The Newberry Group Inc.
Plan context: The Newberry Company 401K Profit Sharing Plan
EIN 43-1755637 • Saint Peters, MO • 49 filings • 11 plans
Current Snapshot
Latest Year
2024
2024 Participants
41
2024 Assets
$9,881,224
2024 Contributions
$753,988
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 41 | $9,881,224 | $753,988 | $18,390iApproximate average salary by contribution assumption: employee only about $459,749 at 4% or $306,499 at 6%; with 50% employer match about $306,499 at 4% or $204,333 at 6%; with 100% employer match about $229,874 at 4% or $153,250 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 41 | $5,881,748 | $640,556 | $15,623iApproximate average salary by contribution assumption: employee only about $390,583 at 4% or $260,389 at 6%; with 50% employer match about $260,389 at 4% or $173,592 at 6%; with 100% employer match about $195,291 at 4% or $130,194 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 35 | $3,999,476 | $113,432 | $3,241iApproximate average salary by contribution assumption: employee only about $81,023 at 4% or $54,015 at 6%; with 50% employer match about $54,015 at 4% or $36,010 at 6%; with 100% employer match about $40,511 at 4% or $27,008 at 6%. |
| 2023 | 2 | 41 | $9,224,140 | $1,339,069 | $32,660iApproximate average salary by contribution assumption: employee only about $816,505 at 4% or $544,337 at 6%; with 50% employer match about $544,337 at 4% or $362,891 at 6%; with 100% employer match about $408,253 at 4% or $272,168 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 41 | $5,023,545 | $893,942 | $21,803iApproximate average salary by contribution assumption: employee only about $545,087 at 4% or $363,391 at 6%; with 50% employer match about $363,391 at 4% or $242,261 at 6%; with 100% employer match about $272,543 at 4% or $181,696 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 39 | $4,200,595 | $445,127 | $11,414iApproximate average salary by contribution assumption: employee only about $285,338 at 4% or $190,225 at 6%; with 50% employer match about $190,225 at 4% or $126,817 at 6%; with 100% employer match about $142,669 at 4% or $95,113 at 6%. |
| 2022 | 2 | 71 | $9,066,568 | $808,280 | $11,384iApproximate average salary by contribution assumption: employee only about $284,606 at 4% or $189,737 at 6%; with 50% employer match about $189,737 at 4% or $126,491 at 6%; with 100% employer match about $142,303 at 4% or $94,869 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 68 | $4,579,033 | $67,262 | $989iApproximate average salary by contribution assumption: employee only about $24,729 at 4% or $16,486 at 6%; with 50% employer match about $16,486 at 4% or $10,991 at 6%; with 100% employer match about $12,364 at 4% or $8,243 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 71 | $4,487,535 | $741,018 | $10,437iApproximate average salary by contribution assumption: employee only about $260,922 at 4% or $173,948 at 6%; with 50% employer match about $173,948 at 4% or $115,965 at 6%; with 100% employer match about $130,461 at 4% or $86,974 at 6%. |
| 2021 | 2 | 74 | $9,183,048 | $848,518 | $11,466iApproximate average salary by contribution assumption: employee only about $286,661 at 4% or $191,108 at 6%; with 50% employer match about $191,108 at 4% or $127,405 at 6%; with 100% employer match about $143,331 at 4% or $95,554 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 74 | $5,431,326 | $811,822 | $10,971iApproximate average salary by contribution assumption: employee only about $274,264 at 4% or $182,843 at 6%; with 50% employer match about $182,843 at 4% or $121,895 at 6%; with 100% employer match about $137,132 at 4% or $91,421 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 64 | $3,751,722 | $36,696 | $573iApproximate average salary by contribution assumption: employee only about $14,334 at 4% or $9,556 at 6%; with 50% employer match about $9,556 at 4% or $6,371 at 6%; with 100% employer match about $7,167 at 4% or $4,778 at 6%. |
| 2020 | 2 | 70 | $7,107,694 | $577,591 | $8,251iApproximate average salary by contribution assumption: employee only about $206,282 at 4% or $137,522 at 6%; with 50% employer match about $137,522 at 4% or $91,681 at 6%; with 100% employer match about $103,141 at 4% or $68,761 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 70 | $4,207,974 | $571,364 | $8,162iApproximate average salary by contribution assumption: employee only about $204,059 at 4% or $136,039 at 6%; with 50% employer match about $136,039 at 4% or $90,693 at 6%; with 100% employer match about $102,029 at 4% or $68,020 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 58 | $2,899,720 | $6,227 | $107iApproximate average salary by contribution assumption: employee only about $2,684 at 4% or $1,789 at 6%; with 50% employer match about $1,789 at 4% or $1,193 at 6%; with 100% employer match about $1,342 at 4% or $895 at 6%. |
