Profit Sharing · DOL Form 5500 · 2024

Newton Clinic, P.C. Profit Sharing Plan

Data updated 2026-07-24

$17M
Total assets: 43
Participants: 66th
Percentile by assets: $384,090
Avg per participant

Official DOL plan name: Newton Clinic, P.C. Profit Sharing Plan · Sponsored by Newton Clinic, P.C. · Iowa · Healthcare & Social Assistance

$17M in assets, 43 participants

Newton Clinic, P.C.'s Newton Clinic, P.C. Profit Sharing Plan reported $17M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

66th percentile by assets (of 116,472 plans)

Newton Clinic, P.C. multi-year trail

Newton Clinic, P.C.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows Newton Clinic, P.C. Profit Sharing Plan at $17M / 43 participants.

$17M
total plan assets (2024 EOY): 43
covered participants: 66th
percentile by assets (of 116,472 plans): $384,090
avg assets per participant

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Newton Clinic, P.C. Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
Newton Clinic, P.C. Profit Sharing Plan end-of-year assets fell from $18M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Newton Clinic, P.C. Profit Sharing Plan reported participants rose from 42 in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Iowa

Industry

Healthcare & Social Assistance

Newton Clinic, P.C. across 3 plan years on file

Across the 3 plan years Newton Clinic, P.C. has on file (2022-2024), sponsor-wide plan assets have moved from $18M to $23M, a gain of 25.6%, while reported participants moved from 98 to 86 (-12.2%). Peak year by sponsor assets: 2023 ($24M); trough: 2022 ($18M).

Newton Clinic, P.C. multi-year asset trail

Total plan assets by year, all Newton Clinic, P.C. plans on file

Year	Plans	Participants	Total Assets
2022	2	98	$18M
2023	2	84	$24M
2024	2	86	$23M

Newton Clinic, P.C. filing trail (2024)

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$17M
Net Income	-$2M
Employer EIN	421131083
Plan Effective Date	1974-12-30
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Iowa

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Newton Clinic, P.C. Profit Sharing Plan vs. nearby Profit Sharing plans in Iowa, assets vs. participants

Dordt University Defined Contribution Retirement Plan $61M · 322
Medtec LLC 401(k) Retirement Plan $30M · 279
Burgess Health Center 403(b) Plan $16M · 272
Peterson Genetics, Inc. Profit Sharing Plan $15M · 23
Mahaska Bottling Company 401(k) Plan $15M · 262

Compare Newton Clinic, P.C. Profit Sharing Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Newton Clinic, P.C. Profit Sharing Plan by total assets, not by location.

Sacramento Rendering Co Profit Sharing Plan (CA) $17M · 87
Garippa Lotz & Giannuario PC Profit Sharing Plan (NJ) $17M · 11
Vna of Care New England 403(b) Plan (RI) $17M · 176
Olhsa Profit Sharing Retirement Plan (MI) $16M · 290

Frequently Asked Questions

How did Newton Clinic, P.C. Profit Sharing Plan assets move in 2024? ▼

Newton Clinic, P.C. Profit Sharing Plan pulled back noticeably - down 8.5% during 2024, from $18M to $17M. Reported net income was -$2M.

How have Newton Clinic, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Newton Clinic, P.C.'s sponsor-wide assets grew 25.6%, from $18M to $23M.

Which Profit Sharing plans are similar in size to Newton Clinic, P.C. Profit Sharing Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Sacramento Rendering Co Profit Sharing Plan in CA ($17M, 87 participants).

Next read for Newton Clinic, P.C. Profit Sharing Plan

Multi-year trail

Ways to act on Newton Clinic, P.C. Profit Sharing Plan's numbers.

By total assets, Newton Clinic, P.C. Profit Sharing Plan ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Iowa. Compare plans
Newton Clinic, P.C.'s sponsor-wide assets have grown 25.6% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

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 421131083.

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.