401(k) · DOL Form 5500 · 2024

New Venture Fund 401(k) Plan

Data updated 2026-08-25

$58M
Total assets Below avg plan size
685
Participants Below avg headcount
86th
Percentile by assets National rank
$84,597
Avg per participant Below avg balance/head
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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.

  • #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.

#7,245
in Other Services (7,719 peers)
+19.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

New Venture Fund 401(k) Profit Sharing Plan's outsized position by total assets

New Venture Fund 401(k) Profit Sharing Plan vs every filed plan by assets

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

$57,948,656 Top 14% higher than 86% of 123,620 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 2024

New Venture Fund 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Venture Fund 401(k) Profit Sharing Plan sits mid-pack in the medium band (685 participants).

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.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 205806345 · New Venture Fund PY 2024 · 401(k)

New Venture Fund 401(k) Profit Sharing Plan · $58M · 685 · 86th

  • RANK $58M
  • RANK 685
  • RANK 86th
  • RANK 401(k)
  • RANK near Argon Medical Devices, Inc. 401(k) Plan
  • RANK ind #7245

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 Other Services retirement plans → · Plans in District of Columbia →

New Venture Fund 401(k) Profit Sharing Plan in the asset neighbourhood

Hubbell Incorporated Employee Savings and Investment Plan for Collectively Bargained EmployeesHubbell Incorporated Employe…$58MGcx Corporation Savings Plan$58MNew Venture Fund 401(k) Profit Sharing PlanNew Venture Fund 401(k) Prof…$58MArgon Medical Devices, Inc. 401(k) PlanArgon Medical Devices, Inc. …$58MSupreme Cabinetry Brands Retirement Savings PlanSupreme Cabinetry Brands Ret…$58M
End-of-year total assets ($M) among New Venture Fund 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$58M
Net Income$10M
Employer EIN205806345
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Venture Fund)

Sponsor-wide plan assets over time

All New Venture Fund plans reported in each filing year

Latest sponsor-wide plan assets
$58M 59.95243988885159% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $36.2M $58M ▲ +60.0%
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 Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants New Venture Fund 401(k) Profit Sharing Plan, Total assets ($B): 0.057948656 · Participants: 685New Venture Fund 401(k) Profit Sharing PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
New Venture Fund 401(k) Profit Sharing Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare New Venture Fund 401(k) Profit Sharing Plan side-by-side with 3 peers →

New Venture Fund 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Argon Medical Devices, Inc. 401(k) Plan in TX ($58M); by covered participants it is The Frank Fletcher Group 401(k) Plan in AR (685 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (685 participants); asset peers above are excluded.

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 New Venture Fund 401(k) Profit Sharing Plan assets move in 2024? ▼
New Venture Fund 401(k) Profit Sharing Plan grew sharply - up 19.8% during 2024, from $48M to $58M. Reported net income was $10M.
How have New Venture Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Venture Fund's sponsor-wide assets grew 60.0%, from $36M to $58M.
Where does New Venture Fund 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
New Venture Fund 401(k) Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to New Venture Fund 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Argon Medical Devices, Inc. 401(k) Plan in TX ($58M, 875 participants).
Which 401(k) plans cover a similar participant headcount to New Venture Fund 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Frank Fletcher Group 401(k) Plan in AR (685 participants, $24M 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 205806345.

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.