401(k) · DOL Form 5500 · 2024

Salisbury House, LLC 401(k) Plan

Data updated 2026-08-11

$63M
Total assets
2,742
Participants
87th
Percentile by assets
$22,923
Avg per participant
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Official DOL plan name: New Story Retirement Plan · Sponsored by Salisbury House, LLC · Maryland · Educational Services

$63M in assets, 2,742 participants

Salisbury House, LLC's New Story Retirement Plan reported $63M in total assets and 2,742 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 123,622 plans)
  • #2,760 in Educational Services (3,638 peers)

Coverage in Maryland

New Story Retirement Plan covers 2,742 participants in Maryland, 3.0x the typical Maryland plan (state average ~929 per filing). Assets: $63M.

$63M
total plan assets (2024 EOY)
2,742
covered participants
87th
percentile by assets (of 123,622 plans)
$22,923
avg assets per participant

Where New Story Retirement Plan sits by total assets

New Story Retirement Plan vs every filed plan by assets

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

$62,856,236 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Story Retirement Plan reported participants rose from 1,976 in the plan year 2023 filing to 2,742 in the plan year 2024 filing.
  • New Story Retirement Plan end-of-year assets rose from $45M in the plan year 2023 filing to $63M in the plan year 2024 filing.
  • New Story Retirement Plan reported net income rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Maryland
Industry
Educational Services

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. New Story Retirement Plan reports 2,742 participants - 3.0x that state average ($63M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$63M
Net Income$11M
Employer EIN522085789
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Salisbury House, LLC)

$20M$30M$40M$50M$60M$70M 202220232024 $31.3M $62.9M ▲ +101.0%
Total plan assets by year, all Salisbury House, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,488 $31M
2023 1 1,976 $45M
2024 1 2,742 $63M

Nearby 401(k) Plans in Maryland

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

New Story Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants New Story Retirement…, Total assets ($B): 0.062856236 · Participants: 2742New Story Retirement…Lockheed Martin Corp…, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corp…Marriott Retirement …, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement …T. Rowe Price U.S. R…, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. R…Nfl Player Second Ca…, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Ca…Lockheed Martin Corp…, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corp…
New Story Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare New Story Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to New Story Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did New Story Retirement Plan assets move in 2024? ▼
New Story Retirement Plan surged - up 38.7% during 2024, from $45M to $63M. Reported net income was $11M.
How have Salisbury House, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Salisbury House, LLC's sponsor-wide assets grew 101.0%, from $31M to $63M.
Where does New Story Retirement Plan rank by assets among Form 5500 filers? ▼
New Story Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to New Story Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Frontage Laboratories Inc. 401(k) Plan in PA ($63M, 731 participants).

Next read for New Story Retirement Plan

Filing takeaways

Ways to act on New Story Retirement Plan's numbers.

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 522085789.

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.