Profit Sharing · DOL Form 5500 · 2024

Kathy Newman, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 2
Participants Small participant base: 26th
Percentile by assets National rank: $690,972
Avg per participant High balance/head

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Official DOL plan name: Kathy Newman Inc Psp · Sponsored by Kathy Newman, Inc. · Colorado · Real Estate

$1M in assets, 2 participants

Kathy Newman, Inc.'s Kathy Newman Inc Psp reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

#2,015 in Real Estate (4,605 peers)

What the 2024 filing shows

Kathy Newman Inc Psp holds $1M for 2 participants - about $690,972 per participant, in the lower half of filed plans by assets.

#2,015
in Real Estate (4,605 peers): -2.1%
assets change YoY

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kathy Newman Inc Psp among the smaller filed plans by assets

Kathy Newman Inc Psp vs every filed plan by assets

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

$1,381,944 26th percentile higher than 26% 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

Kathy Newman Inc Psp among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kathy Newman Inc Psp 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%)

Kathy Newman Inc Psp reported net income fell from $120K in the plan year 2023 filing to -$29K in the plan year 2024 filing.
Kathy Newman Inc Psp end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 841456705 · Kathy Newman, Inc. PY 2024 · Profit Sharing

Kathy Newman Inc Psp · $1M · 2 · 26th

IND $1M
IND 2
IND 26th
IND Profit Sharing
IND near Em, Inc. Retirement Plan
IND ind #2015

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 Real Estate retirement plans → · Plans in Colorado →

End-of-year total assets ($M) among Kathy Newman Inc Psp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	-$29K
Employer EIN	841456705
Plan Effective Date	2005-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Kathy Newman, Inc.)

Latest sponsor-wide plan assets: $1M 7.041393856256637% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$1M
2023	1	2	$1M
2024	1	2	$1M

Nearby Profit Sharing Plans in Colorado

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

Kathy Newman Inc Psp vs. nearby Profit Sharing plans in Colorado, assets vs. participants

Hensel Phelps Hourly Retirement Plan $60M · 656
Liberty Pr Mobility 401(k) Savings Plan $53M · 1,145
Amended & Restated Profit Sharing Plan of Midwest Pms $39M · 163
Peterson Company Profit-Sharing Plan $22M · 30
Morgan Energy Corporation Profit Sharing Plan $20M · 1

Compare Kathy Newman Inc Psp side-by-side with 3 peers →

Kathy Newman Inc Psp's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Em, Inc. Retirement Plan in NY ($1M); 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 ($1M here).

Em, Inc. Retirement Plan (NY) $1M · 37
Pharmachem Laboratories, Inc. Profit Sharing Plan (DE) $1M · 66
Bryte Inc. Retirement Plan (IL) $1M · 4
Color Brite Fabrics & Displays Inc Profit Sharing (OH) $1M · 6

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
Turn/Around Group Inc. Retirement Plan (OH) 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

How did Kathy Newman Inc Psp assets move in 2024? ▼

Kathy Newman Inc Psp edged down modestly - down 2.1% during 2024, from $1M to $1M. Reported net income was -$29K.

How have Kathy Newman, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Kathy Newman, Inc.'s sponsor-wide assets grew 7.0%, from $1M to $1M.

Which Profit Sharing plans are similar in size to Kathy Newman Inc Psp? ▼

Among Profit Sharing plans in other states, the closest by assets is Em, Inc. Retirement Plan in NY ($1M, 37 participants).

Which Profit Sharing plans cover a similar participant headcount to Kathy Newman Inc Psp? ▼

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 841456705.