Profit Sharing · DOL Form 5500 · 2024

Newman Holdings, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Newman Holdings, Inc. Profit Sharing Plan · Sponsored by Newman Holdings, Inc. · Minnesota · Management of Enterprises

$2M in assets, 2 participants

Newman Holdings, Inc.'s Newman Holdings, Inc. Profit Sharing Plan reported $2M in total assets and 2 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.

  • #232 in Management of Enterprises (1,133 peers)

Newman Holdings, Inc. multi-year trail

Newman Holdings, Inc.'s plans moved +31.7% in assets from 2022 to 2024; this filing shows Newman Holdings, Inc. Profit Sharing Plan at $2M / 2 participants.

#232
in Management of Enterprises (1,133 peers)
+3.2%
assets growth YoY

Newman Holdings, Inc. Profit Sharing Plan among the smaller filed plans by assets

Newman Holdings, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,281,431 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

Newman Holdings, Inc. Profit Sharing 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. Newman Holdings, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newman Holdings, Inc. Profit Sharing Plan reported net income fell from $478K in the plan year 2023 filing to $71K in the plan year 2024 filing.
  • Newman Holdings, Inc. Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 263745988 · Newman Holdings, Inc. PY 2024 · Profit Sharing

Newman Holdings, Inc. Profit Sharing Plan · $2M · 2 · 31st

  • EBSA $2M
  • EBSA 2
  • EBSA 31st
  • EBSA Profit Sharing
  • EBSA near Zampino Associates, Inc. Profit Sharing Plan
  • EBSA ind #232

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 Management of Enterprises retirement plans → · Plans in Minnesota →

Newman Holdings, Inc. Profit Sharing Plan in the asset neighbourhood

Newman Holdings, Inc. Profit Sharing PlanNewman Holdings, Inc. Profit…$2MZampino Associates, Inc. Profit Sharing PlanZampino Associates, Inc. Pro…$2MRci 401(k) Profit Sharing PlanRci 401(k) Profit Sharing Pl…$2M403(b) Thrift Plan for Employees of Meals on Wheels San Antonio403(b) Thrift Plan for Emplo…$2MComin 1st Development Inc. Retirement PlanComin 1st Development Inc. R…$2M
End-of-year total assets ($M) among Newman Holdings, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Newman Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Newman Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 31.712838276683264% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.73M $2.28M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Newman Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$71K
Employer EIN263745988
Plan Effective Date2008-11-18
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Minnesota

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

Newman Holdings, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Newman Holdings, Inc. Profit Sharing Plan, Total assets ($B): 0.002281431 · Participants: 2Newman Holdings, Inc. Profit Sharing PlanPipe Trades Services Mn Pension Supplement Fund, Total assets ($B): 1.820221913 · Participants: 6017Pipe Trades Services Mn Pension Supplement FundAllina 403(b) Retirement Savings Plan, Total assets ($B): 0.902491999 · Participants: 8757Allina 403(b) Retirement Savings PlanFairview Health Services Pension Plan, Total assets ($B): 0.64405166 · Participants: 4702Fairview Health Services Pension PlanCargill Employee Retirement Account Plan, Total assets ($B): 0.612718536 · Participants: 20683Cargill Employee Retirement Account PlanRegions Hospital Retirement Savings 401(k) Plan, Total assets ($B): 0.601951844 · Participants: 6323Regions Hospital Retirement Savings 401(k) Plan
Newman Holdings, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
Compare Newman Holdings, Inc. Profit Sharing Plan side-by-side with 3 peers →

Newman Holdings, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Minnesota, the nearest Profit Sharing by assets is Zampino Associates, Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Newman Holdings, Inc. Profit Sharing Plan assets move in 2024? ▼
Newman Holdings, Inc. Profit Sharing Plan edged up modestly - up 3.2% during 2024, from $2M to $2M. Reported net income was $71K.
How have Newman Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newman Holdings, Inc.'s sponsor-wide assets grew 31.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Newman Holdings, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Zampino Associates, Inc. Profit Sharing Plan in CA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Newman Holdings, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 263745988.

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.