Profit Sharing · DOL Form 5500 · 2023

Newman Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
32nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Newman Holdings, Inc. Profit Sharing Plan · Sponsored by Newman Holdings, Inc. · Minnesota · Management of Enterprises

$2M in assets, 2 participants

Newman Holdings, Inc.'s Newman Holdings, Inc. Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #209 in Management of Enterprises (1,137 peers)

Newman Holdings, Inc. multi-year trail

Newman Holdings, Inc.'s plans moved +31.7% in assets from 2022 to 2024; this filing shows Newman Holdings, Inc. Profit Sharing Plan at $2M / 2 participants.

#209
in Management of Enterprises (1,137 peers)
+27.6%
assets growth YoY

Newman Holdings, Inc. Profit Sharing Plan among the smaller filed plans by assets

Newman Holdings, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,210,290 32nd percentile higher than 32% 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

Newman Holdings, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newman Holdings, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newman Holdings, Inc. Profit Sharing Plan reported net income rose from $97K in the plan year 2022 filing to $478K in the plan year 2023 filing.
  • Newman Holdings, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 263745988 · Newman Holdings, Inc. PY 2023 · Profit Sharing

Newman Holdings, Inc. Profit Sharing Plan · $2M · 2 · 32nd

  • BOOK $2M
  • BOOK 2
  • BOOK 32nd
  • BOOK Profit Sharing
  • BOOK near Finnerty Enterprises, Inc. Retirement Plan
  • BOOK ind #209

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 Management of Enterprises retirement plans → · Plans in Minnesota →

Newman Holdings, Inc. Profit Sharing Plan in the asset neighbourhood

Newman Holdings, Inc. Profit Sharing PlanNewman Holdings, Inc. Profit…$2MFinnerty Enterprises, Inc. Retirement PlanFinnerty Enterprises, Inc. R…$2MDel Mar Chiropractic Centre Profit Sharing PlanDel Mar Chiropractic Centre …$2MAsociacion De Maestros De Puerto Rico Retirement PlanAsociacion De Maestros De Pu…$2MParvez P. Jessani, Md, PC Profit Sharing PlanParvez P. Jessani, Md, PC Pr…$2M
End-of-year total assets ($M) among Newman Holdings, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Newman Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Newman Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.712838276683264% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.73M $2.28M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Newman Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$478K
Employer EIN263745988
Plan Effective Date2008-11-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

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

Newman Holdings, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Newman Holdings, Inc. Profit Sharing Plan, Total assets ($B): 0.00221029 · Participants: 2Newman Holdings, Inc. Profit Sharing PlanEssentia Health Retirement Plan, Total assets ($B): 1.947015983 · Participants: 15491Essentia Health Retirement PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.617374084 · Participants: 6062Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.905961651 · Participants: 9417Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.609806339 · Participants: 4828Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.510990463 · Participants: 19870Cargill Employee Retirement Account Plan
Newman Holdings, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Newman Holdings, Inc. Profit Sharing Plan side-by-side with 3 peers →

Newman Holdings, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Finnerty Enterprises, Inc. Retirement Plan in NC ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Newman Holdings, Inc. Profit Sharing Plan assets move in 2023? ▼
Newman Holdings, Inc. Profit Sharing Plan grew sharply - up 27.6% during 2023, from $2M to $2M. Reported net income was $478K.
How have Newman Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newman Holdings, Inc.'s sponsor-wide assets grew 31.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Newman Holdings, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Finnerty Enterprises, Inc. Retirement Plan in NC ($2M, 9 participants).
Which Profit Sharing plans cover a similar participant headcount to Newman Holdings, Inc. Profit Sharing 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263745988.

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.