401(k) · DOL Form 5500 · 2024
New Venture Fund 401(k) Plan
Data updated 2026-08-11
- $58M
- Total assets
- 685
- Participants
- 86th
- Percentile by assets
- $84,597
- Avg per participant
Official DOL plan name: New Venture Fund 401(k) Profit Sharing Plan · Sponsored by New Venture Fund · District of Columbia · Other Services
$58M in assets, 685 participants
New Venture Fund's New Venture Fund 401(k) Profit Sharing Plan reported $58M in total assets and 685 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 123,622 plans)
- #7,245 in Other Services (7,719 peers)
Coverage in District of Columbia
New Venture Fund 401(k) Profit Sharing Plan covers 685 participants in District of Columbia, about 47% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $58M.
- $58M
- total plan assets (2024 EOY)
- 685
- covered participants
- 86th
- percentile by assets (of 123,622 plans)
- $84,597
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Venture Fund 401(k) Profit Sharing Plan reported net income fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- New Venture Fund 401(k) Profit Sharing Plan end-of-year assets rose from $48M in the plan year 2023 filing to $58M in the plan year 2024 filing.
- New Venture Fund 401(k) Profit Sharing Plan reported participants fell from 712 in the plan year 2023 filing to 685 in the plan year 2024 filing.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. New Venture Fund 401(k) Profit Sharing Plan reports 685 participants - about 47% of that state average ($58M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $10M |
| Employer EIN | 205806345 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Venture Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 674 | $36M |
| 2023 | 1 | 712 | $48M |
| 2024 | 1 | 685 | $58M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
New Venture Fund 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to New Venture Fund 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did New Venture Fund 401(k) Profit Sharing Plan assets move in 2024? ▼
How have New Venture Fund plan assets changed over time? ▼
Where does New Venture Fund 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to New Venture Fund 401(k) Profit Sharing Plan? ▼
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Filing takeaways
Ways to act on New Venture Fund 401(k) Profit Sharing Plan's numbers.
- By total assets, New Venture Fund 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
- New Venture Fund's sponsor-wide assets have grown 60.0% since 2022 across 3 plan years on file. More Other Services plans