401(k) · DOL Form 5500 · 2024

The Newberry Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
41
Participants Small participant base
45th
Percentile by assets National rank
$143,457
Avg per participant Near avg balance/head
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Official DOL plan name: The Newberry Group, Inc. 401(k) Profit Sharing Plan · Sponsored by The Newberry Group, Inc. · Missouri · Information & Media

$6M in assets, 41 participants

The Newberry Group, Inc.'s The Newberry Group, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

  • #806 in Information & Media (2,822 peers)

2024 asset change

The Newberry Group, Inc. 401(k) Profit Sharing Plan grew sharply 17.1% in 2024 ($5M → $6M) for 41 participants.

#806
in Information & Media (2,822 peers)
+17.1%
assets growth YoY

The Newberry Group, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Information & Media and all filers

The Newberry Group, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$5,881,748 45th percentile higher than 45% 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

The Newberry Group, Inc. 401(k) Profit Sharing 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. The Newberry Group, Inc. 401(k) Profit Sharing Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Newberry Group, Inc. 401(k) Profit Sharing Plan reported net income rose from $536K in the plan year 2023 filing to $858K in the plan year 2024 filing.
  • The Newberry Group, Inc. 401(k) Profit Sharing Plan reported participants fell from 71 in the plan year 2023 filing to 41 in the plan year 2024 filing.
  • The Newberry Group, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $5M in the plan year 2023 filing to $6M 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 · 401(k)

The Newberry Group, Inc. 401(k) Profit Sharing Plan · $6M · 41 · 45th

  • EBSA $6M
  • EBSA 41
  • EBSA 45th
  • EBSA 401(k)
  • EBSA near Accu Die and Mold, Inc., 401(k) Retirement Plan
  • EBSA ind #806

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 Information & Media retirement plans → · Plans in Missouri →

The Newberry Group, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Newberry Group, Inc. 401(k) Profit Sharing PlanThe Newberry Group, Inc. 401…$6MAccu Die and Mold, Inc., 401(k) Retirement PlanAccu Die and Mold, Inc., 401…$6MAdept Corporation 401(k) Profit Sharing PlanAdept Corporation 401(k) Pro…$6MUnited Way of New York City 401(k) PlanUnited Way of New York City …$6MMayo Employees Federal Credit Union 401(k) PlanMayo Employees Federal Credi…$6M
End-of-year total assets ($M) among The Newberry Group, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Newberry Group, Inc. years around the 2024 move

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

2024 asset-move particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$858K
Employer EIN431755637
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

The Newberry Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants The Newberry Group, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.005881748 · Participants: 41The Newberry Group, Inc. 401(k) Profit Sharing PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
The Newberry Group, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare The Newberry Group, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Newberry Group, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Accu Die and Mold, Inc., 401(k) Retirement Plan in MI ($6M); by covered participants it is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 The Newberry Group, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
The Newberry Group, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.1% during 2024, from $5M to $6M. Reported net income was $858K.
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 401(k) plans are similar in size to The Newberry Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accu Die and Mold, Inc., 401(k) Retirement Plan in MI ($6M, 23 participants).
Which 401(k) plans cover a similar participant headcount to The Newberry Group, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Behavior Basics Inc 401(k) Profit Sharing Plan & Trust in FL (41 participants, $599K 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.