401(k) · DOL Form 5500 · 2024

New American Funding, LLC 401(k) Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
3,738
Participants Above avg headcount
93rd
Percentile by assets National rank
$39,716
Avg per participant Low balance/head
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Official DOL plan name: New American Funding, LLC 401(k) Plan · Sponsored by New American Funding, LLC · California · Finance & Insurance

$148M in assets, 3,738 participants

New American Funding, LLC's New American Funding, LLC 401(k) Plan reported $148M in total assets and 3,738 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,588 in Finance & Insurance (8,549 peers)

Coverage in California

New American Funding, LLC 401(k) Plan covers 3,738 participants in California, 5.9x the typical California plan (state average ~630 per filing). Assets: $148M.

#7,588
in Finance & Insurance (8,549 peers)
+22.6%
assets growth YoY
1.5×
vs typical plan assets (national mean)

New American Funding, LLC 401(k) Plan's outsized position by total assets

New American Funding, LLC 401(k) Plan vs every filed plan by assets

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

$148,460,216 Top 7% higher than 93% 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 American Funding, LLC 401(k) 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 American Funding, LLC 401(k) Plan lands in the large band (3,738 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New American Funding, LLC 401(k) Plan end-of-year assets rose from $121M in the plan year 2023 filing to $148M in the plan year 2024 filing.
  • New American Funding, LLC 401(k) Plan reported net income rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • New American Funding, LLC 401(k) Plan reported participants rose from 3,394 in the plan year 2023 filing to 3,738 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 010726495 · New American Funding, LLC PY 2024 · 401(k)

New American Funding, LLC 401(k) Plan · $148M · 3,738 · 93rd

  • RANK $148M
  • PHOTO 3,738
  • IND 93rd
  • EOY 401(k)
  • 5500 near Meso Scale Diagnostics 401(k) Plan
  • ASSETS ind #7588

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 California →

New American Funding, LLC 401(k) Plan in the asset neighbourhood

Edw. C. Levy Co. Capital Accumulation PlanEdw. C. Levy Co. Capital Acc…$149MSumco Phoenix Corporation Savings and Retirement PlanSumco Phoenix Corporation Sa…$149MMeso Scale Diagnostics 401(k) PlanMeso Scale Diagnostics 401(k…$148MNew American Funding, LLC 401(k) PlanNew American Funding, LLC 40…$148MChristie's Inc. 401(k) Savings PlanChristie's Inc. 401(k) Savin…$148M
End-of-year total assets ($M) among New American Funding, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$148M
Net Income$27M
Employer EIN010726495
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New American Funding, LLC)

Sponsor-wide plan assets over time

All New American Funding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$148M 51.76761167748152% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $97.8M $148M ▲ +51.8%
Year Plans Participants Total Assets
2022 1 4,410 $98M
2023 1 3,394 $121M
2024 1 3,738 $148M

Nearby 401(k) Plans in California

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

New American Funding, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants New American Funding, LLC 401(k) Plan, Total assets ($B): 0.148460216 · Participants: 3738New American Funding, LLC 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
New American Funding, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare New American Funding, LLC 401(k) Plan side-by-side with 3 peers →

New American Funding, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Meso Scale Diagnostics 401(k) Plan in MD ($148M); by covered participants it is Hilti Retirement Savings Plan in OK (3,737 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($148M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,738 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 American Funding, LLC 401(k) Plan assets move in 2024? ▼
New American Funding, LLC 401(k) Plan grew sharply - up 22.6% during 2024, from $121M to $148M. Reported net income was $27M.
How have New American Funding, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New American Funding, LLC's sponsor-wide assets grew 51.8%, from $98M to $148M.
Where does New American Funding, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
New American Funding, LLC 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to New American Funding, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meso Scale Diagnostics 401(k) Plan in MD ($148M, 940 participants).
Which 401(k) plans cover a similar participant headcount to New American Funding, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hilti Retirement Savings Plan in OK (3,737 participants, $686M 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 010726495.

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.