401(k) · DOL Form 5500 · 2024
New Chapter, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 70th
- Percentile by assets National rank
- $106,944
- Avg per participant Below avg balance/head
Official DOL plan name: New Chapter, Inc. 401(k) Plan · Sponsored by New Chapter, Inc. · Vermont · Wholesale Trade
$19M in assets, 182 participants
New Chapter, Inc.'s New Chapter, Inc. 401(k) Plan reported $19M in total assets and 182 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #3,979 in Wholesale Trade (6,080 peers)
New Chapter, Inc. multi-year trail
New Chapter, Inc.'s plans moved +37.8% in assets from 2022 to 2024; this filing shows New Chapter, Inc. 401(k) Plan at $19M / 182 participants.
- #3,979
- in Wholesale Trade (6,080 peers)
- +16.8%
- assets growth YoY
New Chapter, Inc. 401(k) Plan's outsized position by total assets
New Chapter, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,463,720 Top 30% higher than 70% 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
New Chapter, Inc. 401(k) 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 Chapter, Inc. 401(k) Plan sits mid-pack in the medium band (182 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Chapter, Inc. 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- New Chapter, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- New Chapter, Inc. 401(k) Plan reported participants rose from 170 in the plan year 2023 filing to 182 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 030301418 · New Chapter, Inc. PY 2024 · 401(k)
New Chapter, Inc. 401(k) Plan · $19M · 182 · 70th
- PCT $19M
- EIN 182
- RANK 70th
- PHOTO 401(k)
- IND near Imagine the Possibilities, Inc. 401(k) Plan
- EOY ind #3979
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 Vermont →
New Chapter, Inc. 401(k) Plan in the asset neighbourhood
New Chapter, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All New Chapter, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 37.829209704097735% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 175 | $14M |
| 2023 | 1 | 170 | $17M |
| 2024 | 1 | 182 | $19M |
New Chapter, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $3M |
| Employer EIN | 030301418 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Vermont
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The University of Vermont Medical Center 403(b) Plan $2.2B · 12,486
- National Life Group 401(k) Plan $335M · 1,397
- Green Mountain Power Corporation Employee Savings and Investment Plan and Trust $243M · 520
- Husky Retirement Savings $175M · 534
- Casella Waste Systems 401(k) Plan $161M · 3,488
New Chapter, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Vermont, the nearest 401(k) by assets is Imagine the Possibilities, Inc. 401(k) Plan in IA ($19M); by covered participants it is Fortis Lux Advantage 401(k) in FL (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Imagine the Possibilities, Inc. 401(k) Plan (IA) $19M · 956
- Lbx Employees' Savings & Investment Plan (KY) $19M · 109
- Winsert 401(k) Plan (WI) $19M · 176
- J. H. Larson Electrical Company 401(k) Retirement Plan (MN) $19M · 183
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- Fortis Lux Advantage 401(k) (FL) 182 · 0 off
- Envirovac Holdings, LLC 401(k) Profit Sharing Plan (GA) 182 · 0 off
- Adept Plastic Finishing, Inc. 401(k) Profit Sharing Plan (MI) 182 · 0 off
- Calian Corp Employee Savings Plan (TX) 182 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.