401(k) · DOL Form 5500 · 2023

Newbury Corporation 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
142
Participants Small participant base
86th
Percentile by assets National rank
$379,771
Avg per participant High balance/head
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Official DOL plan name: Newbury Corporation Profit Incentive and Employees' Savings Plan · Sponsored by Newbury Corporation · Massachusetts · Finance & Insurance

$54M in assets, 142 participants

Newbury Corporation's Newbury Corporation Profit Incentive and Employees' Savings Plan reported $54M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,003 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Newbury Corporation Profit Incentive and Employees' Savings Plan covers 142 participants in Massachusetts, about 22% of the average Massachusetts filer (state average ~659 per filing). Assets: $54M.

#7,003
in Finance & Insurance (8,869 peers)
+9.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Newbury Corporation Profit Incentive and Employees' Savings Plan's outsized position by total assets

Newbury Corporation Profit Incentive and Employees' Savings Plan vs every filed plan by assets

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

$53,927,443 Top 14% higher than 86% 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

Newbury Corporation Profit Incentive and Employees' Savings 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. Newbury Corporation Profit Incentive and Employees' Savings Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newbury Corporation Profit Incentive and Employees' Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Newbury Corporation Profit Incentive and Employees' Savings Plan end-of-year assets rose from $49M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Newbury Corporation Profit Incentive and Employees' Savings Plan reported participants fell from 144 in the plan year 2022 filing to 142 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042426613 · Newbury Corporation PY 2023 · 401(k)

Newbury Corporation Profit Incentive and Employees' Savings Plan · $54M · 142 · 86th

  • ASSETS $54M
  • ASSETS 142
  • ASSETS 86th
  • ASSETS 401(k)
  • ASSETS near Chicago Tube and Iron Co. Employees' Profit Sharing & 401(k) Savings Plan
  • ASSETS ind #7003

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Newbury Corporation Profit Incentive and Employees' Savings Plan in the asset neighbourhood

Newbury Corporation Profit Incentive and Employees' Savings PlanNewbury Corporation Profit I…$54MChicago Tube and Iron Co. Employees' Profit Sharing & 401(k) Savings PlanChicago Tube and Iron Co. Em…$54MAirtable 401(k) Plan$54MVeris Residential, Inc. 401(k) Savings/Retirement PlanVeris Residential, Inc. 401(…$54MBrembo North America, Inc. Employees' 401(k) Retirement Savings PlanBrembo North America, Inc. E…$54M
End-of-year total assets ($M) among Newbury Corporation Profit Incentive and Employees' Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$54M
Net Income$5M
Employer EIN042426613
Plan Effective Date1973-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newbury Corporation)

Sponsor-wide plan assets over time

All Newbury Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$132M 0.4409055702974397% vs 2022
2024 filing year
$131M$132M$133M$134M 202220232024 $132M $132M ▼ -0.4%
Year Plans Participants Total Assets
2022 2 272 $132M
2023 2 267 $134M
2024 2 271 $132M

Nearby 401(k) Plans in Massachusetts

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

Newbury Corporation Profit Incentive and Employees' Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Newbury Corporation Profit Incentive and Employees' Savings Plan, Total assets ($B): 0.053927443 · Participants: 142Newbury Corporation Profit Incentive and Employees' Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Newbury Corporation Profit Incentive and Employees' Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Newbury Corporation Profit Incentive and Employees' Savings Plan side-by-side with 3 peers →

Newbury Corporation Profit Incentive and Employees' Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Chicago Tube and Iron Co. Employees' Profit Sharing & 401(k) Savings Plan in IL ($54M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Newbury Corporation Profit Incentive and Employees' Savings Plan assets move in 2023? ▼
Newbury Corporation Profit Incentive and Employees' Savings Plan grew at a solid clip - up 9.5% during 2023, from $49M to $54M. Reported net income was $5M.
How have Newbury Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newbury Corporation's sponsor-wide assets declined 0.4%, from $132M to $132M.
Where does Newbury Corporation Profit Incentive and Employees' Savings Plan rank by assets among Form 5500 filers? ▼
Newbury Corporation Profit Incentive and Employees' Savings Plan ranks in the 86th 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 Newbury Corporation Profit Incentive and Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chicago Tube and Iron Co. Employees' Profit Sharing & 401(k) Savings Plan in IL ($54M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Newbury Corporation Profit Incentive and Employees' Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 042426613.

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.