Back to filter
Original filing (PDF)20251006154722NAL0002230387001
WILLIAM J. NEWMAN
Form 5500-SF
FILING_RECEIVED
WILLIAM J. NEWMAN PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM J. NEWMAN.
Plan sponsor
Name
WILLIAM J. NEWMAN
EIN
11-2581499
Address
P.O. BOX 5321 · BAY SHORE, NY · 11706
Phone
(631) 583-5886
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Construction plans
PENTALON CONSTRUCTION, INC.
PENTALON CONSTRUCTION, INC. PROFIT SHARING PLAN
$3.1M · 64 participants
LIVINGSTON BUILDERS, INC.
LIVINGSTON BUILDERS, INC. 401(K) PLAN
$3.1M · 42 participants
MARTIN BROTHERS CONSTRUCTION CO. INC.
MARTIN BROTHERS CONSTRUCTION CO. INC. 401(K) PLAN
$3.1M · 43 participants
THE MURUS COMPANY
THE MURUS COMPANY 401(K) PLAN
$3.1M · 26 participants
BALDWIN HOMES, INC.
BALDWIN HOMES, INC. 401(K) PLAN
$3.1M · 7 participants
SPENCER-LOVE HOMES, LLC
SPENCER-LOVE HOMES 401K PLAN
$3.1M · 2 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B