401(k) · DOL Form 5500 · 2024

New Valley Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$165K
Total assets Small plan by assets
1
Participants Small participant base
9th
Percentile by assets National rank
$165,440
Avg per participant Above avg balance/head
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Official DOL plan name: New Valley Enterprises, Inc. 401(k) Plan · Sponsored by New Valley Enterprises, Inc. · Tennessee · Finance & Insurance

$165K in assets, 1 participants

New Valley Enterprises, Inc.'s New Valley Enterprises, Inc. 401(k) Plan reported $165K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 9th 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.

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

New Valley Enterprises, Inc. multi-year trail

New Valley Enterprises, Inc.'s plans moved -50.9% in assets from 2022 to 2024; this filing shows New Valley Enterprises, Inc. 401(k) Plan at $165K / 1 participant.

#400
in Finance & Insurance (8,549 peers)
+64.5%
assets growth YoY

New Valley Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

New Valley Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$165,440 9th percentile higher than 9% 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 Valley Enterprises, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New Valley Enterprises, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • New Valley Enterprises, Inc. 401(k) Plan reported net income rose from -$236K in the plan year 2023 filing to $65K in the plan year 2024 filing.
  • New Valley Enterprises, Inc. 401(k) Plan end-of-year assets rose from $101K in the plan year 2023 filing to $165K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 844024648 · New Valley Enterprises, Inc. PY 2024 · 401(k)

New Valley Enterprises, Inc. 401(k) Plan · $165K · 1 · 9th

  • IND $165K
  • EOY 1
  • 5500 9th
  • ASSETS 401(k)
  • PCT near Mibizonline Inc. 401(k) Plan
  • EIN ind #400

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 Tennessee →

New Valley Enterprises, Inc. 401(k) Plan in the asset neighbourhood

New Valley Enterprises, Inc. 401(k) PlanNew Valley Enterprises, Inc.…$165KMibizonline Inc. 401(k) Plan$165KJdb Capital, Inc. 401(k) Plan$165KExterior Construction Services, Inc. 401(k) PlanExterior Construction Servic…$165KGlam Squad, Inc. 401(k) Profit Sharing PlanGlam Squad, Inc. 401(k) Prof…$166K
End-of-year total assets ($M) among New Valley Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Valley Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All New Valley Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$165K 50.91777005758499% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.34M $0.17M ▼ -50.0%
Year Plans Participants Total Assets
2022 1 1 $337K
2023 1 1 $101K
2024 1 1 $165K

New Valley Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$101K
Net Assets (End of Year)$165K
Net Income$65K
Employer EIN844024648
Plan Effective Date2019-12-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

New Valley Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants New Valley Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.00016544 · Participants: 1New Valley Enterprises, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
New Valley Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare New Valley Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

New Valley Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Mibizonline Inc. 401(k) Plan in MI ($165K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($165K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Valley Enterprises, Inc. 401(k) Plan assets move in 2024? ▼
New Valley Enterprises, Inc. 401(k) Plan surged - up 64.5% during 2024, from $101K to $165K. Reported net income was $65K.
How have New Valley Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), New Valley Enterprises, Inc.'s sponsor-wide assets declined 50.9%, from $337K to $165K.
Where does New Valley Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
New Valley Enterprises, Inc. 401(k) Plan ranks in the 9th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to New Valley Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mibizonline Inc. 401(k) Plan in MI ($165K, 1 participant).
Which 401(k) plans cover a similar participant headcount to New Valley Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 844024648.

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.