401(k) · DOL Form 5500 · 2024

Newbasis, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
159
Participants Small participant base
34th
Percentile by assets National rank
$18,794
Avg per participant Low balance/head
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Official DOL plan name: Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan · Sponsored by Newbasis, LLC · California · Management of Enterprises

$3M in assets, 159 participants

Newbasis, LLC's Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan reported $3M in total assets and 159 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #261 in Management of Enterprises (1,133 peers)

Coverage in California

Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan covers 159 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $3M.

#261
in Management of Enterprises (1,133 peers)
+9.9%
assets growth YoY

Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan vs every filed plan by assets

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

$2,988,232 34th percentile higher than 34% 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

Newbasis, LLC Savings and Retirement Plan and Trust 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. Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan reported net income fell from $423K in the plan year 2023 filing to $269K in the plan year 2024 filing.
  • Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan reported participants fell from 168 in the plan year 2023 filing to 159 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 853626758 · Newbasis, LLC PY 2024 · 401(k)

Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan · $3M · 159 · 34th

  • IND $3M
  • EOY 159
  • 5500 34th
  • ASSETS 401(k)
  • PCT near Allyon, Inc. 401(k) Plan
  • EIN ind #261

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 Management of Enterprises retirement plans → · Plans in California →

Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan in the asset neighbourhood

Newbasis, LLC Savings and Retirement Plan and Trust 401(k) PlanNewbasis, LLC Savings and Re…$3MAllyon, Inc. 401(k) Plan$3MM&r Precision Machining, Inc. 401(k) PlanM&r Precision Machining, Inc…$3MHas Images Inc 401(k) Profit Sharing Plan TrustHas Images Inc 401(k) Profit…$3MRaasmm Inc. Retirement Plan$3M
End-of-year total assets ($M) among Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$269K
Employer EIN853626758
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newbasis, LLC)

Sponsor-wide plan assets over time

All Newbasis, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.081830267709215% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $2.3M $2.99M ▲ +30.0%
Year Plans Participants Total Assets
2022 1 115 $2M
2023 1 168 $3M
2024 1 159 $3M

Nearby 401(k) Plans in California

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

Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan, Total assets ($B): 0.002988232 · Participants: 159Newbasis, LLC Savings and Retirement Plan and Trust 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan side-by-side with 3 peers →

Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Allyon, Inc. 401(k) Plan in GA ($3M); by covered participants it is Innovative Control Systems, Inc. 401(k) Plan in PA (159 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (159 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 Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan assets move in 2024? ▼
Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan grew at a solid clip - up 9.9% during 2024, from $3M to $3M. Reported net income was $269K.
How have Newbasis, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newbasis, LLC's sponsor-wide assets grew 30.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allyon, Inc. 401(k) Plan in GA ($3M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Newbasis, LLC Savings and Retirement Plan and Trust 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Innovative Control Systems, Inc. 401(k) Plan in PA (159 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 853626758.

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.