401(k) · DOL Form 5500 · 2024

Newco, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
19
Participants Small participant base
44th
Percentile by assets National rank
$296,608
Avg per participant High balance/head
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Official DOL plan name: Newco, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Newco, Inc. · Colorado · Wholesale Trade

$6M in assets, 19 participants

Newco, Inc.'s Newco, Inc. 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,060 in Wholesale Trade (6,080 peers)

2024 asset change

Newco, Inc. 401(k) Profit Sharing Plan & Trust declined sharply 19.7% in 2024 ($7M → $6M) for 19 participants.

#2,060
in Wholesale Trade (6,080 peers)
-19.7%
assets change YoY

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.

Newco, Inc. 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Newco, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,635,543 44th percentile higher than 44% 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

Newco, Inc. 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newco, Inc. 401(k) Profit Sharing Plan & Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newco, Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $1M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Newco, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Newco, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 20 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 840533758 · Newco, Inc. PY 2024 · 401(k)

Newco, Inc. 401(k) Profit Sharing Plan & Trust · $6M · 19 · 44th

  • 5500 $6M
  • 5500 19
  • 5500 44th
  • 5500 401(k)
  • 5500 near Inasmuch Foundation Retirement Plan
  • 5500 ind #2060

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 Wholesale Trade retirement plans → · Plans in Colorado →

Newco, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Newco, Inc. 401(k) Profit Sharing Plan & TrustNewco, Inc. 401(k) Profit Sh…$6MInasmuch Foundation Retirement PlanInasmuch Foundation Retireme…$6MHighgate Retirement Living 401(k)/Profit Sharing PlanHighgate Retirement Living 4…$6MEhnb 401(k) Plan$6MHartlage Management Company Retirement Savings PlanHartlage Management Company …$6M
End-of-year total assets ($M) among Newco, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Newco, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Newco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 6.246336930676055% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6.01M $5.64M ▼ -6.2%
Year Plans Participants Total Assets
2022 1 20 $6M
2023 1 20 $7M
2024 1 19 $6M

2024 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$1M
Employer EIN840533758
Plan Effective Date2016-03-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Newco, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Newco, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005635543 · Participants: 19Newco, Inc. 401(k) Profit Sharing Plan & TrustDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Newco, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Newco, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Newco, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Inasmuch Foundation Retirement Plan in OK ($6M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Newco, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Newco, Inc. 401(k) Profit Sharing Plan & Trust declined sharply - down 19.7% during 2024, from $7M to $6M. Reported net income was -$1M.
How have Newco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newco, Inc.'s sponsor-wide assets declined 6.2%, from $6M to $6M.
Which 401(k) plans are similar in size to Newco, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Inasmuch Foundation Retirement Plan in OK ($6M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Newco, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants, $412K 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 840533758.

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.