401(k) · DOL Form 5500 · 2024
New Concepts for Living, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 264
- Participants Below avg headcount
- 33rd
- Percentile by assets National rank
- $10,700
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan for New Concepts for Living, Inc. · Sponsored by New Concepts for Living, Inc. · New Jersey · Other Services
$3M in assets, 264 participants
New Concepts for Living, Inc.'s 403(b) Thrift Plan for New Concepts for Living, Inc. reported $3M in total assets and 264 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #4,417 in Other Services (7,719 peers)
Coverage in New Jersey
403(b) Thrift Plan for New Concepts for Living, Inc. covers 264 participants in New Jersey, about 31% of the average New Jersey filer (state average ~844 per filing). Assets: $3M.
- #4,417
- in Other Services (7,719 peers)
- +69.2%
- assets growth YoY
403(b) Thrift Plan for New Concepts for Living, Inc. among the smaller filed plans by assets
403(b) Thrift Plan for New Concepts for Living, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,824,919 33rd percentile higher than 33% 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
403(b) Thrift Plan for New Concepts for Living, Inc. 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. 403(b) Thrift Plan for New Concepts for Living, Inc. sits mid-pack in the medium band (264 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan for New Concepts for Living, Inc. end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- 403(b) Thrift Plan for New Concepts for Living, Inc. reported net income rose from $797K in the plan year 2023 filing to $1M in the plan year 2024 filing.
- 403(b) Thrift Plan for New Concepts for Living, Inc. reported participants rose from 230 in the plan year 2023 filing to 264 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 222447934 · New Concepts for Living, Inc. PY 2024 · 401(k)
403(b) Thrift Plan for New Concepts for Living, Inc. · $3M · 264 · 33rd
- ASSETS $3M
- PCT 264
- EIN 33rd
- RANK 401(k)
- PHOTO near Branded Group Retirement Readiness 401(k) Plan
- IND ind #4417
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 Other Services retirement plans → · Plans in New Jersey →
403(b) Thrift Plan for New Concepts for Living, Inc. in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 222447934 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New Concepts for Living, Inc.)
Sponsor-wide plan assets over time
All New Concepts for Living, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 223.82416932420256% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $872K |
| 2023 | 1 | 230 | $2M |
| 2024 | 1 | 264 | $3M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $52.9B · 185,532
- Verizon Savings Plan for Management Employees $29.4B · 69,218
- Johnson and Johnson Savings Plan $23.6B · 42,583
- Ernst & Young Retirement Savings Plan $18.3B · 56,714
- Merck US Savings Plan $15.0B · 27,956
403(b) Thrift Plan for New Concepts for Living, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Branded Group Retirement Readiness 401(k) Plan in CA ($3M); by covered participants it is Foxtrot Ventures 401(k) Plan in DE (264 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (264 participants); asset peers above are excluded.
- Foxtrot Ventures 401(k) Plan (DE) 264 · 0 off
- Williams Lumber Inc. 401(k) Profit Sharing Plan (NY) 264 · 0 off
- Flexe, Inc. 401(k) Plan (WA) 264 · 0 off
- Tiger Lines, LLC 401(k) Profit Sharing Plan (CA) 264 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.