401(k) · DOL Form 5500 · 2024
Salisbury House, LLC 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 2,742
- Participants Above avg headcount
- 87th
- Percentile by assets National rank
- $22,923
- Avg per participant Low balance/head
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.
- #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.
- #2,760
- in Educational Services (3,638 peers)
- +38.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
New Story Retirement Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
New Story Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Story Retirement Plan lands in the large band (2,742 participants).
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.
Form 5500 schedule snapshot
Filing strip 522085789 · Salisbury House, LLC PY 2024 · 401(k)
New Story Retirement Plan · $63M · 2,742 · 87th
- VS-ST $63M
- VS-ST 2,742
- VS-ST 87th
- VS-ST 401(k)
- VS-ST near Frontage Laboratories Inc. 401(k) Plan
- VS-ST ind #2760
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 Maryland →
New Story Retirement Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $11M |
| Employer EIN | 522085789 |
| Plan Effective Date | 1996-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Salisbury House, LLC)
Sponsor-wide plan assets over time
All Salisbury House, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $63M 101.00667973107112% vs 2022
- 2024 filing year
| 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.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
New Story Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Frontage Laboratories Inc. 401(k) Plan in PA ($63M); by covered participants it is Dst Systems, Inc. 401(k) Profit Sharing Plan in CT (2,743 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Frontage Laboratories Inc. 401(k) Plan (PA) $63M · 731
- Beasley, Allen, Crow, Methvin, Portis & Miles, PC 401(k) Profit Sharing Plan (AL) $63M · 253
- Waukesha Gas Engines 401(k) Plan (WI) $63M · 476
- Accuris 401(k) Plan (CO) $63M · 284
Similar participant headcount
Nearest other-state filings by covered participants (2,742 participants); asset peers above are excluded.
- Dst Systems, Inc. 401(k) Profit Sharing Plan (CT) 2,743 · 1 off
- Carpenter Co. Employee Savings & Investment Plan (VA) 2,744 · 2 off
- Citi Trends, Inc. 401(k) Profit Sharing Plan (GA) 2,740 · 2 off
- Chobani Global Holdings, LLC 401(k) Profit Sharing Plan & Trust (NY) 2,739 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.