401(k) · DOL Form 5500 · 2023

New Heights Training and Consulting 401(k) Plan

Data updated 2026-08-25

$492K
Total assets Small plan by assets
1
Participants Small participant base
18th
Percentile by assets National rank
$491,859
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: New Heights Training and Consulting Retirement Plan · Sponsored by New Heights Training and Consulting · California · Educational Services

$492K in assets, 1 participants

New Heights Training and Consulting's New Heights Training and Consulting Retirement Plan reported $492K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #472 in Educational Services (3,735 peers)

New Heights Training and Consulting multi-year trail

New Heights Training and Consulting's plans moved +37.8% in assets from 2022 to 2024; this filing shows New Heights Training and Consulting Retirement Plan at $492K / 1 participant.

#472
in Educational Services (3,735 peers)
+7.4%
assets growth YoY

New Heights Training and Consulting Retirement Plan among the smaller filed plans by assets

New Heights Training and Consulting Retirement Plan vs every filed plan by assets

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

$491,859 18th percentile higher than 18% 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 Heights Training and Consulting Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Heights Training and Consulting Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Heights Training and Consulting Retirement Plan reported net income fell from $115K in the plan year 2022 filing to $34K in the plan year 2023 filing.
  • New Heights Training and Consulting Retirement Plan end-of-year assets rose from $458K in the plan year 2022 filing to $492K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 823444729 · New Heights Training and Consulting PY 2023 · 401(k)

New Heights Training and Consulting Retirement Plan · $492K · 1 · 18th

  • PCT $492K
  • PCT 1
  • PCT 18th
  • PCT 401(k)
  • PCT near Infinitemonkey Ventures Inc. 401(k) Plan
  • PCT ind #472

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 Educational Services retirement plans → · Plans in California →

New Heights Training and Consulting Retirement Plan in the asset neighbourhood

New Heights Training and Consulting Retirement PlanNew Heights Training and Con…$492KInfinitemonkey Ventures Inc. 401(k) PlanInfinitemonkey Ventures Inc.…$492KTranscendent Marketing 401(k)$492KLambco, Inc. 401(k) Profit Sharing PlanLambco, Inc. 401(k) Profit S…$492KCesani Enterprises, Inc. 401(k) Profit Sharing PlanCesani Enterprises, Inc. 401…$492K
End-of-year total assets ($M) among New Heights Training and Consulting Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Heights Training and Consulting multi-year asset trail

Sponsor-wide plan assets over time

All New Heights Training and Consulting plans reported in each filing year

Latest sponsor-wide plan assets
$631K 37.752069508405775% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.46M $0.63M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 1 $458K
2023 1 1 $492K
2024 1 1 $631K

New Heights Training and Consulting filing trail (2023)

Total Assets (Beginning of Year)$458K
Net Assets (End of Year)$492K
Net Income$34K
Employer EIN823444729
Plan Effective Date2017-11-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

New Heights Training and Consulting Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants New Heights Training and Consulting Retirement Plan, Total assets ($B): 0.000491859 · Participants: 1New Heights Training and Consulting Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
New Heights Training and Consulting Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare New Heights Training and Consulting Retirement Plan side-by-side with 3 peers →

New Heights Training and Consulting Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Infinitemonkey Ventures Inc. 401(k) Plan in MA ($492K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Heights Training and Consulting Retirement Plan assets move in 2023? ▼
New Heights Training and Consulting Retirement Plan grew at a solid clip - up 7.4% during 2023, from $458K to $492K. Reported net income was $34K.
How have New Heights Training and Consulting plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Heights Training and Consulting's sponsor-wide assets grew 37.8%, from $458K to $631K.
Where does New Heights Training and Consulting Retirement Plan rank by assets among Form 5500 filers? ▼
New Heights Training and Consulting Retirement Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to New Heights Training and Consulting Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Infinitemonkey Ventures Inc. 401(k) Plan in MA ($492K, 4 participants).
Which 401(k) plans cover a similar participant headcount to New Heights Training and Consulting Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 823444729.

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.