401(k) · DOL Form 5500 · 2024

Newbury Management Company Dba/Newbury Living 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
145
Participants Small participant base
43rd
Percentile by assets National rank
$37,213
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newbury Management Company 401(k) Plan · Sponsored by Newbury Management Company Dba/Newbury Living · Iowa · Real Estate

$5M in assets, 145 participants

Newbury Management Company Dba/Newbury Living's Newbury Management Company 401(k) Plan reported $5M in total assets and 145 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,901 in Real Estate (4,605 peers)

Coverage in Iowa

Newbury Management Company 401(k) Plan covers 145 participants in Iowa, about 24% of the average Iowa filer (state average ~609 per filing). Assets: $5M.

#2,901
in Real Estate (4,605 peers)
+12.0%
assets growth YoY

Newbury Management Company 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Newbury Management Company 401(k) Plan vs every filed plan by assets

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

$5,395,858 43rd percentile higher than 43% 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

Newbury Management Company 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. Newbury Management Company 401(k) Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newbury Management Company 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Newbury Management Company 401(k) Plan reported net income fell from $636K in the plan year 2023 filing to $578K in the plan year 2024 filing.
  • Newbury Management Company 401(k) Plan reported participants rose from 133 in the plan year 2023 filing to 145 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 421350076 · Newbury Management Company Dba/Newbury Living PY 2024 · 401(k)

Newbury Management Company 401(k) Plan · $5M · 145 · 43rd

  • SCH $5M
  • EBSA 145
  • PART 43rd
  • TYPE 401(k)
  • NET near Holiday Builders, Inc. 401(k) Plan and Trust
  • BOOK ind #2901

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 Real Estate retirement plans → · Plans in Iowa →

Newbury Management Company 401(k) Plan in the asset neighbourhood

Newbury Management Company 401(k) PlanNewbury Management Company 4…$5MHoliday Builders, Inc. 401(k) Plan and TrustHoliday Builders, Inc. 401(k…$5MBom Law / Gilbert Blilie 401(k) Profit Sharing Retirement PlanBom Law / Gilbert Blilie 401…$5MNext Trucking 401(k) Plan$5M401(k) Plan for Employees of Austin Glass & Mirror, Inc.401(k) Plan for Employees of…$5M
End-of-year total assets ($M) among Newbury Management Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$578K
Employer EIN421350076
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newbury Management Company Dba/Newbury Living)

Sponsor-wide plan assets over time

All Newbury Management Company Dba/Newbury Living plans reported in each filing year

Latest sponsor-wide plan assets
$5M 29.028029422799584% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.18M $5.4M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 143 $4M
2023 1 133 $5M
2024 1 145 $5M

Nearby 401(k) Plans in Iowa

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

Newbury Management Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Newbury Management Company 401(k) Plan, Total assets ($B): 0.005395858 · Participants: 145Newbury Management Company 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Newbury Management Company 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Newbury Management Company 401(k) Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Holiday Builders, Inc. 401(k) Plan and Trust in FL ($5M); by covered participants it is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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 Newbury Management Company 401(k) Plan assets move in 2024? ▼
Newbury Management Company 401(k) Plan grew at a solid clip - up 12.0% during 2024, from $5M to $5M. Reported net income was $578K.
How have Newbury Management Company Dba/Newbury Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newbury Management Company Dba/Newbury Living's sponsor-wide assets grew 29.0%, from $4M to $5M.
Which 401(k) plans are similar in size to Newbury Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holiday Builders, Inc. 401(k) Plan and Trust in FL ($5M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Newbury Management Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lashbrook Jewelry Designs 401(k) Plan in UT (145 participants, N/A 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 421350076.

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.