401(k) · DOL Form 5500 · 2024

New Leaders, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
124
Participants Small participant base
64th
Percentile by assets National rank
$119,866
Avg per participant Near avg balance/head
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Official DOL plan name: New Leaders 401(k) Profit Sharing Plan & Trust · Sponsored by New Leaders, Inc. · New York · Educational Services

$15M in assets, 124 participants

New Leaders, Inc.'s New Leaders 401(k) Profit Sharing Plan & Trust reported $15M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #1,710 in Educational Services (3,638 peers)

Coverage in New York

New Leaders 401(k) Profit Sharing Plan & Trust covers 124 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $15M.

#1,710
in Educational Services (3,638 peers)
+4.2%
assets growth YoY

New Leaders 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Educational Services and all filers

New Leaders 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$14,863,337 Top 36% higher than 64% 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

New Leaders 401(k) Profit Sharing Plan & Trust 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 Leaders 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • New Leaders 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $594K in the plan year 2024 filing.
  • New Leaders 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2024 filing.
  • New Leaders 401(k) Profit Sharing Plan & Trust reported participants fell from 137 in the plan year 2022 filing to 124 in the plan year 2024 filing.

See the national 2022→2024 release diff →

DOL schedule card

Filing strip 043519203 · New Leaders, Inc. PY 2024 · 401(k)

New Leaders 401(k) Profit Sharing Plan & Trust · $15M · 124 · 64th

  • IND $15M
  • EOY 124
  • 5500 64th
  • ASSETS 401(k)
  • PCT near Delta Consulting Group, Inc. Retirement Plan
  • EIN ind #1710

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 Educational Services retirement plans → · Plans in New York →

New Leaders 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

New Leaders 401(k) Profit Sharing Plan & TrustNew Leaders 401(k) Profit Sh…$15MDelta Consulting Group, Inc. Retirement PlanDelta Consulting Group, Inc.…$15MEmpower Pharmacy 401(k) Plan$15MXla 401(k) Plan$15MPirkey Barber PLLC 401(k) PlanPirkey Barber PLLC 401(k) Pl…$15M
End-of-year total assets ($M) among New Leaders 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$594K
Employer EIN043519203
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Leaders, Inc.)

Sponsor-wide plan assets over time

All New Leaders, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 22.97565545953032% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 20222024 $12.1M $14.9M ▲ +22.9%
Year Plans Participants Total Assets
2022 1 137 $12M
2024 1 124 $15M

Nearby 401(k) Plans in New York

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

New Leaders 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants New Leaders 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.014863337 · Participants: 124New Leaders 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
New Leaders 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare New Leaders 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

New Leaders 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Delta Consulting Group, Inc. Retirement Plan in VA ($15M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 New Leaders 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
New Leaders 401(k) Profit Sharing Plan & Trust edged up modestly - up 4.2% during 2024, from $14M to $15M. Reported net income was $594K.
How have New Leaders, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), New Leaders, Inc.'s sponsor-wide assets grew 23.0%, from $12M to $15M.
Which 401(k) plans are similar in size to New Leaders 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Delta Consulting Group, Inc. Retirement Plan in VA ($15M, 67 participants).
Which 401(k) plans cover a similar participant headcount to New Leaders 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants, N/A 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 043519203.

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.