Profit Sharing · DOL Form 5500 · 2024
Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan
Data updated 2026-08-11
- $13M
- Total assets
- 27
- Participants
- 61st
- Percentile by assets
- $468,265
- Avg per participant
Official DOL plan name: Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan · Sponsored by Hare, Wynn, Newell & Newton, LLP · Alabama · Professional & Technical Services
$13M in assets, 27 participants
Hare, Wynn, Newell & Newton, LLP's Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan reported $13M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- 61st percentile by assets (of 123,622 plans)
- #12,009 in Professional & Technical Services (20,173 peers)
2024 asset change
Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan pulled back noticeably 9.4% in 2024 ($14M → $13M) for 27 participants.
- $13M
- total plan assets (2024 EOY)
- 27
- covered participants
- 61st
- percentile by assets (of 123,622 plans)
- $468,265
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan sits by total assets
Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,643,152 Top 39% higher than 61% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan reported net income fell from $783K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan reported participants fell from 32 in the plan year 2023 filing to 27 in the plan year 2024 filing.
- Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
2024 asset move for Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan
Year over year, total assets pulled back noticeably from $14M at the start of 2024 to $13M at year-end (down 9.4%). Net assets closed at $13M; reported net income -$1M.
Hare, Wynn, Newell & Newton, LLP years around the 2024 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 47 | $13M |
| 2023 | 1 | 32 | $14M |
| 2024 | 1 | 27 | $13M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$1M |
| Employer EIN | 630334355 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
- The Health Care Authority for Baptist Health Matching Dollar Plan $49M · 2,217
- Ewtn 403(b) Retirement Savings Plan $41M · 468
- Pathology Associates, P.C. Profit Sharing Plan and Trust $35M · 40
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $28M · 16
- Auto Investment, Inc. 401(k) Plan $27M · 401
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan assets move in 2024? ▼
How have Hare, Wynn, Newell & Newton, LLP plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan? ▼
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2024 change
Ways to act on Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan's numbers.
- By total assets, Hare, Wynn, Newell & Newton, LLP Profit Sharing Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Alabama. Compare plans
- Hare, Wynn, Newell & Newton, LLP's sponsor-wide assets have declined 4.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans