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Original filing (PDF)20250702075336NAL0007147619001
NEWMARKET CORPORATION
Form 5500
FILING_RECEIVED
SAVINGS PLAN FOR EMPLOYEES OF NEWMARKET CORPORATION AND AFFILIATES
401(k) retirement plan
Active participants
1,165
Accounts w/ balance
1,486
Plan assets (EOY)
$540.4M
Net assets (EOY)
$540.4M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWMARKET CORPORATION.
Plan sponsor
Name
NEWMARKET CORPORATION
EIN
20-0812170
Address
330 SOUTH FOURTH STREET · RICHMOND, VA · 232194304
Phone
(804) 788-5000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PBMARES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH,PIERCE,FENNER & SMITH | 13-5674085 | — | RECORDKEEPER | $14K | — |
Investments
32 direct securities· $539.8M(100% of reported assets)
Uncategorized
$539.5M
30 holdings
Common Stocks
$317K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Mutual fund (148,954 units) | — | — | $149K | $102.5M | 19.0% | |
| Matching contributions shares) | — | — | $35.6M | $92.5M | 17.1% | |
| Employee deferrals shares) | — | — | — | $75.1M | 13.9% | |
| Vanguard Federal Money Market Inv Money Market (41,165,084 units) | — | — | $41.2M | $41.2M | 7.6% | |
| BlackRock LifePath Indx 2030 Mutual fund (1,187,100 units) | — | — | $1.2M | $20.3M | 3.8% | |
| BlackRock LifePath Indx 2035 Mutual fund (1,052,608 units) | — | — | $1.1M | $19.9M | 3.7% | |
| BlackRock LifePath Indx 2040 Mutual fund (916,391 units) | — | — | $916K | $18.7M | 3.5% | |
| Vanguard US Growth Fund Mutual fund (93,246 units) | — | — | $93K | $17.3M | 3.2% | |
| BlackRock LifePath Indx 2045 Mutual fund (672,966 units) | — | — | $673K | $14.9M | 2.8% | |
| Franklin Small-Mid Cap Growth Fund Mutual fund (302,787 units) | — | — | $303K | $14.6M | 2.7% | |
| BlackRock LifePath Indx RET Mutual fund (969,484 units) | — | — | $969K | $13.3M | 2.5% | |
| BlackRock LifePath Indx 2050 Mutual fund (560,103 units) | — | — | $560K | $13.0M | 2.4% | |
| Vanguard Total Bond Market Fund Mutual fund (1,285,852 units) | — | — | $1.3M | $12.2M | 2.3% | |
| PIMCO Total Return Fund Mutual fund (1,308,600 units) | — | — | $1.3M | $11.1M | 2.1% | |
| iShares MSCI EAFE Intl Idx Fund Mutual fund (640,513 units) | — | — | $641K | $9.8M | 1.8% | |
| Invesco Growth & Income Fund Mutual fund (404,894 units) | — | — | $405K | $8.7M | 1.6% | |
| BlackRock LifePath Indx 2055 Mutual fund (301,987 units) | — | — | $302K | $7.3M | 1.3% | |
| MFS International Diversification Fund Mutual fund (267,450 units) | — | — | $267K | $6.1M | 1.1% | |
| American Century Small Cap Fund Mutual fund (535,833 units) | — | — | $536K | $5.7M | 1.0% | |
| Vanguard Small Cap Index Fund Mutual fund (48,650 units) | — | — | $49K | $5.6M | 1.0% | |
| Vanguard Mid Cap Index Fund Mutual fund (15,639 units) | — | — | $16K | $5.1M | 0.9% | |
| Fund shares) | — | — | — | $4.9M | 0.9% | |
| Vanguard Mid Cap Value Fund Mutual fund (56,076 units) | — | — | $56K | $4.7M | 0.9% | |
| BlackRock Sustainable Balanced Fund Mutual fund (180,394 units) | — | — | $180K | $4.7M | 0.9% | |
| Participant loans maturity dates of 1/11/2025-12/11/2029 0 | — | — | — | $3.7M | 0.7% | |
| BlackRock LifePath Indx 2060 Mutual fund (141,783 units) | — | — | $142K | $3.1M | 0.6% | |
| ClearBridge Small Cap Growth Fund Mutual fund (76,636 units) | — | — | $77K | $3.0M | 0.6% | |
| BlackRock LifePath Indx 2065 Mutual fund (33,659 units) | — | — | $34K | $511K | <0.1% | |
| Fund shares) | — | — | — | $210K | <0.1% | |
| ; no par value | Common Stocks | — | — | $175K | <0.1% | |
| ; no par value | Common Stocks | — | — | $142K | <0.1% | |
| Tredegar Corporation Common Stock | — | — | — | $27K | <0.1% |