401(k) · DOL Form 5500 · 2023

New Narrative 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
260
Participants Below avg headcount
42nd
Percentile by assets National rank
$16,712
Avg per participant Low balance/head
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Official DOL plan name: New Narrative 401(k) Plan · Sponsored by New Narrative · Oregon · Healthcare & Social Assistance

$4M in assets, 260 participants

New Narrative's New Narrative 401(k) Plan reported $4M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,954 in Healthcare & Social Assistance (17,684 peers)

New Narrative multi-year trail

New Narrative's plans moved +64.9% in assets from 2022 to 2024; this filing shows New Narrative 401(k) Plan at $4M / 260 participants.

#7,954
in Healthcare & Social Assistance (17,684 peers)
+26.2%
assets growth YoY

New Narrative 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

New Narrative 401(k) Plan vs every filed plan by assets

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

$4,345,104 42nd percentile higher than 42% 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

New Narrative 401(k) 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. New Narrative 401(k) Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • New Narrative 401(k) Plan reported net income rose from $130K in the plan year 2022 filing to $901K in the plan year 2023 filing.
  • New Narrative 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • New Narrative 401(k) Plan reported participants rose from 227 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930685734 · New Narrative PY 2023 · 401(k)

New Narrative 401(k) Plan · $4M · 260 · 42nd

  • 5500 $4M
  • 5500 260
  • 5500 42nd
  • 5500 401(k)
  • 5500 near Allen Samuels Retirement Plan
  • 5500 ind #7954

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 Oregon →

New Narrative 401(k) Plan in the asset neighbourhood

New Narrative 401(k) Plan$4MAllen Samuels Retirement Plan$4MLithographic Industries, Inc. 401(k) Plan and TrustLithographic Industries, Inc…$4MZimmerman Truck Lines 401(k) PlanZimmerman Truck Lines 401(k)…$4MWorld Products Inc. 401(k) PlanWorld Products Inc. 401(k) P…$4M
End-of-year total assets ($M) among New Narrative 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Narrative multi-year asset trail

Sponsor-wide plan assets over time

All New Narrative plans reported in each filing year

Latest sponsor-wide plan assets
$6M 64.91019181049187% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.44M $5.68M ▲ +65.1%
Year Plans Participants Total Assets
2022 1 227 $3M
2023 1 260 $4M
2024 1 287 $6M

New Narrative filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$901K
Employer EIN930685734
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

New Narrative 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants New Narrative 401(k) Plan, Total assets ($B): 0.004345104 · Participants: 260New Narrative 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
New Narrative 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare New Narrative 401(k) Plan side-by-side with 3 peers →

New Narrative 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Allen Samuels Retirement Plan in TX ($4M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (260 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 New Narrative 401(k) Plan assets move in 2023? ▼
New Narrative 401(k) Plan grew sharply - up 26.2% during 2023, from $3M to $4M. Reported net income was $901K.
How have New Narrative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Narrative's sponsor-wide assets grew 64.9%, from $3M to $6M.
Which 401(k) plans are similar in size to New Narrative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allen Samuels Retirement Plan in TX ($4M, 306 participants).
Which 401(k) plans cover a similar participant headcount to New Narrative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants, $7M 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 930685734.

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.