| 2019 | 2 | 65 | $5,860,313 | $518,745 | $7,981iApproximate average salary by contribution assumption: employee only about $199,517 at 4% or $133,012 at 6%; with 50% employer match about $133,012 at 4% or $88,674 at 6%; with 100% employer match about $99,759 at 4% or $66,506 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 65 | $3,324,776 | $518,713 | $7,980iApproximate average salary by contribution assumption: employee only about $199,505 at 4% or $133,003 at 6%; with 50% employer match about $133,003 at 4% or $88,669 at 6%; with 100% employer match about $99,753 at 4% or $66,502 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 50 | $2,535,537 | $32 | $1iApproximate average salary by contribution assumption: employee only about $16 at 4% or $11 at 6%; with 50% employer match about $11 at 4% or $7 at 6%; with 100% employer match about $8 at 4% or $5 at 6%. |
| 2018 | 2 | 67 | $4,818,042 | $543,990 | $8,119iApproximate average salary by contribution assumption: employee only about $202,981 at 4% or $135,321 at 6%; with 50% employer match about $135,321 at 4% or $90,214 at 6%; with 100% employer match about $101,491 at 4% or $67,660 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 67 | $2,608,147 | $543,990 | $8,119iApproximate average salary by contribution assumption: employee only about $202,981 at 4% or $135,321 at 6%; with 50% employer match about $135,321 at 4% or $90,214 at 6%; with 100% employer match about $101,491 at 4% or $67,660 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 52 | $2,209,895 | - | - |
| 2017 | 2 | 97 | $5,391,562 | $781,132 | $8,053iApproximate average salary by contribution assumption: employee only about $201,323 at 4% or $134,215 at 6%; with 50% employer match about $134,215 at 4% or $89,477 at 6%; with 100% employer match about $100,661 at 4% or $67,108 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 97 | $3,140,185 | $764,434 | $7,881iApproximate average salary by contribution assumption: employee only about $197,019 at 4% or $131,346 at 6%; with 50% employer match about $131,346 at 4% or $87,564 at 6%; with 100% employer match about $98,510 at 4% or $65,673 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 73 | $2,251,377 | $16,698 | $229iApproximate average salary by contribution assumption: employee only about $5,718 at 4% or $3,812 at 6%; with 50% employer match about $3,812 at 4% or $2,542 at 6%; with 100% employer match about $2,859 at 4% or $1,906 at 6%. |
| 2016 | 2 | 98 | $5,126,361 | $418,760 | $4,273iApproximate average salary by contribution assumption: employee only about $106,827 at 4% or $71,218 at 6%; with 50% employer match about $71,218 at 4% or $47,478 at 6%; with 100% employer match about $53,413 at 4% or $35,609 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 98 | $2,628,284 | $418,760 | $4,273iApproximate average salary by contribution assumption: employee only about $106,827 at 4% or $71,218 at 6%; with 50% employer match about $71,218 at 4% or $47,478 at 6%; with 100% employer match about $53,413 at 4% or $35,609 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 53 | $2,498,077 | - | - |
| 2015 | 2 | 87 | $5,996,493 | $499,732 | $5,744iApproximate average salary by contribution assumption: employee only about $143,601 at 4% or $95,734 at 6%; with 50% employer match about $95,734 at 4% or $63,823 at 6%; with 100% employer match about $71,801 at 4% or $47,867 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 71 | $3,312,873 | $1,471 | $21iApproximate average salary by contribution assumption: employee only about $518 at 4% or $345 at 6%; with 50% employer match about $345 at 4% or $230 at 6%; with 100% employer match about $259 at 4% or $173 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 87 | $2,683,620 | $498,261 | $5,727iApproximate average salary by contribution assumption: employee only about $143,178 at 4% or $95,452 at 6%; with 50% employer match about $95,452 at 4% or $63,635 at 6%; with 100% employer match about $71,589 at 4% or $47,726 at 6%. |
