401(k) · DOL Form 5500 · 2023
Salisbury House, LLC 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 1,976
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $22,931
- Avg per participant Low balance/head
Official DOL plan name: New Story Retirement Plan · Sponsored by Salisbury House, LLC · Maryland · Educational Services
$45M in assets, 1,976 participants
Salisbury House, LLC's New Story Retirement Plan reported $45M in total assets and 1,976 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #2,707 in Educational Services (3,735 peers)
Coverage in Maryland
New Story Retirement Plan covers 1,976 participants in Maryland, 2.1x the typical Maryland plan (state average ~929 per filing). Assets: $45M.
- #2,707
- in Educational Services (3,735 peers)
- +44.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
New Story Retirement Plan's outsized position by total assets
New Story Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$45,311,770 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
New Story Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Story Retirement Plan lands in the large band (1,976 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- New Story Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- New Story Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- New Story Retirement Plan reported participants rose from 1,488 in the plan year 2022 filing to 1,976 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 522085789 · Salisbury House, LLC PY 2023 · 401(k)
New Story Retirement Plan · $45M · 1,976 · 84th
- IND $45M
- EOY 1,976
- 5500 84th
- ASSETS 401(k)
- PCT near Fortis Solutions Group, LLC Retirement Savings Plan
- EIN ind #2707
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 Educational Services retirement plans → · Plans in Maryland →
New Story Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $11M |
| Employer EIN | 522085789 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Salisbury House, LLC)
Sponsor-wide plan assets over time
All Salisbury House, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 101.00667973107112% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,488 | $31M |
| 2023 | 1 | 1,976 | $45M |
| 2024 | 1 | 2,742 | $63M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
New Story Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Fortis Solutions Group, LLC Retirement Savings Plan in VA ($45M); by covered participants it is Lamb Weston, Inc. 401(k) Plan for Salaried and Hourly Employees in ID (1,976 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,976 participants); asset peers above are excluded.
- Lamb Weston, Inc. 401(k) Plan for Salaried and Hourly Employees (ID) 1,976 · 0 off
- Cvent, Inc. (VA) 1,976 · 0 off
- Colorado Pipe Industry Annuity and Salary Deferral Trust (CO) 1,976 · 0 off
- Seyfarth Shaw LLP 401(k) Savings and Retirement Plan (IL) 1,976 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.