401(k) · DOL Form 5500 · 2024

Ck Newberry, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
191
Participants Below avg headcount
25th
Percentile by assets National rank
$6,803
Avg per participant Low balance/head
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Official DOL plan name: Ck Newberry, LLC 401(k) Plan · Sponsored by Ck Newberry, LLC · Texas · Construction

$1M in assets, 191 participants

Ck Newberry, LLC's Ck Newberry, LLC 401(k) Plan reported $1M in total assets and 191 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,156 in Construction (9,039 peers)

Coverage in Texas

Ck Newberry, LLC 401(k) Plan covers 191 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $1M.

#2,156
in Construction (9,039 peers)
+36.9%
assets growth YoY

Ck Newberry, LLC 401(k) Plan among the smaller filed plans by assets

Ck Newberry, LLC 401(k) Plan vs every filed plan by assets

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

$1,299,403 25th percentile higher than 25% 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

Ck Newberry, LLC 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. Ck Newberry, LLC 401(k) Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ck Newberry, LLC 401(k) Plan reported net income rose from $77K in the plan year 2023 filing to $350K in the plan year 2024 filing.
  • Ck Newberry, LLC 401(k) Plan reported participants rose from 135 in the plan year 2023 filing to 191 in the plan year 2024 filing.
  • Ck Newberry, LLC 401(k) Plan end-of-year assets rose from $950K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 844859071 · Ck Newberry, LLC PY 2024 · 401(k)

Ck Newberry, LLC 401(k) Plan · $1M · 191 · 25th

  • EBSA $1M
  • PART 191
  • TYPE 25th
  • NET 401(k)
  • BOOK near B&b Transportation Inc. 401(k) Plan
  • VS-ST ind #2156

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 Construction retirement plans → · Plans in Texas →

Ck Newberry, LLC 401(k) Plan in the asset neighbourhood

Ck Newberry, LLC 401(k) Plan$1MB&b Transportation Inc. 401(k) PlanB&b Transportation Inc. 401(…$1MSamia Companies LLC 401(k) Profit Sharing Plan & TrustSamia Companies LLC 401(k) P…$1MPvh Associates Investment Plan for Residents of the Commonwealth of Puerto RicoPvh Associates Investment Pl…$1MTarget Corporation Ventures 401(k) PlanTarget Corporation Ventures …$1M
End-of-year total assets ($M) among Ck Newberry, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$950K
Net Assets (End of Year)$1M
Net Income$350K
Employer EIN844859071
Plan Effective Date2023-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ck Newberry, LLC)

Sponsor-wide plan assets over time

All Ck Newberry, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 36.85085776453576% vs 2023
2024 filing year
$0.8M$1M$1.2M$1.4M 20232024 $0.95M $1.3M ▲ +36.8%
Year Plans Participants Total Assets
2023 1 135 $950K
2024 1 191 $1M

Nearby 401(k) Plans in Texas

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

Ck Newberry, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Ck Newberry, LLC 401(k) Plan, Total assets ($B): 0.001299403 · Participants: 191Ck Newberry, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Ck Newberry, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Ck Newberry, LLC 401(k) Plan side-by-side with 3 peers →

Ck Newberry, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is B&b Transportation Inc. 401(k) Plan in CT ($1M); by covered participants it is Brown-Campbell Company 401(k) Plan in MI (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Ck Newberry, LLC 401(k) Plan assets move in 2024? ▼
Ck Newberry, LLC 401(k) Plan surged - up 36.9% during 2024, from $950K to $1M. Reported net income was $350K.
How have Ck Newberry, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ck Newberry, LLC's sponsor-wide assets grew 36.9%, from $950K to $1M.
Where does Ck Newberry, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ck Newberry, LLC 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Ck Newberry, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is B&b Transportation Inc. 401(k) Plan in CT ($1M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Ck Newberry, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown-Campbell Company 401(k) Plan in MI (191 participants, $14M 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 844859071.

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.