401(k) · DOL Form 5500 · 2023

New Balance Athletic Shoe, Inc. 401(k) Plan

Data updated 2026-08-11

$424M
Total assets: 3,685
Participants: 97th
Percentile by assets: $115,058
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$424M
total plan assets (2023 EOY): 3,685
covered participants: 97th
percentile by assets (of 127,072 plans): $115,058
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Massachusetts

Industry

Manufacturing

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 659 participants across 4,265 plans. New Balance Athletics Employee Savings and Security Plan reports 3,685 participants - 5.6x that state average ($424M EOY assets).

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.)

Total plan assets by year, all New Balance Athletic Shoe, Inc. plans on file

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.

New Balance Athletics Employee Savings and Security Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

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

Compare New Balance Athletics Employee Savings a… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to New Balance Athletics Employee Savings and Security Plan by total assets, not by location.

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

Frequently Asked Questions

How did New Balance Athletics Employee Savings and Security Plan assets move in 2023? ▼

New Balance Athletics Employee Savings and Security Plan grew sharply - up 21.4% during 2023, from $349M to $424M. Reported net income was $75M.

How have New Balance Athletic Shoe, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), New Balance Athletic Shoe, Inc.'s sponsor-wide assets grew 41.1%, from $349M to $493M.

Where does New Balance Athletics Employee Savings and Security Plan rank by assets among Form 5500 filers? ▼

New Balance Athletics Employee Savings and Security Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to New Balance Athletics Employee Savings and Security Plan? ▼

Among 401(k) plans in other states, the closest by assets is Aimbridge Parent, Inc. 401(k) Plan in TX ($424M, 49,327 participants).

Next read for New Balance Athletics Employee Savings a…

Filing takeaways

Ways to act on New Balance Athletics Employee Savings and Security Plan's numbers.

By total assets, New Balance Athletics Employee Savings and Security Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
New Balance Athletic Shoe, Inc.'s sponsor-wide assets have grown 41.1% since 2022 across 3 plan years on file. More Manufacturing plans

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 042460172.