70M in assets, 185 participants

Newstat, PLLC's Statcare 401(k) & Profit Sharing Plan reported $70M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,966 in Healthcare & Social Assistance (17,684 peers)

Coverage in Tennessee

Statcare 401(k) & Profit Sharing Plan covers 185 participants in Tennessee, about 16% of the average Tennessee filer (state average ~1,126 per filing). Assets: $70M.

#15,966
in Healthcare & Social Assistance (17,684 peers)
+17.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Statcare 401(k) & Profit Sharing Plan's outsized position by total assets

Statcare 401(k) & Profit Sharing Plan vs every filed plan by assets

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

$69,605,281 Top 11% higher than 89% 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

Statcare 401(k) & Profit Sharing 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. Statcare 401(k) & Profit Sharing Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Statcare 401(k) & Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Statcare 401(k) & Profit Sharing Plan end-of-year assets rose from $59M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Statcare 401(k) & Profit Sharing Plan reported participants rose from 169 in the plan year 2022 filing to 185 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 814704105 · Newstat, PLLC PY 2023 · 401(k)

Statcare 401(k) & Profit Sharing Plan · $70M · 185 · 89th

  • TYPE $70M
  • NET 185
  • BOOK 89th
  • VS-ST 401(k)
  • BOY near Taiho Oncology 401(k) Profit Sharing Plan
  • SCH ind #15966

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 Tennessee →

Statcare 401(k) & Profit Sharing Plan in the asset neighbourhood

Kiara, Inc. 401(k) Profit Sharing PlanKiara, Inc. 401(k) Profit Sh…$70MThe Andover Companies Employee's Savings & ProfitThe Andover Companies Employ…$70MStatcare 401(k) & Profit Sharing PlanStatcare 401(k) & Profit Sha…$70MTaiho Oncology 401(k) Profit Sharing PlanTaiho Oncology 401(k) Profit…$70MShermco Industries, Inc. 401(k) PlanShermco Industries, Inc. 401…$70M
End-of-year total assets ($M) among Statcare 401(k) & Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$70M
Net Income$10M
Employer EIN814704105
Plan Effective Date2017-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newstat, PLLC)

Sponsor-wide plan assets over time

All Newstat, PLLC plans reported in each filing year

Latest sponsor-wide plan assets
$82M 37.4977319660558% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.5M $81.8M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 169 $59M
2023 1 185 $70M
2024 1 193 $82M

Nearby 401(k) Plans in Tennessee

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

Statcare 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Statcare 401(k) & Profit Sharing Plan, Total assets ($B): 0.069605281 · Participants: 185Statcare 401(k) & Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Statcare 401(k) & Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Statcare 401(k) & Profit Sharing Plan side-by-side with 3 peers →

Statcare 401(k) & Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Taiho Oncology 401(k) Profit Sharing Plan in NJ ($70M); by covered participants it is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Statcare 401(k) & Profit Sharing Plan assets move in 2023? ▼
Statcare 401(k) & Profit Sharing Plan grew sharply - up 17.0% during 2023, from $59M to $70M. Reported net income was $10M.
How have Newstat, PLLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newstat, PLLC's sponsor-wide assets grew 37.5%, from $59M to $82M.
Where does Statcare 401(k) & Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Statcare 401(k) & Profit Sharing Plan ranks in the 89th 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 Statcare 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Taiho Oncology 401(k) Profit Sharing Plan in NJ ($70M, 269 participants).
Which 401(k) plans cover a similar participant headcount to Statcare 401(k) & Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aerie Pharmaceuticals 401(k) Plan in TX (185 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 814704105.

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.