401(k) · DOL Form 5500 · 2023

New Chapter, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
170
Participants Small participant base
69th
Percentile by assets National rank
$97,984
Avg per participant Below avg balance/head
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Official DOL plan name: New Chapter, Inc. 401(k) Plan · Sponsored by New Chapter, Inc. · Vermont · Wholesale Trade

$17M in assets, 170 participants

New Chapter, Inc.'s New Chapter, Inc. 401(k) Plan reported $17M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,087 in Wholesale Trade (6,309 peers)

New Chapter, Inc. multi-year trail

New Chapter, Inc.'s plans moved +37.8% in assets from 2022 to 2024; this filing shows New Chapter, Inc. 401(k) Plan at $17M / 170 participants.

#4,087
in Wholesale Trade (6,309 peers)
+18.0%
assets growth YoY

New Chapter, Inc. 401(k) Plan's outsized position by total assets

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

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

$16,657,254 Top 31% higher than 69% 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

New Chapter, 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. New Chapter, Inc. 401(k) Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Chapter, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • New Chapter, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • New Chapter, Inc. 401(k) Plan reported participants fell from 175 in the plan year 2022 filing to 170 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 030301418 · New Chapter, Inc. PY 2023 · 401(k)

New Chapter, Inc. 401(k) Plan · $17M · 170 · 69th

  • BOY $17M
  • SCH 170
  • EBSA 69th
  • PART 401(k)
  • TYPE near L. G. Roloff Construction Co. , Inc. Profit Sharing & 401(k) Plan
  • NET ind #4087

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 Wholesale Trade retirement plans → · Plans in Vermont →

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

New Chapter, Inc. 401(k) Plan$17ML. G. Roloff Construction Co. , Inc. Profit Sharing & 401(k) PlanL. G. Roloff Construction Co…$17MCaterpillar Rail Division Retirement Savings Plan for Collectively Bargained EmployeesCaterpillar Rail Division Re…$17MUnicity 401(k) Profit Sharing PlanUnicity 401(k) Profit Sharin…$17MFee, Smith & Sharp, LLP 401(k) PlanFee, Smith & Sharp, LLP 401(…$17M
End-of-year total assets ($M) among New Chapter, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Chapter, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All New Chapter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 37.829209704097735% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $19.5M ▲ +37.8%
Year Plans Participants Total Assets
2022 1 175 $14M
2023 1 170 $17M
2024 1 182 $19M

New Chapter, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN030301418
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

New Chapter, Inc. 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants New Chapter, Inc. 401(k) Plan, Total assets ($B): 0.016657254 · Participants: 170New Chapter, Inc. 401(k) PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 1.965024862 · Participants: 11162The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.297587487 · Participants: 1219National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.220116247 · Participants: 519Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.153493813 · Participants: 551Husky Retirement SavingsIncentive Retirement Plan for Employees of PC Construction Company, Total assets ($B): 0.135534492 · Participants: 442Incentive Retirement Plan for Employees of PC Construction Company
New Chapter, Inc. 401(k) Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare New Chapter, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Vermont, the nearest 401(k) by assets is L. G. Roloff Construction Co. , Inc. Profit Sharing & 401(k) Plan in NE ($17M); by covered participants it is Keystone-Pacific 401(k) Plan in OR (170 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (170 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 New Chapter, Inc. 401(k) Plan assets move in 2023? ▼
New Chapter, Inc. 401(k) Plan grew sharply - up 18.0% during 2023, from $14M to $17M. Reported net income was $3M.
How have New Chapter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Chapter, Inc.'s sponsor-wide assets grew 37.8%, from $14M to $19M.
Which 401(k) plans are similar in size to New Chapter, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is L. G. Roloff Construction Co. , Inc. Profit Sharing & 401(k) Plan in NE ($17M, 114 participants).
Which 401(k) plans cover a similar participant headcount to New Chapter, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Keystone-Pacific 401(k) Plan in OR (170 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 030301418.

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.