401(k) · DOL Form 5500 · 2024
New Narrative 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 287
- Participants Below avg headcount
- 44th
- Percentile by assets National rank
- $19,791
- Avg per participant Low balance/head
Official DOL plan name: New Narrative 401(k) Plan · Sponsored by New Narrative · Oregon · Healthcare & Social Assistance
$6M in assets, 287 participants
New Narrative's New Narrative 401(k) Plan reported $6M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.
- #8,087 in Healthcare & Social Assistance (16,916 peers)
New Narrative multi-year trail
New Narrative's plans moved +64.9% in assets from 2022 to 2024; this filing shows New Narrative 401(k) Plan at $6M / 287 participants.
- #8,087
- in Healthcare & Social Assistance (16,916 peers)
- +30.7%
- assets growth YoY
New Narrative 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
New Narrative 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,679,977 44th percentile higher than 44% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
New Narrative 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. New Narrative 401(k) Plan sits mid-pack in the medium band (287 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Narrative 401(k) Plan reported net income rose from $901K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- New Narrative 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- New Narrative 401(k) Plan reported participants rose from 260 in the plan year 2023 filing to 287 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 930685734 · New Narrative PY 2024 · 401(k)
New Narrative 401(k) Plan · $6M · 287 · 44th
- NET $6M
- NET 287
- NET 44th
- NET 401(k)
- NET near La Familia Cortez Restaurants 401(k) Plan
- NET ind #8087
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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →
New Narrative 401(k) Plan in the asset neighbourhood
New Narrative multi-year asset trail
Sponsor-wide plan assets over time
All New Narrative plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 64.91019181049187% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 227 | $3M |
| 2023 | 1 | 260 | $4M |
| 2024 | 1 | 287 | $6M |
New Narrative filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 930685734 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 37,293
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.7B · 8,431
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.5B · 17,047
- Xpo Logistics Retirement Savings Plan $1.9B · 5,689
- Pacificorp K Plus Employee Savings Plan $1.8B · 5,201
New Narrative 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is La Familia Cortez Restaurants 401(k) Plan in TX ($6M); by covered participants it is Capital Excavation Company 401(k) Retirement Savings Plan in TX (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.
- Capital Excavation Company 401(k) Retirement Savings Plan (TX) 287 · 0 off
- Keany Produce & Gourmet and Related Entities 401(k) Plan (MD) 287 · 0 off
- Belting Company of Cincinnati, Inc. Retirement Savings Plan (OH) 287 · 0 off
- First Savings Bank Employees' Savings & Profit Sharing Plan (IN) 287 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.