401(k) · DOL Form 5500 · 2024

New Day Financial, LLC 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
322
Participants Below avg headcount
75th
Percentile by assets National rank
$82,629
Avg per participant Below avg balance/head
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Official DOL plan name: Newday USA Retirement Plan · Sponsored by New Day Financial, LLC · Florida · Finance & Insurance

$27M in assets, 322 participants

New Day Financial, LLC's Newday USA Retirement Plan reported $27M in total assets and 322 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,309 in Finance & Insurance (8,549 peers)

Where Newday USA Retirement Plan sits by assets

Newday USA Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 322 participants (~$82,629/participant), up 11.2% in 2024.

#5,309
in Finance & Insurance (8,549 peers)
+11.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Newday USA Retirement Plan's outsized position by total assets

Newday USA Retirement Plan vs every filed plan by assets

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

$26,606,380 Top 25% higher than 75% 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

Newday USA Retirement 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. Newday USA Retirement Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newday USA Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Newday USA Retirement Plan reported participants fell from 414 in the plan year 2023 filing to 322 in the plan year 2024 filing.
  • Newday USA Retirement Plan end-of-year assets rose from $24M in the plan year 2023 filing to $27M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 223887207 · New Day Financial, LLC PY 2024 · 401(k)

Newday USA Retirement Plan · $27M · 322 · 75th

  • EIN $27M
  • RANK 322
  • PHOTO 75th
  • IND 401(k)
  • EOY near Inova Surgery Centers 401(k) Plan
  • 5500 ind #5309

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 Finance & Insurance retirement plans → · Plans in Florida →

Newday USA Retirement Plan in the asset neighbourhood

Newday USA Retirement Plan$27MInova Surgery Centers 401(k) PlanInova Surgery Centers 401(k)…$27MBurness Communications 401(k) PlanBurness Communications 401(k…$27MAtlas Healthcare Partners 401(k) PlanAtlas Healthcare Partners 40…$27MU.M.C., Inc Employee 401(k) PlanU.M.C., Inc Employee 401(k) …$27M
End-of-year total assets ($M) among Newday USA Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN223887207
Plan Effective Date2003-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Day Financial, LLC)

Sponsor-wide plan assets over time

All New Day Financial, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 19.58697014157455% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.3M $26.6M ▲ +19.6%
Year Plans Participants Total Assets
2022 1 636 $22M
2023 1 414 $24M
2024 1 322 $27M

Nearby 401(k) Plans in Florida

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

Newday USA Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Newday USA Retirement Plan, Total assets ($B): 0.02660638 · Participants: 322Newday USA Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Newday USA Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Newday USA Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Inova Surgery Centers 401(k) Plan in VA ($27M); by covered participants it is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Newday USA Retirement Plan assets move in 2024? ▼
Newday USA Retirement Plan grew at a solid clip - up 11.2% during 2024, from $24M to $27M. Reported net income was $3M.
How have New Day Financial, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Day Financial, LLC's sponsor-wide assets grew 19.6%, from $22M to $27M.
Where does Newday USA Retirement Plan rank by assets among Form 5500 filers? ▼
Newday USA Retirement Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Newday USA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inova Surgery Centers 401(k) Plan in VA ($27M, 355 participants).
Which 401(k) plans cover a similar participant headcount to Newday USA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Superior Brokerage Services, Inc. 401(k) Plan in MN (322 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 223887207.

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.