401(k) · DOL Form 5500 · 2023
New Balance Athletic Shoe, Inc. 401(k) Plan
Data updated 2026-08-25
- $424M
- Total assets Above avg plan size
- 3,685
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $115,058
- Avg per participant Below avg balance/head
Official DOL plan name: New Balance Athletics Employee Savings and Security Plan · Sponsored by New Balance Athletic Shoe, Inc. · Massachusetts · Manufacturing
$424M in assets, 3,685 participants
New Balance Athletic Shoe, Inc.'s New Balance Athletics Employee Savings and Security Plan reported $424M in total assets and 3,685 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #17,839 in Manufacturing (18,722 peers)
Coverage in Massachusetts
New Balance Athletics Employee Savings and Security Plan covers 3,685 participants in Massachusetts, 5.6x the typical Massachusetts plan (state average ~659 per filing). Assets: $424M.
- #17,839
- in Manufacturing (18,722 peers)
- +21.4%
- assets growth YoY
- 4.3×
- vs typical plan assets (national mean)
New Balance Athletics Employee Savings and Security Plan's outsized position by total assets
New Balance Athletics Employee Savings and Security Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$423,987,953 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
New Balance Athletics Employee Savings and Security Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Balance Athletics Employee Savings and Security Plan lands in the large band (3,685 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Balance Athletics Employee Savings and Security Plan reported net income rose from -$61M in the plan year 2022 filing to $75M in the plan year 2023 filing.
- New Balance Athletics Employee Savings and Security Plan reported participants rose from 3,012 in the plan year 2022 filing to 3,685 in the plan year 2023 filing.
- New Balance Athletics Employee Savings and Security Plan end-of-year assets rose from $349M in the plan year 2022 filing to $424M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 042460172 · New Balance Athletic Shoe, Inc. PY 2023 · 401(k)
New Balance Athletics Employee Savings and Security Plan · $424M · 3,685 · 97th
- PART $424M
- TYPE 3,685
- NET 97th
- BOOK 401(k)
- VS-ST near Aimbridge Parent, Inc. 401(k) Plan
- BOY ind #17839
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 Manufacturing retirement plans → · Plans in Massachusetts →
New Balance Athletics Employee Savings and Security Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $349M |
|---|---|
| Net Assets (End of Year) | $424M |
| Net Income | $75M |
| Employer EIN | 042460172 |
| Plan Effective Date | 1990-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Balance Athletic Shoe, Inc.)
Sponsor-wide plan assets over time
All New Balance Athletic Shoe, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $493M 41.09026714719223% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,012 | $349M |
| 2023 | 1 | 3,685 | $424M |
| 2024 | 1 | 4,303 | $493M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
New Balance Athletics Employee Savings and Security Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Aimbridge Parent, Inc. 401(k) Plan in TX ($424M); by covered participants it is American Maritime Officers 401(k) Plan in FL (3,682 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($424M here).
- Aimbridge Parent, Inc. 401(k) Plan (TX) $424M · 49,327
- Buchanan Ingersoll & Rooney PC Retirement Savings Plan (PA) $424M · 818
- Millennium International Management LP Savings Plan (NY) $424M · 2,079
- Purdue Pharma L.P. and Participating Associated Companies Retirement Savings 401(k) Plan (CT) $424M · 457
Similar participant headcount
Nearest other-state filings by covered participants (3,685 participants); asset peers above are excluded.
- American Maritime Officers 401(k) Plan (FL) 3,682 · 3 off
- Veeva Systems Inc. 401(k) Plan (CA) 3,682 · 3 off
- Rosen Hotels and Resorts, Inc. Employees Savings Trust (FL) 3,689 · 4 off
- Excel Group 401(k) Savings Plan (LA) 3,692 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.