Defined Benefit (Pension) · DOL Form 5500 · 2024

Newbury Corporation Pension Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
128
Participants Small participant base
88th
Percentile by assets National rank
$582,718
Avg per participant High balance/head
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Official DOL plan name: Newbury Corporation Pension Plan · Sponsored by Newbury Corporation · Massachusetts · Finance & Insurance

$75M in assets, 128 participants

Newbury Corporation's Newbury Corporation Pension Plan reported $75M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,973 in Finance & Insurance (8,549 peers)

Coverage in Massachusetts

Newbury Corporation Pension Plan covers 128 participants in Massachusetts, about 19% of the average Massachusetts filer (state average ~659 per filing). Assets: $75M.

#6,973
in Finance & Insurance (8,549 peers)
-6.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Newbury Corporation Pension Plan's outsized position by total assets

Newbury Corporation Pension Plan vs every filed plan by assets

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

$74,587,889 Top 12% higher than 88% 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

Newbury Corporation Pension 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. Newbury Corporation Pension Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newbury Corporation Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Newbury Corporation Pension Plan end-of-year assets fell from $80M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Newbury Corporation Pension Plan reported participants rose from 125 in the plan year 2023 filing to 128 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 042426613 · Newbury Corporation PY 2024 · Defined Benefit (Pension)

Newbury Corporation Pension Plan · $75M · 128 · 88th

  • ASSETS $75M
  • ASSETS 128
  • ASSETS 88th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees
  • ASSETS ind #6973

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Newbury Corporation Pension Plan in the asset neighbourhood

Southern Ohio Medical Center Cash Balance Pension PlanSouthern Ohio Medical Center…$75MEmployees' Retirement Plan of Bank of HawaiiEmployees' Retirement Plan o…$75MSouth Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas EmployeesSouth Jersey Industries, Inc…$75MNewbury Corporation Pension PlanNewbury Corporation Pension …$75MDnb Bank Asa, New York Branch Pension PlanDnb Bank Asa, New York Branc…$75M
End-of-year total assets ($M) among Newbury Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$75M
Net Income-$1M
Employer EIN042426613
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newbury Corporation)

Sponsor-wide plan assets over time

All Newbury Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$132M 0.4409055702974397% vs 2022
2024 filing year
$131M$132M$133M$134M 202220232024 $132M $132M ▼ -0.4%
Year Plans Participants Total Assets
2022 2 272 $132M
2023 2 267 $134M
2024 2 271 $132M

Nearby Defined Benefit (Pension) Plans in Massachusetts

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Newbury Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Newbury Corporation Pension Plan, Total assets ($B): 0.074587889 · Participants: 128Newbury Corporation Pension PlanConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Newbury Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Newbury Corporation Pension Plan side-by-side with 3 peers →

Newbury Corporation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees in NJ ($75M); by covered participants it is Kohler Credit Union Defined Benefit Plan in WI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Newbury Corporation Pension Plan assets move in 2024? ▼
Newbury Corporation Pension Plan pulled back noticeably - down 6.3% during 2024, from $80M to $75M. Reported net income was -$1M.
How have Newbury Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newbury Corporation's sponsor-wide assets declined 0.4%, from $132M to $132M.
Where does Newbury Corporation Pension Plan rank by assets among Form 5500 filers? ▼
Newbury Corporation Pension Plan ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Newbury Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is South Jersey Industries, Inc. Retirement Plan for Elizabethtown and Elkton Gas Employees in NJ ($75M, 196 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Newbury Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kohler Credit Union Defined Benefit Plan in WI (128 participants, $16M 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 042426613.

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.