ESOP · DOL Form 5500 · 2023

The Newberry Group, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
69
Participants Small participant base
41st
Percentile by assets National rank
$60,878
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newberry Group Incorporated Employee Stock Ownership Plan · Sponsored by The Newberry Group, Inc. · Missouri · Professional & Technical Services

$4M in assets, 69 participants

The Newberry Group, Inc.'s Newberry Group Incorporated Employee Stock Ownership Plan reported $4M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,845 in Professional & Technical Services (20,321 peers)

2023 asset change

Newberry Group Incorporated Employee Stock Ownership Plan pulled back noticeably 8.3% in 2023 ($5M → $4M) for 69 participants.

#7,845
in Professional & Technical Services (20,321 peers)
-8.3%
assets change YoY

The plan reported a net loss of $378K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Newberry Group Incorporated Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Newberry Group Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$4,200,595 41st percentile higher than 41% 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

Newberry Group Incorporated Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newberry Group Incorporated Employee Stock Ownership Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newberry Group Incorporated Employee Stock Ownership Plan reported net income fell from $827K in the plan year 2022 filing to -$378K in the plan year 2023 filing.
  • Newberry Group Incorporated Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Newberry Group Incorporated Employee Stock Ownership Plan reported participants rose from 67 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431755637 · The Newberry Group, Inc. PY 2023 · ESOP

Newberry Group Incorporated Employee Stock Ownership Plan · $4M · 69 · 41st

  • BOY $4M
  • SCH 69
  • EBSA 41st
  • PART ESOP
  • TYPE near Wise Consulting Associates, Inc. Profit Sharing Plan
  • NET ind #7845

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 What is an ESOP? → · Plans in Missouri →

Newberry Group Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Newberry Group Incorporated Employee Stock Ownership PlanNewberry Group Incorporated …$4MWise Consulting Associates, Inc. Profit Sharing PlanWise Consulting Associates, …$4MWc Enterprises, Inc. Employee Stock Ownership PlanWc Enterprises, Inc. Employe…$4MAllied Vaughn Employee Stock Ownership PlanAllied Vaughn Employee Stock…$4MAlvest S.a.S Employee Stock Ownership PlanAlvest S.a.S Employee Stock …$4M
End-of-year total assets ($M) among Newberry Group Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Newberry Group, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All The Newberry Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 8.985274251513914% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M 202220232024 $9.07M $9.88M ▲ +8.9%
Year Plans Participants Total Assets
2022 2 141 $9M
2023 2 140 $9M
2024 2 81 $10M

2023 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$378K
Employer EIN431755637
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Newberry Group Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Newberry Group Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.004200595 · Participants: 69Newberry Group Incorporated Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Newberry Group Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Newberry Group Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Newberry Group Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Wise Consulting Associates, Inc. Profit Sharing Plan in MD ($4M); by covered participants it is Oconee Savings & Loan Association Employee Stock Ownership Plan in SC (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Newberry Group Incorporated Employee Stock Ownership Plan assets move in 2023? ▼
Newberry Group Incorporated Employee Stock Ownership Plan pulled back noticeably - down 8.3% during 2023, from $5M to $4M. Reported net income was -$378K.
How have The Newberry Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Newberry Group, Inc.'s sponsor-wide assets grew 9.0%, from $9M to $10M.
Which ESOP plans are similar in size to Newberry Group Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wise Consulting Associates, Inc. Profit Sharing Plan in MD ($4M, 112 participants).
Which ESOP plans cover a similar participant headcount to Newberry Group Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Oconee Savings & Loan Association Employee Stock Ownership Plan in SC (69 participants, $2M 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 431755637.

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.