Profit Sharing · DOL Form 5500 · 2024

Newman Brothers Capital Corporation Profit Sharing Plan

Data updated 2026-08-25

$531K
Total assets Small plan by assets: 2
Participants Small participant base: 18th
Percentile by assets National rank: $265,557
Avg per participant High balance/head

Official DOL plan name: Newman Brothers Capital Corporation Retirement Plan · Sponsored by Newman Brothers Capital Corporation · Tennessee · Construction

$531K in assets, 2 participants

Newman Brothers Capital Corporation's Newman Brothers Capital Corporation Retirement Plan reported $531K in total assets and 2 participants in its 2024 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.

#1,574 in Construction (9,039 peers)

What the 2024 filing shows

Newman Brothers Capital Corporation Retirement Plan holds $531K for 2 participants - about $265,557 per participant, among the smaller plans by assets on file.

#1,574
in Construction (9,039 peers): $531K
reported net income

Newman Brothers Capital Corporation Retirement Plan among the smaller filed plans by assets

Newman Brothers Capital Corporation Retirement Plan vs every filed plan by assets

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

$531,113 18th percentile higher than 18% 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

Newman Brothers Capital Corporation Retirement 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. Newman Brothers Capital Corporation Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 932518610 · Newman Brothers Capital Corporation PY 2024 · Profit Sharing

Newman Brothers Capital Corporation Retirement Plan · $531K · 2 · 18th

NET $531K
NET 2
NET 18th
NET Profit Sharing
NET near Lisa Leung Insurance Agency Inc Profit Sharing Plan
NET ind #1574

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 Construction retirement plans → · Plans in Tennessee →

End-of-year total assets ($M) among Newman Brothers Capital Corporation Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$531K
Net Income	$531K
Employer EIN	932518610
Plan Effective Date	2024-03-15
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Tennessee

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

Newman Brothers Capital Corporation Retirement Plan vs. nearby Profit Sharing plans in Tennessee, assets vs. participants

Ballad Health 401(a) Plan $486M · 4,963
Shreveport Electrical Industry Profit Sharing Plan $95M · 527
New Orleans Electrical Annuity Plan $88M · 1,393
Ulps Employee Savings Plan $78M · 236
Thompson Machinery Commerce Corp Profit Sharing Plan $58M · 944

Compare Newman Brothers Capital Corporation Retirement Plan side-by-side with 3 peers →

Newman Brothers Capital Corporation Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Tennessee, the nearest Profit Sharing by assets is Lisa Leung Insurance Agency Inc Profit Sharing Plan in CA ($531K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($531K here).

Lisa Leung Insurance Agency Inc Profit Sharing Plan (CA) $531K · 3
Highway Displays, Inc. Penson Plan (NY) $531K · 2
B & E Property Investors Inc. Retirement Plan (PA) $531K · 1
Denis W. Macdonald, M.D., P.a. Profit Sharing Plan (MD) $531K · N/A

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Johnson Goldberg & Brown, Ltd Profit Sharing Plan (IL) 2 · 0 off
Group H Capital Corporation Profit Sharing Plan and Trust (VA) 2 · 0 off
Stenorkat Corporation Profit Sharing Plan (MA) 2 · 0 off
Short Enterprises, Inc. Profit Sharing Plan and Trust (CO) 2 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Newman Brothers Capital Corporation Retirement Plan rank by assets among Form 5500 filers? ▼

Newman Brothers Capital Corporation Retirement Plan ranks in the 18th 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 Newman Brothers Capital Corporation Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Lisa Leung Insurance Agency Inc Profit Sharing Plan in CA ($531K, 3 participants).

Which Profit Sharing plans cover a similar participant headcount to Newman Brothers Capital Corporation Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 932518610.