Defined Benefit (Pension) · DOL Form 5500 · 2023

Newbury Corporation Pension Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
125
Participants Small participant base
90th
Percentile by assets National rank
$637,022
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newbury Corporation Pension Plan · Sponsored by Newbury Corporation · Massachusetts · Finance & Insurance

$80M in assets, 125 participants

Newbury Corporation's Newbury Corporation Pension Plan reported $80M in total assets and 125 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,449 in Finance & Insurance (8,869 peers)

Coverage in Massachusetts

Newbury Corporation Pension Plan covers 125 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $80M.

#7,449
in Finance & Insurance (8,869 peers)
-4.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

Newbury Corporation Pension Plan's outsized position by total assets

Newbury Corporation Pension Plan vs every filed plan by assets

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

$79,627,736 Top 10% higher than 90% 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 Pension 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 Pension Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newbury Corporation Pension Plan reported net income rose from -$14M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Newbury Corporation Pension Plan end-of-year assets fell from $83M in the plan year 2022 filing to $80M in the plan year 2023 filing.
  • Newbury Corporation Pension Plan reported participants fell from 128 in the plan year 2022 filing to 125 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042426613 · Newbury Corporation PY 2023 · Defined Benefit (Pension)

Newbury Corporation Pension Plan · $80M · 125 · 90th

  • 5500 $80M
  • ASSETS 125
  • PCT 90th
  • EIN Defined Benefit (Pension)
  • RANK near Duane Morris Employees' Pension Plan
  • PHOTO ind #7449

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 Pension Plan in the asset neighbourhood

Pressmens Publishers Pension FundPressmens Publishers Pension…$80MLouis Dreyfus Pension Plan$80MWbc Holdings, L.P. Cash Balance Retirement PlanWbc Holdings, L.P. Cash Bala…$80MNewbury Corporation Pension PlanNewbury Corporation Pension …$80MDuane Morris Employees' Pension PlanDuane Morris Employees' Pens…$80M
End-of-year total assets ($M) among Newbury Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$80M
Net Income$1M
Employer EIN042426613
Plan Effective Date1964-01-01
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 Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Newbury Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Newbury Corporation Pension Plan, Total assets ($B): 0.079627736 · Participants: 125Newbury Corporation Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Newbury Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Newbury Corporation Pension Plan side-by-side with 3 peers →

Newbury Corporation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Duane Morris Employees' Pension Plan in PA ($80M); by covered participants it is Perishable Food Industry Pension Fund in NY (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($80M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Pension Plan assets move in 2023? ▼
Newbury Corporation Pension Plan edged down modestly - down 4.3% during 2023, from $83M to $80M. Reported net income was $1M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Newbury Corporation Pension Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Newbury Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Duane Morris Employees' Pension Plan in PA ($80M, 719 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Newbury Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Perishable Food Industry Pension Fund in NY (125 participants, $18M 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.