401(k) · DOL Form 5500 · 2023

Newco, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
20
Participants Small participant base
51st
Percentile by assets National rank
$350,983
Avg per participant High balance/head
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Official DOL plan name: Newco, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Newco, Inc. · Colorado · Wholesale Trade

$7M in assets, 20 participants

Newco, Inc.'s Newco, Inc. 401(k) Profit Sharing Plan & Trust reported $7M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,587 in Wholesale Trade (6,309 peers)

2023 asset change

Newco, Inc. 401(k) Profit Sharing Plan & Trust grew sharply 16.8% in 2023 ($6M → $7M) for 20 participants.

#2,587
in Wholesale Trade (6,309 peers)
+16.8%
assets growth YoY

Newco, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Newco, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$7,019,650 Top 49% higher than 51% 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

Newco, Inc. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newco, Inc. 401(k) Profit Sharing Plan & Trust is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newco, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from $133K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Newco, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 840533758 · Newco, Inc. PY 2023 · 401(k)

Newco, Inc. 401(k) Profit Sharing Plan & Trust · $7M · 20 · 51st

  • BOOK $7M
  • BOOK 20
  • BOOK 51st
  • BOOK 401(k)
  • BOOK near Jrk Residential Group, Inc. 401(k) Plan
  • BOOK ind #2587

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 Wholesale Trade retirement plans → · Plans in Colorado →

Newco, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Newco, Inc. 401(k) Profit Sharing Plan & TrustNewco, Inc. 401(k) Profit Sh…$7MJrk Residential Group, Inc. 401(k) PlanJrk Residential Group, Inc. …$7MRemprex, LLC Retirement Savings PlanRemprex, LLC Retirement Savi…$7MLifeport 401(k) Plan$7MNew Page Capital, LLC 401(k) PlanNew Page Capital, LLC 401(k)…$7M
End-of-year total assets ($M) among Newco, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Newco, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Newco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 6.246336930676055% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6.01M $5.64M ▼ -6.2%
Year Plans Participants Total Assets
2022 1 20 $6M
2023 1 20 $7M
2024 1 19 $6M

2023 asset-move particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN840533758
Plan Effective Date2016-03-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Newco, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Newco, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.00701965 · Participants: 20Newco, Inc. 401(k) Profit Sharing Plan & TrustDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Newco, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Newco, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Newco, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Jrk Residential Group, Inc. 401(k) Plan in CA ($7M); by covered participants it is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (20 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 Newco, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Newco, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 16.8% during 2023, from $6M to $7M. Reported net income was $1M.
How have Newco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newco, Inc.'s sponsor-wide assets declined 6.2%, from $6M to $6M.
Which 401(k) plans are similar in size to Newco, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jrk Residential Group, Inc. 401(k) Plan in CA ($7M, 1,068 participants).
Which 401(k) plans cover a similar participant headcount to Newco, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Marietta Railroad Properties, Inc. 401(k) Plan in NY (20 participants, $521K 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 840533758.

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.