401(k) · DOL Form 5500 · 2023

Newforma, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
101
Participants Small participant base
63rd
Percentile by assets National rank
$119,544
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newforma, Inc. 401(k) Plan · Sponsored by Newforma, Inc. · New Hampshire · Information & Media

$12M in assets, 101 participants

Newforma, Inc.'s Newforma, Inc. 401(k) Plan reported $12M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #1,438 in Information & Media (2,818 peers)

Coverage in New Hampshire

Newforma, Inc. 401(k) Plan covers 101 participants in New Hampshire, about 34% of the average New Hampshire filer (state average ~301 per filing). Assets: $12M.

#1,438
in Information & Media (2,818 peers)
+24.7%
assets growth YoY

Newforma, Inc. 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Newforma, Inc. 401(k) Plan vs every filed plan by assets

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

$12,073,976 Top 37% higher than 63% 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

Newforma, Inc. 401(k) 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. Newforma, Inc. 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newforma, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Newforma, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Newforma, Inc. 401(k) Plan reported participants rose from 99 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200400003 · Newforma, Inc. PY 2023 · 401(k)

Newforma, Inc. 401(k) Plan · $12M · 101 · 63rd

  • PCT $12M
  • PCT 101
  • PCT 63rd
  • PCT 401(k)
  • PCT near Bcb Homes, Inc. 401(k) Retirement & Savings Plan
  • PCT ind #1438

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 Information & Media retirement plans → · Plans in New Hampshire →

Newforma, Inc. 401(k) Plan in the asset neighbourhood

Newforma, Inc. 401(k) Plan$12MBcb Homes, Inc. 401(k) Retirement & Savings PlanBcb Homes, Inc. 401(k) Retir…$12MTennessee Women's Care 401(k) Profit Sharing PlanTennessee Women's Care 401(k…$12MThe New Castle Hotels 401(k) Savings PlanThe New Castle Hotels 401(k)…$12MJbi, LLC 401(k) Plan$12M
End-of-year total assets ($M) among Newforma, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN200400003
Plan Effective Date2004-07-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Newforma, Inc.)

Sponsor-wide plan assets over time

All Newforma, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 30.635690418712393% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.68M $12.7M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 99 $10M
2023 1 101 $12M
2024 1 105 $13M

Nearby 401(k) Plans in New Hampshire

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

Newforma, Inc. 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Newforma, Inc. 401(k) Plan, Total assets ($M): 12.073976 · Participants: 101Newforma, Inc. 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Newforma, Inc. 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Newforma, Inc. 401(k) Plan side-by-side with 3 peers →

Newforma, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Bcb Homes, Inc. 401(k) Retirement & Savings Plan in FL ($12M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Newforma, Inc. 401(k) Plan assets move in 2023? ▼
Newforma, Inc. 401(k) Plan grew sharply - up 24.7% during 2023, from $10M to $12M. Reported net income was $2M.
How have Newforma, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newforma, Inc.'s sponsor-wide assets grew 30.6%, from $10M to $13M.
Which 401(k) plans are similar in size to Newforma, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bcb Homes, Inc. 401(k) Retirement & Savings Plan in FL ($12M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Newforma, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 participants, N/A 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 200400003.

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.