401(k) · DOL Form 5500 · 2024

New Age Investments 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 451
Participants Below avg headcount: 53rd
Percentile by assets National rank: $19,532
Avg per participant Low balance/head

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Official DOL plan name: New Age Investments 401(k) Plan · Sponsored by New Age Investments · California · Retail Trade

$9M in assets, 451 participants

New Age Investments's New Age Investments 401(k) Plan reported $9M in total assets and 451 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

#5,104 in Retail Trade (8,048 peers)

New Age Investments multi-year trail

New Age Investments's plans moved +25.9% in assets from 2022 to 2024; this filing shows New Age Investments 401(k) Plan at $9M / 451 participants.

#5,104
in Retail Trade (8,048 peers): +3.0%
assets growth YoY

New Age Investments 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

New Age Investments 401(k) Plan vs every filed plan by assets

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

$8,808,853 Top 47% higher than 53% 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 Age Investments 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 Age Investments 401(k) Plan sits mid-pack in the medium band (451 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

New Age Investments 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $258K in the plan year 2024 filing.
New Age Investments 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 952668746 · New Age Investments PY 2024 · 401(k)

New Age Investments 401(k) Plan · $9M · 451 · 53rd

RANK $9M
PHOTO 451
IND 53rd
EOY 401(k)
5500 near Foodcorps, Inc. 401(k) Plan
ASSETS ind #5104

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 Retail Trade retirement plans → · Plans in California →

End-of-year total assets ($M) among New Age Investments 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Age Investments multi-year asset trail

Latest sponsor-wide plan assets: $9M 25.856956731144965% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	455	$7M
2023	1	447	$9M
2024	1	451	$9M

New Age Investments filing trail (2024)

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$9M
Net Income	$258K
Employer EIN	952668746
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

New Age Investments 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare New Age Investments 401(k) Plan side-by-side with 3 peers →

New Age Investments 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Foodcorps, Inc. 401(k) Plan in OR ($9M); by covered participants it is Aim Media 401(k) Plan in TX (451 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Foodcorps, Inc. 401(k) Plan (OR) $9M · 102
Jeff Ruby Culinary Entertainment 401(k) Plan (OH) $9M · 789
R & R Construction, Inc. 401(k) Profit Sharing Plan and Trust (LA) $9M · 200
Nov Inc. 401(k) Plan for Extract Employees (TX) $9M · 180

Similar participant headcount

Nearest other-state filings by covered participants (451 participants); asset peers above are excluded.

Aim Media 401(k) Plan (TX) 451 · 0 off
Health Services Advisory Group 401(k) Plan (AZ) 451 · 0 off
Novus Ag, LLC 401(k) Plan (CO) 451 · 0 off
Ipmg 401(k) Retirement Plan (IN) 451 · 0 off

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 New Age Investments 401(k) Plan assets move in 2024? ▼

New Age Investments 401(k) Plan edged up modestly - up 3.0% during 2024, from $9M to $9M. Reported net income was $258K.

How have New Age Investments plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), New Age Investments's sponsor-wide assets grew 25.9%, from $7M to $9M.

Which 401(k) plans are similar in size to New Age Investments 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Foodcorps, Inc. 401(k) Plan in OR ($9M, 102 participants).

Which 401(k) plans cover a similar participant headcount to New Age Investments 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Aim Media 401(k) Plan in TX (451 participants, $20M 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 952668746.