401(k) · DOL Form 5500 · 2024

Newk's Holding Company, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
313
Participants Below avg headcount
44th
Percentile by assets National rank
$17,642
Avg per participant Low balance/head
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Official DOL plan name: Newk's 401(k) Plan · Sponsored by Newk's Holding Company, LLC · Mississippi · Food Services & Accommodation

$6M in assets, 313 participants

Newk's Holding Company, LLC's Newk's 401(k) Plan reported $6M in total assets and 313 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,855 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Newk's 401(k) Plan ranks #2,855 of 3,672 2024 filers by assets (354% of the sector average)-$6M for 313 participants.

#2,855
in Food Services & Accommodation (3,672 peers)
+15.6%
assets growth YoY

Newk's 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Newk's 401(k) Plan vs every filed plan by assets

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

$5,522,005 44th percentile higher than 44% 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

Newk's 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. Newk's 401(k) Plan sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newk's 401(k) Plan reported participants rose from 258 in the plan year 2023 filing to 313 in the plan year 2024 filing.
  • Newk's 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Newk's 401(k) Plan reported net income fell from $852K in the plan year 2023 filing to $744K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202221622 · Newk's Holding Company, LLC PY 2024 · 401(k)

Newk's 401(k) Plan · $6M · 313 · 44th

  • NET $6M
  • BOOK 313
  • VS-ST 44th
  • BOY 401(k)
  • SCH near R.L. Jordan Oil Company of Nc, Inc. 401(k)
  • EBSA ind #2855

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 Food Services & Accommodation retirement plans → · Plans in Mississippi →

Newk's 401(k) Plan in the asset neighbourhood

Newk's 401(k) Plan$6MR.L. Jordan Oil Company of Nc, Inc. 401(k)R.L. Jordan Oil Company of N…$6MRyco 401(k) Plan$6MBmc Growth Fund II, LLC 401(k) PlanBmc Growth Fund II, LLC 401(…$6MSrf Personnel, Inc. Employees Qualified Investment Plan and TrustSrf Personnel, Inc. Employee…$6M
End-of-year total assets ($M) among Newk's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$744K
Employer EIN202221622
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newk's Holding Company, LLC)

Sponsor-wide plan assets over time

All Newk's Holding Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 40.64355703075792% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $3.93M $5.52M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 215 $4M
2023 1 258 $5M
2024 1 313 $6M

Nearby 401(k) Plans in Mississippi

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

Newk's 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants Newk's 401(k) Plan, Total assets ($M): 5.522005 · Participants: 313Newk's 401(k) PlanCadence 401(k) Profit-Sharing Plan, Total assets ($M): 817.14825 · Participants: 6117Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 770.769507 · Participants: 3508Ergon 401(k) PlanV2x 401(k) Retirement Plan, Total assets ($M): 644.420569 · Participants: 6644V2x 401(k) Retirement PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 607.648166 · Participants: 3561Hancock Whitney Corporation 401(k) Savings PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 528.338892 · Participants: 2689Southern Farm Bureau and Adopting Companies 401(k) Plan
Newk's 401(k) Plan vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Newk's 401(k) Plan side-by-side with 3 peers →

Newk's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is R.L. Jordan Oil Company of Nc, Inc. 401(k) in SC ($6M); by covered participants it is 403(b) Thrift Plan of Waypoint in NH (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Newk's 401(k) Plan assets move in 2024? ▼
Newk's 401(k) Plan grew sharply - up 15.6% during 2024, from $5M to $6M. Reported net income was $744K.
How have Newk's Holding Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newk's Holding Company, LLC's sponsor-wide assets grew 40.6%, from $4M to $6M.
Which 401(k) plans are similar in size to Newk's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is R.L. Jordan Oil Company of Nc, Inc. 401(k) in SC ($6M, 518 participants).
Which 401(k) plans cover a similar participant headcount to Newk's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 403(b) Thrift Plan of Waypoint in NH (313 participants, $10M 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 202221622.

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.