401(k) · DOL Form 5500 · 2024
New Heights Training and Consulting 401(k) Plan
Data updated 2026-08-25
- $631K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $630,848
- Avg per participant High balance/head
Official DOL plan name: New Heights Training and Consulting Retirement Plan · Sponsored by New Heights Training and Consulting · California · Educational Services
$631K in assets, 1 participants
New Heights Training and Consulting's New Heights Training and Consulting Retirement Plan reported $631K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #470 in Educational Services (3,638 peers)
New Heights Training and Consulting multi-year trail
New Heights Training and Consulting's plans moved +37.8% in assets from 2022 to 2024; this filing shows New Heights Training and Consulting Retirement Plan at $631K / 1 participant.
- #470
- in Educational Services (3,638 peers)
- +28.3%
- assets growth YoY
New Heights Training and Consulting Retirement Plan among the smaller filed plans by assets
New Heights Training and Consulting Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$630,848 20th percentile higher than 20% 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 Heights Training and Consulting Retirement 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 Heights Training and Consulting Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- New Heights Training and Consulting Retirement Plan reported net income rose from $34K in the plan year 2023 filing to $139K in the plan year 2024 filing.
- New Heights Training and Consulting Retirement Plan end-of-year assets rose from $492K in the plan year 2023 filing to $631K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 823444729 · New Heights Training and Consulting PY 2024 · 401(k)
New Heights Training and Consulting Retirement Plan · $631K · 1 · 20th
- EBSA $631K
- PART 1
- TYPE 20th
- NET 401(k)
- BOOK near Guardian Angels Health Center 401(k) P/S Plan
- VS-ST ind #470
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 Educational Services retirement plans → · Plans in California →
New Heights Training and Consulting Retirement Plan in the asset neighbourhood
New Heights Training and Consulting multi-year asset trail
Sponsor-wide plan assets over time
All New Heights Training and Consulting plans reported in each filing year
- Latest sponsor-wide plan assets
- $631K 37.752069508405775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $458K |
| 2023 | 1 | 1 | $492K |
| 2024 | 1 | 1 | $631K |
New Heights Training and Consulting filing trail (2024)
| Total Assets (Beginning of Year) | $492K |
|---|---|
| Net Assets (End of Year) | $631K |
| Net Income | $139K |
| Employer EIN | 823444729 |
| Plan Effective Date | 2017-11-17 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
New Heights Training and Consulting Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Guardian Angels Health Center 401(k) P/S Plan in CO ($631K); 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 ($631K here).
- Guardian Angels Health Center 401(k) P/S Plan (CO) $631K · 14
- Donovan Home Builders & Renovation Services, Inc. 401(k) Plan (DE) $631K · 1
- De Oronzo Glades, Inc. 401(k) Plan (FL) $631K · N/A
- Ivim 401(k) Plan (OH) $631K · N/A
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.