401(k) · DOL Form 5500 · 2024

Newcap, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
128
Participants Small participant base
55th
Percentile by assets National rank
$74,490
Avg per participant Below avg balance/head
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Official DOL plan name: 403(b) Thrift Plan for Employees of Newcap, Inc. · Sponsored by Newcap, Inc. · Wisconsin · Healthcare & Social Assistance

$10M in assets, 128 participants

Newcap, Inc.'s 403(b) Thrift Plan for Employees of Newcap, Inc. reported $10M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,169 in Healthcare & Social Assistance (16,916 peers)

Coverage in Wisconsin

403(b) Thrift Plan for Employees of Newcap, Inc. covers 128 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.

#10,169
in Healthcare & Social Assistance (16,916 peers)
+2.6%
assets growth YoY

403(b) Thrift Plan for Employees of Newcap, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

403(b) Thrift Plan for Employees of Newcap, Inc. vs every filed plan by assets

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

$9,534,664 Top 45% higher than 55% 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

403(b) Thrift Plan for Employees of Newcap, 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 Employees of Newcap, Inc. sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 403(b) Thrift Plan for Employees of Newcap, Inc. reported net income fell from $923K in the plan year 2023 filing to $244K in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Newcap, Inc. reported participants fell from 142 in the plan year 2023 filing to 128 in the plan year 2024 filing.
  • 403(b) Thrift Plan for Employees of Newcap, Inc. end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 391050492 · Newcap, Inc. PY 2024 · 401(k)

403(b) Thrift Plan for Employees of Newcap, Inc. · $10M · 128 · 55th

  • EBSA $10M
  • PART 128
  • TYPE 55th
  • NET 401(k)
  • BOOK near Hope House Foundation, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #10169

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 Wisconsin →

403(b) Thrift Plan for Employees of Newcap, Inc. in the asset neighbourhood

Thomas Allen, Incorporated Profit Sharing PlanThomas Allen, Incorporated P…$10M403(b) Thrift Plan for Employees of Newcap, Inc.403(b) Thrift Plan for Emplo…$10MHope House Foundation, Inc. 401(k) Profit Sharing PlanHope House Foundation, Inc. …$10M35 Technologies Group, Inc. 401(k) Profit Sharing Plan35 Technologies Group, Inc. …$10MBacken & Backen 401(k) Plan$10M
End-of-year total assets ($M) among 403(b) Thrift Plan for Employees of Newcap, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$244K
Employer EIN391050492
Plan Effective Date1998-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newcap, Inc.)

Sponsor-wide plan assets over time

All Newcap, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 13.951406348542008% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.37M $9.53M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 97 $8M
2023 1 142 $9M
2024 1 128 $10M

Nearby 401(k) Plans in Wisconsin

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

403(b) Thrift Plan for Employees of Newcap, Inc. vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants 403(b) Thrift Plan for Employees of Newcap, Inc., Total assets ($B): 0.009534664 · Participants: 128403(b) Thrift Plan for Employees of Newcap, Inc.Advocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
403(b) Thrift Plan for Employees of Newcap, Inc. vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare 403(b) Thrift Plan for Employees of Newcap, Inc. side-by-side with 3 peers →

403(b) Thrift Plan for Employees of Newcap, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Hope House Foundation, Inc. 401(k) Profit Sharing Plan in VA ($10M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 403(b) Thrift Plan for Employees of Newcap, Inc. assets move in 2024? ▼
403(b) Thrift Plan for Employees of Newcap, Inc. edged up modestly - up 2.6% during 2024, from $9M to $10M. Reported net income was $244K.
How have Newcap, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newcap, Inc.'s sponsor-wide assets grew 14.0%, from $8M to $10M.
Which 401(k) plans are similar in size to 403(b) Thrift Plan for Employees of Newcap, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Hope House Foundation, Inc. 401(k) Profit Sharing Plan in VA ($10M, 209 participants).
Which 401(k) plans cover a similar participant headcount to 403(b) Thrift Plan for Employees of Newcap, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Kingland Systems, LLC 401(k) Plan in IA (128 participants, $18M 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 391050492.

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.