401(k) · DOL Form 5500 · 2024

Newtekone, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
519
Participants Below avg headcount
82nd
Percentile by assets National rank
$80,203
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newtekone, Inc. 401(k) Plan · Sponsored by Newtekone, Inc. · New York · Management of Enterprises

$42M in assets, 519 participants

Newtekone, Inc.'s Newtekone, Inc. 401(k) Plan reported $42M in total assets and 519 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

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

Where Newtekone, Inc. 401(k) Plan sits by assets

Newtekone, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 519 participants (~$80,203/participant), up 14.2% in 2024.

#732
in Management of Enterprises (1,133 peers)
+14.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Newtekone, Inc. 401(k) Plan's outsized position by total assets

Newtekone, Inc. 401(k) Plan vs every filed plan by assets

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

$41,625,149 Top 18% higher than 82% 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

Newtekone, Inc. 401(k) 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. Newtekone, Inc. 401(k) Plan sits mid-pack in the medium band (519 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newtekone, Inc. 401(k) Plan end-of-year assets rose from $36M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Newtekone, Inc. 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Newtekone, Inc. 401(k) Plan reported participants rose from 487 in the plan year 2023 filing to 519 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 463755188 · Newtekone, Inc. PY 2024 · 401(k)

Newtekone, Inc. 401(k) Plan · $42M · 519 · 82nd

  • PHOTO $42M
  • PHOTO 519
  • PHOTO 82nd
  • PHOTO 401(k)
  • PHOTO near Avita 401(k) Profit Sharing Plan
  • PHOTO ind #732

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 New York →

Newtekone, Inc. 401(k) Plan in the asset neighbourhood

Newtekone, Inc. 401(k) Plan$42MAvita 401(k) Profit Sharing PlanAvita 401(k) Profit Sharing …$42MExostar LLC 401(k) Savings PlanExostar LLC 401(k) Savings P…$42MJ. D. Byrider 401(k) Plan$42MClaypool Electric, Inc Savings Incentive PlanClaypool Electric, Inc Savin…$42M
End-of-year total assets ($M) among Newtekone, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN463755188
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newtekone, Inc.)

Sponsor-wide plan assets over time

All Newtekone, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 47.53950358283116% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.2M $41.6M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 457 $28M
2023 1 487 $36M
2024 1 519 $42M

Nearby 401(k) Plans in New York

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

Newtekone, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Newtekone, Inc. 401(k) Plan, Total assets ($B): 0.041625149 · Participants: 519Newtekone, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Newtekone, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Newtekone, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Avita 401(k) Profit Sharing Plan in LA ($42M); by covered participants it is Bell Techlogix Savings and Retirement Plan in IN (519 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (519 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 Newtekone, Inc. 401(k) Plan assets move in 2024? ▼
Newtekone, Inc. 401(k) Plan grew at a solid clip - up 14.2% during 2024, from $36M to $42M. Reported net income was $5M.
How have Newtekone, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newtekone, Inc.'s sponsor-wide assets grew 47.5%, from $28M to $42M.
Where does Newtekone, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Newtekone, Inc. 401(k) Plan ranks in the 82nd 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 Newtekone, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avita 401(k) Profit Sharing Plan in LA ($42M, 633 participants).
Which 401(k) plans cover a similar participant headcount to Newtekone, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bell Techlogix Savings and Retirement Plan in IN (519 participants, $23M 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 463755188.

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.