Money Purchase · DOL Form 5500 · 2023
Newton Clinic, P.C. Money Purchase Plan
Data updated 2026-08-11
- $6M
- Total assets
- 42
- Participants
- 46th
- Percentile by assets
- $131,046
- Avg per participant
Official DOL plan name: Newton Clinic, P.C. Money Purchase Pension Plan · Sponsored by Newton Clinic, P.C. · Iowa · Healthcare & Social Assistance
$6M in assets, 42 participants
Newton Clinic, P.C.'s Newton Clinic, P.C. Money Purchase Pension Plan reported $6M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- 46th percentile by assets (of 127,072 plans)
- #8,950 in Healthcare & Social Assistance (17,684 peers)
Newton Clinic, P.C. multi-year trail
Newton Clinic, P.C.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows Newton Clinic, P.C. Money Purchase Pension Plan at $6M / 42 participants.
- $6M
- total plan assets (2023 EOY)
- 42
- covered participants
- 46th
- percentile by assets (of 127,072 plans)
- $131,046
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Newton Clinic, P.C. Money Purchase Pension Plan reported net income rose from -$56K in the plan year 2022 filing to $672K in the plan year 2023 filing.
- Newton Clinic, P.C. Money Purchase Pension Plan reported participants fell from 49 in the plan year 2022 filing to 42 in the plan year 2023 filing.
- Newton Clinic, P.C. Money Purchase Pension Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Newton Clinic, P.C. across 3 plan years on file
Across the 3 plan years Newton Clinic, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $18M to $23M, a gain of 25.6%, while reported participants moved from 98 to 86 (-12.2%). Peak year by sponsor assets: 2023 ($24M); trough: 2022 ($18M).
Newton Clinic, P.C. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 98 | $18M |
| 2023 | 2 | 84 | $24M |
| 2024 | 2 | 86 | $23M |
Newton Clinic, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $672K |
| Employer EIN | 421131083 |
| Plan Effective Date | 1995-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Iowa
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Newton Clinic, P.C. Money Purchase Pension Plan vs. nearby Money Purchase plans in Iowa, assets vs. participants
- Iowa Builders Retirement Plan $66M · 424
- IBEW Local 13 Retirement Plan $53M · 234
- Iron Workers Local No. 67 Defined Contribution Fund $38M · 875
- Morningside University Defined Contribution Retire $22M · 183
- Grand View University Employees' Money Purchase Plan $18M · 226
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Newton Clinic, P.C. Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Newton Clinic, P.C. Money Purchase Pension Plan assets move in 2023? ▼
How have Newton Clinic, P.C. plan assets changed over time? ▼
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Multi-year trail
Ways to act on Newton Clinic, P.C. Money Purchase Pension Plan's numbers.
- By total assets, Newton Clinic, P.C. Money Purchase Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Iowa. Compare plans
- Newton Clinic, P.C.'s sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans