Profit Sharing · DOL Form 5500 · 2024
Newbry Enterprises Inc. Profit Sharing Plan
Data updated 2026-08-25
- $194K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $193,697
- Avg per participant Above avg balance/head
Official DOL plan name: Newbry Enterprises Inc. Retirement Plan · Sponsored by Newbry Enterprises Inc. · Washington · Arts, Entertainment & Recreation
$194K in assets, 1 participants
Newbry Enterprises Inc.'s Newbry Enterprises Inc. Retirement Plan reported $194K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 10th 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.
- #708 in Arts, Entertainment & Recreation (2,921 peers)
What the 2024 filing shows
Newbry Enterprises Inc. Retirement Plan holds $194K for 1 participant - about $193,697 per participant, among the smaller plans by assets on file.
- #708
- in Arts, Entertainment & Recreation (2,921 peers)
- -1.0%
- assets change YoY
The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Newbry Enterprises Inc. Retirement Plan among the smaller filed plans by assets
Newbry Enterprises Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$193,697 10th percentile higher than 10% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Newbry Enterprises Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newbry Enterprises Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Newbry Enterprises Inc. Retirement Plan reported net income rose from -$4K in the plan year 2023 filing to -$2K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 871675813 · Newbry Enterprises Inc. PY 2024 · Profit Sharing
Newbry Enterprises Inc. Retirement Plan · $194K · 1 · 10th
- VS-ST $194K
- VS-ST 1
- VS-ST 10th
- VS-ST Profit Sharing
- VS-ST near Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan
- VS-ST ind #708
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 Arts, Entertainment & Recreation retirement plans → · Plans in Washington →
Newbry Enterprises Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $196K |
|---|---|
| Net Assets (End of Year) | $194K |
| Net Income | -$2K |
| Employer EIN | 871675813 |
| Plan Effective Date | 2021-10-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Newbry Enterprises Inc.)
Sponsor-wide plan assets over time
All Newbry Enterprises Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $194K 2.904878391113428% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $199K |
| 2023 | 1 | 1 | $196K |
| 2024 | 1 | 1 | $194K |
Nearby Profit Sharing Plans in Washington
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Bill & Melinda Gates Foundation Sharing Retirement Plan $680M · 1,926
- Itron, Inc. Incentive Savings Plan $651M · 2,593
- Multicare Health System Retirement Account Plan $562M · 11,865
- SEIU 775 Secure Retirement Plan $498M · 72,804
- Western Washington Painters Defined Contribution Pension Plan $263M · 1,633
Newbry Enterprises Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Washington, the nearest Profit Sharing by assets is Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan in WI ($194K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($194K here).
- Dan Schani Insurance Agency LLC 401(k) Profit Sharing Plan (WI) $194K · 3
- Fide LLC, Retirement Plan (Formerly Also Known as L. Pizarro Otero Retirement Plan) (PR) $194K · 1
- Aj & Sons Ninja Inc. Retirement Plan (VA) $194K · 2
- Premium Services & Equipment Retirement Plan (Formerly Ps & E Retiremet Plan) (PR) $194K · 5
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.