Profit Sharing · DOL Form 5500 · 2023

Newton Clinic, P.C. Profit Sharing Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
42
Participants Small participant base
71st
Percentile by assets National rank
$429,915
Avg per participant High balance/head
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Official DOL plan name: Newton Clinic, P.C. Profit Sharing Plan · Sponsored by Newton Clinic, P.C. · Iowa · Healthcare & Social Assistance

$18M in assets, 42 participants

Newton Clinic, P.C.'s Newton Clinic, P.C. Profit Sharing Plan reported $18M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #13,333 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. Profit Sharing Plan at $18M / 42 participants.

#13,333
in Healthcare & Social Assistance (17,684 peers)
+34.1%
assets growth YoY

Newton Clinic, P.C. Profit Sharing Plan's outsized position by total assets

Newton Clinic, P.C. Profit Sharing Plan vs every filed plan by assets

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

$18,056,441 Top 29% higher than 71% 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

Newton Clinic, P.C. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newton Clinic, P.C. Profit Sharing Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newton Clinic, P.C. Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Newton Clinic, P.C. Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Newton Clinic, P.C. Profit Sharing Plan reported participants fell from 49 in the plan year 2022 filing to 42 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421131083 · Newton Clinic, P.C. PY 2023 · Profit Sharing

Newton Clinic, P.C. Profit Sharing Plan · $18M · 42 · 71st

  • BOOK $18M
  • VS-ST 42
  • BOY 71st
  • SCH Profit Sharing
  • EBSA near Mid-Minnesota Legal Assistance 403(b) Retirement Plan
  • PART ind #13333

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 Healthcare & Social Assistance retirement plans → · Plans in Iowa →

Newton Clinic, P.C. Profit Sharing Plan in the asset neighbourhood

Tac Partners Inc Profit Sharing Plan and TrustTac Partners Inc Profit Shar…$18MCompunetics, Inc. Profit Sharing PlanCompunetics, Inc. Profit Sha…$18MMid-Minnesota Legal Assistance 403(b) Retirement PlanMid-Minnesota Legal Assistan…$18MFoxhall Internists, P.C., Profit Sharing PlanFoxhall Internists, P.C., Pr…$18MNewton Clinic, P.C. Profit Sharing PlanNewton Clinic, P.C. Profit S…$18M
End-of-year total assets ($M) among Newton Clinic, P.C. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Newton Clinic, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Newton Clinic, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 25.621351355679412% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $18.3M $23M ▲ +25.6%
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)$13M
Net Assets (End of Year)$18M
Net Income$5M
Employer EIN421131083
Plan Effective Date1974-12-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Iowa

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Newton Clinic, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100200300 1015202530 Total assets ($M) Participants Newton Clinic, P.C. Profit Sharing Plan, Total assets ($M): 18.056441 · Participants: 42Newton Clinic, P.C. Profit Sharing PlanMedtec LLC 401(k) Retirement Plan, Total assets ($M): 25.74045 · Participants: 144Medtec LLC 401(k) Retirement PlanLiberty Pattern Company Profit Sharing Plan, Total assets ($M): 23.373416 · Participants: 13Liberty Pattern Company Profit Sharing PlanPalmer Lutheran Health Center, Inc. 403(b) Plan, Total assets ($M): 17.888494 · Participants: 214Palmer Lutheran Health Center, Inc. 403(b) PlanTs Banking Group Savings Plan, Total assets ($M): 17.363911 · Participants: 247Ts Banking Group Savings PlanHwh Corporation Employees' Profit Sharing Plan and Trust, Total assets ($M): 15.44722 · Participants: 82Hwh Corporation Employees' Profit Sharing Plan and Trust
Newton Clinic, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants
Compare Newton Clinic, P.C. Profit Sharing Plan side-by-side with 3 peers →

Newton Clinic, P.C. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Iowa, the nearest Profit Sharing by assets is Mid-Minnesota Legal Assistance 403(b) Retirement Plan in MN ($18M); by covered participants it is Roosevelt & Cross, Inc. Profit-Sharing Plan in NY (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Newton Clinic, P.C. Profit Sharing Plan assets move in 2023? ▼
Newton Clinic, P.C. Profit Sharing Plan surged - up 34.1% during 2023, from $13M to $18M. Reported net income was $5M.
How have Newton Clinic, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newton Clinic, P.C.'s sponsor-wide assets grew 25.6%, from $18M to $23M.
Which Profit Sharing plans are similar in size to Newton Clinic, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Mid-Minnesota Legal Assistance 403(b) Retirement Plan in MN ($18M, 168 participants).
Which Profit Sharing plans cover a similar participant headcount to Newton Clinic, P.C. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Roosevelt & Cross, Inc. Profit-Sharing Plan in NY (42 participants, $16M 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 421131083.

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.