401(k) · DOL Form 5500 · 2024
A New Leaf, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 479
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $28,084
- Avg per participant Low balance/head
Official DOL plan name: A New Leaf Retirement Plan · Sponsored by A New Leaf, Inc. · Arizona · Healthcare & Social Assistance
$13M in assets, 479 participants
A New Leaf, Inc.'s A New Leaf Retirement Plan reported $13M in total assets and 479 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,386 in Healthcare & Social Assistance (16,916 peers)
A New Leaf, Inc. multi-year trail
A New Leaf, Inc.'s plans moved +53.2% in assets from 2022 to 2024; this filing shows A New Leaf Retirement Plan at $13M / 479 participants.
- #11,386
- in Healthcare & Social Assistance (16,916 peers)
- +19.3%
- assets growth YoY
A New Leaf Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
A New Leaf Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,452,455 Top 38% higher than 62% 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
A New Leaf 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. A New Leaf Retirement Plan sits mid-pack in the medium band (479 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- A New Leaf Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- A New Leaf Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- A New Leaf Retirement Plan reported participants rose from 438 in the plan year 2023 filing to 479 in the plan year 2024 filing.
DOL schedule card
Filing strip 860256667 · A New Leaf, Inc. PY 2024 · 401(k)
A New Leaf Retirement Plan · $13M · 479 · 62nd
- EBSA $13M
- EBSA 479
- EBSA 62nd
- EBSA 401(k)
- EBSA near Swiderski Equipment, Inc. Savings and Retirement Plan
- EBSA ind #11386
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 Arizona →
A New Leaf Retirement Plan in the asset neighbourhood
A New Leaf, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All A New Leaf, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 53.19922970224415% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 395 | $9M |
| 2023 | 1 | 438 | $11M |
| 2024 | 1 | 479 | $13M |
A New Leaf, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 860256667 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
A New Leaf Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Swiderski Equipment, Inc. Savings and Retirement Plan in WI ($13M); by covered participants it is Sonnenalp Properties Profit Sharing Plan in CO (479 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Swiderski Equipment, Inc. Savings and Retirement Plan (WI) $13M · 162
- Concentrus, Inc. 401(k) Plan (CA) $13M · 73
- Updater Inc. 401(k) Plan (OR) $13M · 192
- Common Cause Education Fund 401(k) Retirement Plan (DC) $13M · 127
Similar participant headcount
Nearest other-state filings by covered participants (479 participants); asset peers above are excluded.
- Sonnenalp Properties Profit Sharing Plan (CO) 479 · 0 off
- Pinnergy, Ltd. 401(k) Plan (TX) 479 · 0 off
- Infrastructure Consulting & Engineering, PLLC 401(k) Plan (SC) 479 · 0 off
- Boeing Intelligence & Analytics 401(k) Profit Sharing Plan (MD) 479 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.