401(k) · DOL Form 5500 · 2024

Newgen Operations Management LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 6,486
Participants Above avg headcount: 69th
Percentile by assets National rank: $2,951
Avg per participant Low balance/head

Official DOL plan name: 401(k) Plan · Sponsored by Newgen Operations Management LLC · California · Healthcare & Social Assistance

$19M in assets, 6,486 participants

Newgen Operations Management LLC's 401(k) Plan reported $19M in total assets and 6,486 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

#12,538 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

401(k) Plan covers 6,486 participants in California, 10x the typical California plan (state average ~630 per filing). Assets: $19M.

#12,538
in Healthcare & Social Assistance (16,916 peers): +23.9%
assets growth YoY

401(k) Plan's outsized position by total assets

401(k) Plan vs every filed plan by assets

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

$19,139,632 Top 31% higher than 69% 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

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. 401(k) Plan lands in the large band (6,486 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Published 5500 schedule card

Filing strip 834612746 · Newgen Operations Management LLC PY 2024 · 401(k)

401(k) Plan · $19M · 6,486 · 69th

IND $19M
EOY 6,486
5500 69th
ASSETS 401(k)
PCT near Nassau Candy Retirement Savings Plan
EIN ind #12538

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 Healthcare & Social Assistance retirement plans → · Plans in California →

End-of-year total assets ($M) among 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$19M
Net Income	$3M
Employer EIN	834612746
Plan Effective Date	2022-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare 401(k) Plan side-by-side with 3 peers →

401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nassau Candy Retirement Savings Plan in NY ($19M); by covered participants it is Carters 401(k) Savings Plan in GA (6,486 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Nassau Candy Retirement Savings Plan (NY) $19M · 1,019
Sharp Nec Display Solutions of America, Inc. Retirement Plan (IL) $19M · 102
Gale Associates, Inc. 401(k) Profit Sharing Plan and Trust (MA) $19M · 106
Lone Star Communications, Inc. 401(k) Profit Sharing Plan (TX) $19M · 221

Similar participant headcount

Nearest other-state filings by covered participants (6,486 participants); asset peers above are excluded.

Carters 401(k) Savings Plan (GA) 6,486 · 0 off
Erie Insurance Group Employee Savings Plan (PA) 6,484 · 2 off
The Terracon 401(k) and ESOP Plan (KS) 6,480 · 6 off
Extra Space Management, Inc. 401(k) Plan (UT) 6,495 · 9 off

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 401(k) Plan assets move in 2024? ▼

401(k) Plan grew sharply - up 23.9% during 2024, from $15M to $19M. Reported net income was $3M.

Which 401(k) plans are similar in size to 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Nassau Candy Retirement Savings Plan in NY ($19M, 1,019 participants).

Which 401(k) plans cover a similar participant headcount to 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Carters 401(k) Savings Plan in GA (6,486 participants, $319M 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 834612746.