Profit Sharing · DOL Form 5500 · 2024
The Preservation Society of Newport County Profit Sharing Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 216
- Participants Below avg headcount
- 64th
- Percentile by assets National rank
- $69,705
- Avg per participant Below avg balance/head
Official DOL plan name: The Preservation Society of Newport County Retirement Savings Plan · Sponsored by The Preservation Society of Newport County · Rhode Island · Arts, Entertainment & Recreation
$15M in assets, 216 participants
The Preservation Society of Newport County's The Preservation Society of Newport County Retirement Savings Plan reported $15M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.
- #2,291 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in Rhode Island
The Preservation Society of Newport County Retirement Savings Plan covers 216 participants in Rhode Island, about 15% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $15M.
- #2,291
- in Arts, Entertainment & Recreation (2,921 peers)
- +12.9%
- assets growth YoY
The Preservation Society of Newport County Retirement Savings Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
The Preservation Society of Newport County Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,056,334 Top 36% higher than 64% 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
The Preservation Society of Newport County Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Preservation Society of Newport County Retirement Savings Plan sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Preservation Society of Newport County Retirement Savings Plan reported net income rose from $334K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- The Preservation Society of Newport County Retirement Savings Plan end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- The Preservation Society of Newport County Retirement Savings Plan reported participants rose from 192 in the plan year 2023 filing to 216 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 050252708 · The Preservation Society of Newport County PY 2024 · Profit Sharing
The Preservation Society of Newport County Retirement Savings Plan · $15M · 216 · 64th
- PHOTO $15M
- PHOTO 216
- PHOTO 64th
- PHOTO Profit Sharing
- PHOTO near Strawbridge Studios, Inc. Retirement Plan
- PHOTO ind #2291
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 Rhode Island →
The Preservation Society of Newport County Retirement Savings Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $2M |
| Employer EIN | 050252708 |
| Plan Effective Date | 1990-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Preservation Society of Newport County)
Sponsor-wide plan assets over time
All The Preservation Society of Newport County plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 15.785934581936765% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $13M |
| 2023 | 1 | 192 | $13M |
| 2024 | 1 | 216 | $15M |
Nearby Profit Sharing Plans in Rhode Island
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Care New England 403(b) Match & Savings Plan $570M · 7,381
- Textron Inc Retirement Account Plan $353M · 9,563
- Brown Physicians, Inc. 401(a) Plan $326M · 1,225
- Iuoe Local 57 Annuity Plan $146M · 948
- Meeting Street Retirement Plan $24M · 273
The Preservation Society of Newport County Retirement Savings Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Rhode Island, the nearest Profit Sharing by assets is Strawbridge Studios, Inc. Retirement Plan in NC ($15M); by covered participants it is Chrisman Employee Benefit Plan in UT (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Chrisman Employee Benefit Plan (UT) 216 · 0 off
- The Annie E. Casey Foundation Retirement Plan (MD) 216 · 0 off
- Inter Ikea Thanks Program (PA) 216 · 0 off
- Enterprise Rent-a-Car Retirement Savings Plan of Puerto Rico (MO) 217 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.