How big is Newterra Inc.'s plan?

Newterra Inc.'s plan reported $3.8M in assets and 87 participants for 2022.

Original filing (PDF)20230628075802NAL0008145296001

Newterra Inc.

Name: Newterra Inc. — Newterra 401(k) Plan, Form 5500 (2022)
Creator: Newterra Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Newterra 401(k) Plan

401(k) retirement plan · Newterra Inc.'s Newterra 401(k) Plan held $3.8M in plan assets for 87 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Kimberly Kyriakis signed Newterra Inc.'s 2022 Form 5500 as plan administrator.

Kimberly Kyriakis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Newterra Inc.'s EIN is 27-0113197.

EIN 27-0113197

Plan number 002

Plan year 2022

ACK ID 20230628075802NAL0008145296001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Newterra Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Newterra Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEWTERRA INC..

Finding similar companies…

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

NEWTERRA INC.

EIN

all filings

Address

—

Phone

(800) 420-4056

Industry

Utilities

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Utilities plans

C & B Utilities, Inc.

C & B Utilities, L.P. 401(k) Plan

$3.8M · 62 participants

Searcy Board of Public Utilities

Searcy Board of Public Utilities Profit Sharing Plan

$3.8M · 32 participants

Piedmont Water Company

Piedmont Water Company 401(k) Retirement Plan

$3.7M · 74 participants

Allied Environmental Services

Allied Environmental Services 401(k) Retirement Plan

$3.7M · 31 participants

K&S H2O

K&S H2O 401(k) Plan

$3.8M · 57 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.