401(k)
2024 plan-year 401(k) DOL Form 5500

Newmark Homes 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Newmark Homes Houston, LLC · Texas · Construction

What the 2023 filing shows

Newmark Homes 401(k) Plan holds $23M for 127 participants — about $181,520 per participant, up 21.0% over the 2024 plan year.

$23M
total plan assets (2024 EOY)
127
covered participants
$181,520
avg assets per participant
+21.0%
assets growth YoY
Total Assets (2023)
$23M
Participants
127
State
Industry
Construction

What the Filing Says About Newmark Homes 401(k) Plan

Newmark Homes 401(k) Plan is a 401(k) retirement plan sponsored by Newmark Homes Houston, LLC, headquartered in Texas. As of the 2024 Form 5500 filing, the plan reports $23M in total end-of-year assets and covers 127 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 264749016, and the plan has been effective since 2010-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2024 to $23M at year-end — a gain of 21.0%. Net assets (after liabilities) closed the year at $23M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$19M
Total Assets (End of Year)$23M
Net Assets (End of Year)$23M
Net Income$4M
Plan Type401(k)
Employer EIN264749016
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newmark Homes Houston, LLC)

Year Plans Participants Total Assets
2022 1 108 N/A
2023 1 117 $19M
2024 1 127 $23M

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Frequently Asked Questions

How much money is in the Newmark Homes 401(k) Plan?
As of the 2024 Form 5500 filing, Newmark Homes 401(k) Plan holds $23M in total assets with 127 participants. It is sponsored by Newmark Homes Houston, LLC.
What type of plan is Newmark Homes 401(k) Plan?
Newmark Homes 401(k) Plan is a 401(k) plan. It has been effective since 2010-01-01. The plan is filed with the U.S. Department of Labor under EIN 264749016.
Who sponsors the Newmark Homes 401(k) Plan?
Newmark Homes 401(k) Plan is sponsored by Newmark Homes Houston, LLC, located in Texas. The sponsor's EIN is 264749016 and the plan operates in the Construction industry.
How did Newmark Homes 401(k) Plan perform in 2024?
Newmark Homes 401(k) Plan grew by 21.0% during 2024, moving from $19M to $23M in total assets. Net income was $4M.
Where can I find official filings for Newmark Homes 401(k) Plan?
Official Form 5500 filings for Newmark Homes 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 264749016 or plan name at efast.dol.gov.
How does Newmark Homes 401(k) Plan compare to other plans?
You can compare Newmark Homes 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 264749016.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.