401(k) · DOL Form 5500 · 2024

Newcomb Oil Co., LLC 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
961
Participants Near avg headcount
79th
Percentile by assets National rank
$34,308
Avg per participant Low balance/head
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Official DOL plan name: Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan · Sponsored by Newcomb Oil Co., LLC · Kentucky · Retail Trade

$33M in assets, 961 participants

Newcomb Oil Co., LLC's Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan reported $33M in total assets and 961 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,018 in Retail Trade (8,048 peers)

Where Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan sits by assets

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $33M for 961 participants (~$34,308/participant), up 10.4% in 2024.

#7,018
in Retail Trade (8,048 peers)
+10.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan's outsized position by total assets

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan vs every filed plan by assets

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

$32,970,125 Top 21% higher than 79% 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

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings 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. Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan sits mid-pack in the medium band (961 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan reported participants rose from 872 in the plan year 2023 filing to 961 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 610597969 · Newcomb Oil Co., LLC PY 2024 · 401(k)

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan · $33M · 961 · 79th

  • SCH $33M
  • EBSA 961
  • PART 79th
  • TYPE 401(k)
  • NET near Hammond Group, Inc. 401(k) and Thrift Plan
  • BOOK ind #7018

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 Retail Trade retirement plans → · Plans in Kentucky →

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan in the asset neighbourhood

401(k) Retirement Savings Plan401(k) Retirement Savings Pl…$33MNewcomb Oil Co., LLC Profit Sharing and 401(k) Savings PlanNewcomb Oil Co., LLC Profit …$33MHammond Group, Inc. 401(k) and Thrift PlanHammond Group, Inc. 401(k) a…$33MBerman and Simmons, P.a. 401(k) Profit Sharing PlanBerman and Simmons, P.a. 401…$33MHotel Retirement Systems Profit Sharing Plan and TrustHotel Retirement Systems Pro…$33M
End-of-year total assets ($M) among Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN610597969
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newcomb Oil Co., LLC)

Sponsor-wide plan assets over time

All Newcomb Oil Co., LLC plans reported in each filing year

Latest sponsor-wide plan assets
$33M 38.38136306846687% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.8M $33M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 1,056 $24M
2023 1 872 $30M
2024 1 961 $33M

Nearby 401(k) Plans in Kentucky

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

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan, Total assets ($B): 0.032970125 · Participants: 961Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan side-by-side with 3 peers →

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Hammond Group, Inc. 401(k) and Thrift Plan in IN ($33M); by covered participants it is St. John's Commmunity Health 403(b) Plan in CA (961 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (961 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 Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan assets move in 2024? ▼
Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan grew at a solid clip - up 10.4% during 2024, from $30M to $33M. Reported net income was $3M.
How have Newcomb Oil Co., LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newcomb Oil Co., LLC's sponsor-wide assets grew 38.4%, from $24M to $33M.
Where does Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hammond Group, Inc. 401(k) and Thrift Plan in IN ($33M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is St. John's Commmunity Health 403(b) Plan in CA (961 participants, $15M 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 610597969.

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.