Profit Sharing · DOL Form 5500 · 2024
New Day Asset Management, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $216,742
- Avg per participant Above avg balance/head
Official DOL plan name: New Day Asset Management, Inc. Profit Sharing Plan · Sponsored by New Day Asset Management, Inc. · Texas · Finance & Insurance
$2M in assets, 8 participants
New Day Asset Management, Inc.'s New Day Asset Management, Inc. Profit Sharing Plan reported $2M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #1,480 in Finance & Insurance (8,549 peers)
New Day Asset Management, Inc. multi-year trail
New Day Asset Management, Inc.'s plans moved -11.1% in assets from 2022 to 2024; this filing shows New Day Asset Management, Inc. Profit Sharing Plan at $2M / 8 participants.
- #1,480
- in Finance & Insurance (8,549 peers)
- -8.8%
- assets change YoY
The plan reported a net loss of $167K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New Day Asset Management, Inc. Profit Sharing Plan among the smaller filed plans by assets
New Day Asset Management, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,733,935 28th percentile higher than 28% 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 Day Asset Management, Inc. Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Day Asset Management, Inc. Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Day Asset Management, Inc. Profit Sharing Plan reported net income fell from -$51K in the plan year 2023 filing to -$167K in the plan year 2024 filing.
- New Day Asset Management, Inc. Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 271752418 · New Day Asset Management, Inc. PY 2024 · Profit Sharing
New Day Asset Management, Inc. Profit Sharing Plan · $2M · 8 · 28th
- PART $2M
- TYPE 8
- NET 28th
- BOOK Profit Sharing
- VS-ST near C. Mendez-Buso Retirement Plan (Formerly Known as Crmb Radiology Csp Retirement Plan)
- BOY ind #1480
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 Texas →
New Day Asset Management, Inc. Profit Sharing Plan in the asset neighbourhood
New Day Asset Management, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All New Day Asset Management, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 11.142046863821875% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $2M |
| 2023 | 1 | 8 | $2M |
| 2024 | 1 | 8 | $2M |
New Day Asset Management, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$167K |
| Employer EIN | 271752418 |
| Plan Effective Date | 2010-01-22 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
New Day Asset Management, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is C. Mendez-Buso Retirement Plan (Formerly Known as Crmb Radiology Csp Retirement Plan) in PR ($2M); by covered participants it is Neil H. Weintraub, Dds, Sc Profit Sharing Plan in IL (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.