401(k) · DOL Form 5500 · 2024

New Direction Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$976K
Total assets Small plan by assets
15
Participants Small participant base
23rd
Percentile by assets National rank
$65,080
Avg per participant Low balance/head
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Official DOL plan name: New Direction Holdings, Inc. 401(k) Plan · Sponsored by New Direction Holdings, Inc. · Texas · Management of Enterprises

$976K in assets, 15 participants

New Direction Holdings, Inc.'s New Direction Holdings, Inc. 401(k) Plan reported $976K in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #178 in Management of Enterprises (1,133 peers)

New Direction Holdings, Inc. multi-year trail

New Direction Holdings, Inc.'s plans moved -43.6% in assets from 2022 to 2024; this filing shows New Direction Holdings, Inc. 401(k) Plan at $976K / 15 participants.

#178
in Management of Enterprises (1,133 peers)
+28.3%
assets growth YoY

New Direction Holdings, Inc. 401(k) Plan among the smaller filed plans by assets

New Direction Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$976,203 23rd percentile higher than 23% 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 Direction Holdings, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Direction Holdings, Inc. 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Direction Holdings, Inc. 401(k) Plan reported net income rose from -$29K in the plan year 2023 filing to $215K in the plan year 2024 filing.
  • New Direction Holdings, Inc. 401(k) Plan reported participants rose from 5 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • New Direction Holdings, Inc. 401(k) Plan end-of-year assets rose from $761K in the plan year 2023 filing to $976K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 260247099 · New Direction Holdings, Inc. PY 2024 · 401(k)

New Direction Holdings, Inc. 401(k) Plan · $976K · 15 · 23rd

  • PCT $976K
  • EIN 15
  • RANK 23rd
  • PHOTO 401(k)
  • IND near Dkp Indiana 401(k) Plan
  • EOY ind #178

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 Management of Enterprises retirement plans → · Plans in Texas →

New Direction Holdings, Inc. 401(k) Plan in the asset neighbourhood

New Direction Holdings, Inc. 401(k) PlanNew Direction Holdings, Inc.…$976KDkp Indiana 401(k) Plan$976KJ&t Properties, Inc. 401(k) PlanJ&t Properties, Inc. 401(k) …$976KKushner Logistics Incorporated Retirement PlanKushner Logistics Incorporat…$976KRancho Cielo 401(k) Profit Sharing PlanRancho Cielo 401(k) Profit S…$976K
End-of-year total assets ($M) among New Direction Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Direction Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All New Direction Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$976K 43.583136021322986% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.73M $0.98M ▼ -43.4%
Year Plans Participants Total Assets
2022 2 29 $2M
2023 1 5 $761K
2024 1 15 $976K

New Direction Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$761K
Net Assets (End of Year)$976K
Net Income$215K
Employer EIN260247099
Plan Effective Date2007-05-17
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

New Direction Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants New Direction Holdings, Inc. 401(k) Plan, Total assets ($B): 0.000976203 · Participants: 15New Direction Holdings, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
New Direction Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare New Direction Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

New Direction Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Dkp Indiana 401(k) Plan in IN ($976K); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($976K here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Direction Holdings, Inc. 401(k) Plan assets move in 2024? ▼
New Direction Holdings, Inc. 401(k) Plan grew sharply - up 28.3% during 2024, from $761K to $976K. Reported net income was $215K.
How have New Direction Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Direction Holdings, Inc.'s sponsor-wide assets declined 43.6%, from $2M to $976K.
Where does New Direction Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
New Direction Holdings, Inc. 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to New Direction Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dkp Indiana 401(k) Plan in IN ($976K, 80 participants).
Which 401(k) plans cover a similar participant headcount to New Direction Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 260247099.

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.