Other · DOL Form 5500 · 2024

New Avenues to Independence, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
242
Participants Below avg headcount
31st
Percentile by assets National rank
$9,468
Avg per participant Low balance/head
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Official DOL plan name: New Avenues to Independence, Inc. Retirement Plan · Sponsored by New Avenues to Independence, Inc. · Ohio · Other Services

$2M in assets, 242 participants

New Avenues to Independence, Inc.'s New Avenues to Independence, Inc. Retirement Plan reported $2M in total assets and 242 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,257 in Other Services (7,719 peers)

Coverage in Ohio

New Avenues to Independence, Inc. Retirement Plan covers 242 participants in Ohio, about 32% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#4,257
in Other Services (7,719 peers)
-12.2%
assets change YoY

The plan reported a net loss of $318K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

New Avenues to Independence, Inc. Retirement Plan among the smaller filed plans by assets

New Avenues to Independence, Inc. Retirement Plan vs every filed plan by assets

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

$2,291,325 31st percentile higher than 31% 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 Avenues to Independence, Inc. Retirement 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. New Avenues to Independence, Inc. Retirement Plan sits mid-pack in the medium band (242 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Avenues to Independence, Inc. Retirement Plan reported net income fell from $416K in the plan year 2023 filing to -$318K in the plan year 2024 filing.
  • New Avenues to Independence, Inc. Retirement Plan reported participants rose from 199 in the plan year 2023 filing to 242 in the plan year 2024 filing.
  • New Avenues to Independence, Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 340871661 · New Avenues to Independence, Inc. PY 2024 · Other

New Avenues to Independence, Inc. Retirement Plan · $2M · 242 · 31st

  • RANK $2M
  • RANK 242
  • RANK 31st
  • RANK Other
  • RANK near Shine-Brite Window Cleaning Money Purchase Plan
  • RANK ind #4257

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 Other Services retirement plans → · Plans in Ohio →

New Avenues to Independence, Inc. Retirement Plan in the asset neighbourhood

Senior Services of Se Virginia 403(b) Defined Contribution PlanSenior Services of Se Virgin…$2MCcs Early Learning Retirement PlanCcs Early Learning Retiremen…$2MSmw Engineering Group, Inc. 401(k) PlanSmw Engineering Group, Inc. …$2MNew Avenues to Independence, Inc. Retirement PlanNew Avenues to Independence,…$2MShine-Brite Window Cleaning Money Purchase PlanShine-Brite Window Cleaning …$2M
End-of-year total assets ($M) among New Avenues to Independence, Inc. Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$318K
Employer EIN340871661
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Avenues to Independence, Inc.)

Sponsor-wide plan assets over time

All New Avenues to Independence, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.4546245272628475% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.19M $2.29M ▲ +4.6%
Year Plans Participants Total Assets
2022 1 233 $2M
2023 1 199 $3M
2024 1 242 $2M

Nearby Other Plans in Ohio

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

New Avenues to Independence, Inc. Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants New Avenues to Independence, Inc. Retirement Plan, Total assets ($B): 0.002291325 · Participants: 242New Avenues to Independence, Inc. Retirement PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 9.206868551 · Participants: 65407Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.729673146 · Participants: 29710Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.463799725 · Participants: 27009University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 2.074515772 · Participants: 1944Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 2.025380502 · Participants: 19570Children's Hospital Medical Center Employee Savings Plan
New Avenues to Independence, Inc. Retirement Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare New Avenues to Independence, Inc. Retirement Plan side-by-side with 3 peers →

New Avenues to Independence, Inc. Retirement Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Shine-Brite Window Cleaning Money Purchase Plan in IL ($2M); by covered participants it is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (242 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (242 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 Avenues to Independence, Inc. Retirement Plan assets move in 2024? ▼
New Avenues to Independence, Inc. Retirement Plan pulled back noticeably - down 12.2% during 2024, from $3M to $2M. Reported net income was -$318K.
How have New Avenues to Independence, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Avenues to Independence, Inc.'s sponsor-wide assets grew 4.5%, from $2M to $2M.
Which Other plans are similar in size to New Avenues to Independence, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Shine-Brite Window Cleaning Money Purchase Plan in IL ($2M, N/A participants).
Which Other plans cover a similar participant headcount to New Avenues to Independence, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Montclair Kimberley Academy Foundation Defined Contribution and Supplemental Ret. Annuity Plan in NJ (242 participants, $108M 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 340871661.

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.