401(k) · DOL Form 5500 · 2023

Newcomb Oil Co., LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
872
Participants Near avg headcount
79th
Percentile by assets National rank
$34,238
Avg per participant Low balance/head
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Official DOL plan name: Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan · Sponsored by Newcomb Oil Co., LLC · Kentucky · Retail Trade

$30M in assets, 872 participants

Newcomb Oil Co., LLC's Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan reported $30M in total assets and 872 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,369 in Retail Trade (8,414 peers)

Where Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan sits by assets

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $30M for 872 participants (~$34,238/participant), up 25.3% in 2023.

#7,369
in Retail Trade (8,414 peers)
+25.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan's outsized position by total assets

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan vs every filed plan by assets

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

$29,855,100 Top 21% higher than 79% 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

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan sits mid-pack in the medium band (872 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan reported net income rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan reported participants fell from 1,056 in the plan year 2022 filing to 872 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 610597969 · Newcomb Oil Co., LLC PY 2023 · 401(k)

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan · $30M · 872 · 79th

  • EOY $30M
  • EOY 872
  • EOY 79th
  • EOY 401(k)
  • EOY near Capital Credit Union 401(k) Plan and Trust
  • EOY ind #7369

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 Retail Trade retirement plans → · Plans in Kentucky →

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan in the asset neighbourhood

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings PlanNewcomb Oil Co., LLC Profit …$30MEver-Green Energy, Inc. 401(k) Salary Deferral Retirement Plan - Office & SupervisoryEver-Green Energy, Inc. 401(…$30MWood County Telephone Company Savings PlanWood County Telephone Compan…$30MCapital Credit Union 401(k) Plan and TrustCapital Credit Union 401(k) …$30MConference Technologies, Inc. 401(k) Profit Sharing Plan & TrustConference Technologies, Inc…$30M
End-of-year total assets ($M) among Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN610597969
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newcomb Oil Co., LLC)

Sponsor-wide plan assets over time

All Newcomb Oil Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 38.38136306846687% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.8M $33M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 1,056 $24M
2023 1 872 $30M
2024 1 961 $33M

Nearby 401(k) Plans in Kentucky

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

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan, Total assets ($B): 0.0298551 · Participants: 872Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan side-by-side with 3 peers →

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Capital Credit Union 401(k) Plan and Trust in WI ($30M); by covered participants it is Quincy Medical Group Retirement Trust in IL (872 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (872 participants); 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 Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan assets move in 2023? ▼
Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan grew sharply - up 25.3% during 2023, from $24M to $30M. Reported net income was $6M.
How have Newcomb Oil Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newcomb Oil Co., LLC's sponsor-wide assets grew 38.4%, from $24M to $33M.
Where does Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Credit Union 401(k) Plan and Trust in WI ($30M, 444 participants).
Which 401(k) plans cover a similar participant headcount to Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quincy Medical Group Retirement Trust in IL (872 participants, N/A 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 610597969.

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.