ESOP · DOL Form 5500 · 2024

The Newberry Group, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
40
Participants Small participant base
38th
Percentile by assets National rank
$99,987
Avg per participant Below avg balance/head
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Official DOL plan name: Newberry Group Incorporated Employee Stock Ownership Plan · Sponsored by The Newberry Group, Inc. · Missouri · Professional & Technical Services

$4M in assets, 40 participants

The Newberry Group, Inc.'s Newberry Group Incorporated Employee Stock Ownership Plan reported $4M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,120 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Newberry Group Incorporated Employee Stock Ownership Plan holds $4M for 40 participants - about $99,987 per participant, in the lower half of filed plans by assets.

#7,120
in Professional & Technical Services (20,173 peers)
-4.8%
assets change YoY

The plan reported a net loss of $201K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Newberry Group Incorporated Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Newberry Group Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$3,999,476 38th percentile higher than 38% 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

Newberry Group Incorporated Employee Stock Ownership 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. Newberry Group Incorporated Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newberry Group Incorporated Employee Stock Ownership Plan reported net income rose from -$378K in the plan year 2023 filing to -$201K in the plan year 2024 filing.
  • Newberry Group Incorporated Employee Stock Ownership Plan reported participants fell from 69 in the plan year 2023 filing to 40 in the plan year 2024 filing.
  • Newberry Group Incorporated Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 431755637 · The Newberry Group, Inc. PY 2024 · ESOP

Newberry Group Incorporated Employee Stock Ownership Plan · $4M · 40 · 38th

  • TYPE $4M
  • TYPE 40
  • TYPE 38th
  • TYPE ESOP
  • TYPE near Mcdantim Employee Stock Ownership Plan
  • TYPE ind #7120

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 What is an ESOP? → · Plans in Missouri →

Newberry Group Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Newberry Group Incorporated Employee Stock Ownership PlanNewberry Group Incorporated …$4MMcdantim Employee Stock Ownership PlanMcdantim Employee Stock Owne…$4MMeier Enterprises, Inc. Employee Stock Ownership PlanMeier Enterprises, Inc. Empl…$4MGibbs M. Smith, Inc. Employee Stock Ownership PlanGibbs M. Smith, Inc. Employe…$4MAnderson Burton Construction, Inc. Employee Stock Ownership PlanAnderson Burton Construction…$4M
End-of-year total assets ($M) among Newberry Group Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$201K
Employer EIN431755637
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Newberry Group, Inc.)

Sponsor-wide plan assets over time

All The Newberry Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 8.985274251513914% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M 202220232024 $9.07M $9.88M ▲ +8.9%
Year Plans Participants Total Assets
2022 2 141 $9M
2023 2 140 $9M
2024 2 81 $10M

Nearby ESOP Plans in Missouri

Peer ESOP plans, same state, same plan type, ranked by total assets.

Newberry Group Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Newberry Group Incorporated Employee Stock Ownership Plan, Total assets ($B): 0.003999476 · Participants: 40Newberry Group Incorporated Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Newberry Group Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Newberry Group Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Newberry Group Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Mcdantim Employee Stock Ownership Plan in MT ($4M); by covered participants it is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Newberry Group Incorporated Employee Stock Ownership Plan assets move in 2024? ▼
Newberry Group Incorporated Employee Stock Ownership Plan edged down modestly - down 4.8% during 2024, from $4M to $4M. Reported net income was -$201K.
How have The Newberry Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Newberry Group, Inc.'s sponsor-wide assets grew 9.0%, from $9M to $10M.
Which ESOP plans are similar in size to Newberry Group Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mcdantim Employee Stock Ownership Plan in MT ($4M, 15 participants).
Which ESOP plans cover a similar participant headcount to Newberry Group Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Spencer County Bank Employees' Stock Ownership Plan & Trust in IN (40 participants, $2M 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 431755637.

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.