Profit Sharing · DOL Form 5500 · 2024

James E Newman Dds Profit Sharing Plan Profit Sharing Plan

Data updated 2026-08-25

$625K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$625,342
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: James E Newman Dds Profit Sharing Plan · Sponsored by James E Newman Dds Profit Sharing Plan · Tennessee · Healthcare & Social Assistance

$625K in assets, 1 participants

James E Newman Dds Profit Sharing Plan's James E Newman Dds Profit Sharing Plan reported $625K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,518 in Healthcare & Social Assistance (16,916 peers)

What the 2024 filing shows

James E Newman Dds Profit Sharing Plan holds $625K for 1 participant - about $625,342 per participant, among the smaller plans by assets on file.

#2,518
in Healthcare & Social Assistance (16,916 peers)
+6.6%
assets growth YoY

James E Newman Dds Profit Sharing Plan among the smaller filed plans by assets

James E Newman Dds Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$625,342 19th percentile higher than 19% of 123,620 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 2024

James E Newman Dds Profit Sharing 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. James E Newman Dds Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 377723819 · James E Newman Dds Profit Sharing Plan PY 2024 · Profit Sharing

James E Newman Dds Profit Sharing Plan · $625K · 1 · 19th

  • EIN $625K
  • RANK 1
  • PHOTO 19th
  • IND Profit Sharing
  • EOY near Doublenickel Investments Inc. Retirement Plan
  • 5500 ind #2518

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 Healthcare & Social Assistance retirement plans → · Plans in Tennessee →

James E Newman Dds Profit Sharing Plan in the asset neighbourhood

James E Newman Dds Profit Sharing PlanJames E Newman Dds Profit Sh…$625KDoublenickel Investments Inc. Retirement PlanDoublenickel Investments Inc…$625K5 Dog Ranch, Inc. Retirement Plan5 Dog Ranch, Inc. Retirement…$625KReal Lifestyle Management Inc Retirement PlanReal Lifestyle Management In…$625KSts Kiley Corp. Retirement PlanSts Kiley Corp. Retirement P…$625K
End-of-year total assets ($M) among James E Newman Dds Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$587K
Net Assets (End of Year)$625K
Net Income$39K
Employer EIN377723819
Plan Effective Date1976-06-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

James E Newman Dds Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -2000200400600 Total assets ($M) Participants James E Newman Dds Profit Sharing Plan, Total assets ($M): 0.625342 · Participants: 1James E Newman Dds Profit Sharing PlanBallad Health 401(a) Plan, Total assets ($M): 486.286208 · Participants: 4963Ballad Health 401(a) PlanShreveport Electrical Industry Profit Sharing Plan, Total assets ($M): 95.199644 · Participants: 527Shreveport Electrical Industry Profit Sharing PlanNew Orleans Electrical Annuity Plan, Total assets ($M): 88.353304 · Participants: 1393New Orleans Electrical Annuity PlanUlps Employee Savings Plan, Total assets ($M): 78.101983 · Participants: 236Ulps Employee Savings PlanThompson Machinery Commerce Corp Profit Sharing Plan, Total assets ($M): 57.665281 · Participants: 944Thompson Machinery Commerce Corp Profit Sharing Plan
James E Newman Dds Profit Sharing Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants
Compare James E Newman Dds Profit Sharing Plan side-by-side with 3 peers →

James E Newman Dds Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Doublenickel Investments Inc. Retirement Plan in TX ($625K); 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 ($625K here).

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.

Frequently Asked Questions

How did James E Newman Dds Profit Sharing Plan assets move in 2024? ▼
James E Newman Dds Profit Sharing Plan grew at a solid clip - up 6.6% during 2024, from $587K to $625K. Reported net income was $39K.
Where does James E Newman Dds Profit Sharing Plan rank by assets among Form 5500 filers? ▼
James E Newman Dds Profit Sharing Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to James E Newman Dds Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Doublenickel Investments Inc. Retirement Plan in TX ($625K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to James E Newman Dds Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 377723819.

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.