401(k) · DOL Form 5500 · 2023

New Venture Fund 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
712
Participants Below avg headcount
85th
Percentile by assets National rank
$67,928
Avg per participant Below avg balance/head
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Official DOL plan name: New Venture Fund 401(k) Profit Sharing Plan · Sponsored by New Venture Fund · District of Columbia · Other Services

$48M in assets, 712 participants

New Venture Fund's New Venture Fund 401(k) Profit Sharing Plan reported $48M in total assets and 712 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,326 in Other Services (7,857 peers)

Coverage in District of Columbia

New Venture Fund 401(k) Profit Sharing Plan covers 712 participants in District of Columbia, about 49% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $48M.

#7,326
in Other Services (7,857 peers)
+33.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

New Venture Fund 401(k) Profit Sharing Plan's outsized position by total assets

New Venture Fund 401(k) Profit Sharing Plan vs every filed plan by assets

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

$48,364,761 Top 15% higher than 85% 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 Venture Fund 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. New Venture Fund 401(k) Profit Sharing Plan sits mid-pack in the medium band (712 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Venture Fund 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • New Venture Fund 401(k) Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • New Venture Fund 401(k) Profit Sharing Plan reported participants rose from 674 in the plan year 2022 filing to 712 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 205806345 · New Venture Fund PY 2023 · 401(k)

New Venture Fund 401(k) Profit Sharing Plan · $48M · 712 · 85th

  • BOOK $48M
  • BOOK 712
  • BOOK 85th
  • BOOK 401(k)
  • BOOK near Plumb Supply Company 401(k) Profit Sharing Plan
  • BOOK ind #7326

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 District of Columbia →

New Venture Fund 401(k) Profit Sharing Plan in the asset neighbourhood

Smartbank 401(k) Retirement PlanSmartbank 401(k) Retirement …$48MNew Venture Fund 401(k) Profit Sharing PlanNew Venture Fund 401(k) Prof…$48MPlumb Supply Company 401(k) Profit Sharing PlanPlumb Supply Company 401(k) …$48MEis 401(k) Plan$48MBoston Celtics 401(k) Savings and Retirement PlanBoston Celtics 401(k) Saving…$48M
End-of-year total assets ($M) among New Venture Fund 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$48M
Net Income$12M
Employer EIN205806345
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Venture Fund)

Sponsor-wide plan assets over time

All New Venture Fund plans reported in each filing year

Latest sponsor-wide plan assets
$58M 59.95243988885159% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $36.2M $58M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 674 $36M
2023 1 712 $48M
2024 1 685 $58M

Nearby 401(k) Plans in District of Columbia

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

New Venture Fund 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants New Venture Fund 401(k) Profit Sharing Plan, Total assets ($B): 0.048364761 · Participants: 712New Venture Fund 401(k) Profit Sharing PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
New Venture Fund 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare New Venture Fund 401(k) Profit Sharing Plan side-by-side with 3 peers →

New Venture Fund 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Plumb Supply Company 401(k) Profit Sharing Plan in IA ($48M); by covered participants it is Rpa Retirement Plan in CA (712 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (712 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 Venture Fund 401(k) Profit Sharing Plan assets move in 2023? ▼
New Venture Fund 401(k) Profit Sharing Plan surged - up 33.5% during 2023, from $36M to $48M. Reported net income was $12M.
How have New Venture Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Venture Fund's sponsor-wide assets grew 60.0%, from $36M to $58M.
Where does New Venture Fund 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
New Venture Fund 401(k) Profit Sharing Plan ranks in the 85th 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 New Venture Fund 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Plumb Supply Company 401(k) Profit Sharing Plan in IA ($48M, 380 participants).
Which 401(k) plans cover a similar participant headcount to New Venture Fund 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rpa Retirement Plan in CA (712 participants, $112M 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 205806345.

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.