| 2014 | 2 | 92 | $5,592,453 | $1,524,080 | $16,566iApproximate average salary by contribution assumption: employee only about $414,152 at 4% or $276,101 at 6%; with 50% employer match about $276,101 at 4% or $184,068 at 6%; with 100% employer match about $207,076 at 4% or $138,051 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 76 | $3,199,151 | $1,074,136 | $14,133iApproximate average salary by contribution assumption: employee only about $353,334 at 4% or $235,556 at 6%; with 50% employer match about $235,556 at 4% or $157,037 at 6%; with 100% employer match about $176,667 at 4% or $117,778 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 92 | $2,393,302 | $449,944 | $4,891iApproximate average salary by contribution assumption: employee only about $122,267 at 4% or $81,512 at 6%; with 50% employer match about $81,512 at 4% or $54,341 at 6%; with 100% employer match about $61,134 at 4% or $40,756 at 6%. |
| 2013 | 2 | 81 | $5,736,404 | $1,526,325 | $18,844iApproximate average salary by contribution assumption: employee only about $471,088 at 4% or $314,059 at 6%; with 50% employer match about $314,059 at 4% or $209,372 at 6%; with 100% employer match about $235,544 at 4% or $157,029 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 66 | $3,399,970 | $1,075,853 | $16,301iApproximate average salary by contribution assumption: employee only about $407,520 at 4% or $271,680 at 6%; with 50% employer match about $271,680 at 4% or $181,120 at 6%; with 100% employer match about $203,760 at 4% or $135,840 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 81 | $2,336,434 | $450,472 | $5,561iApproximate average salary by contribution assumption: employee only about $139,035 at 4% or $92,690 at 6%; with 50% employer match about $92,690 at 4% or $61,793 at 6%; with 100% employer match about $69,517 at 4% or $46,345 at 6%. |
| 2012 | 3 | 74 | $4,326,178 | $1,491,920 | $20,161iApproximate average salary by contribution assumption: employee only about $504,027 at 4% or $336,018 at 6%; with 50% employer match about $336,018 at 4% or $224,012 at 6%; with 100% employer match about $252,014 at 4% or $168,009 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 68 | $2,600,000 | $1,074,449 | $15,801iApproximate average salary by contribution assumption: employee only about $395,018 at 4% or $263,345 at 6%; with 50% employer match about $263,345 at 4% or $175,564 at 6%; with 100% employer match about $197,509 at 4% or $131,673 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 71 | $1,726,178 | $417,471 | $5,880iApproximate average salary by contribution assumption: employee only about $146,997 at 4% or $97,998 at 6%; with 50% employer match about $97,998 at 4% or $65,332 at 6%; with 100% employer match about $73,498 at 4% or $48,999 at 6%. |
| The Newberry Group Inc Life/ Dental/ Ad & D Health & Welfare Plan | - | 74 | - | - | - |
| 2011 | 3 | 95 | $1,353,985 | $1,548,494 | $16,300iApproximate average salary by contribution assumption: employee only about $407,498 at 4% or $271,666 at 6%; with 50% employer match about $271,666 at 4% or $181,110 at 6%; with 100% employer match about $203,749 at 4% or $135,833 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 95 | $1,353,985 | $474,375 | $4,993iApproximate average salary by contribution assumption: employee only about $124,836 at 4% or $83,224 at 6%; with 50% employer match about $83,224 at 4% or $55,482 at 6%; with 100% employer match about $62,418 at 4% or $41,612 at 6%. |
| The Newberry Group Inc Life/ Dental/ Ad & D Health & Welfare Plan | - | 86 | - | - | - |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 73 | - | $1,074,119 | $14,714iApproximate average salary by contribution assumption: employee only about $367,849 at 4% or $245,233 at 6%; with 50% employer match about $245,233 at 4% or $163,488 at 6%; with 100% employer match about $183,924 at 4% or $122,616 at 6%. |
| 2010 | 3 | 88 | $1,454,487 | $1,468,841 | $16,691iApproximate average salary by contribution assumption: employee only about $417,284 at 4% or $278,190 at 6%; with 50% employer match about $278,190 at 4% or $185,460 at 6%; with 100% employer match about $208,642 at 4% or $139,095 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 67 | $1,454,487 | $394,005 | $5,881iApproximate average salary by contribution assumption: employee only about $147,017 at 4% or $98,011 at 6%; with 50% employer match about $98,011 at 4% or $65,341 at 6%; with 100% employer match about $73,508 at 4% or $49,006 at 6%. |
| The Newberry Group Inc Life/ Dental/ Ad & D Health & Welfare Plan | - | 88 | - | - | - |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 84 | - | $1,074,836 | $12,796iApproximate average salary by contribution assumption: employee only about $319,892 at 4% or $213,261 at 6%; with 50% employer match about $213,261 at 4% or $142,174 at 6%; with 100% employer match about $159,946 at 4% or $106,631 at 6%. |
| 2009 | 3 | 103 | $5,469,530 | $1,443,462 | $14,014iApproximate average salary by contribution assumption: employee only about $350,355 at 4% or $233,570 at 6%; with 50% employer match about $233,570 at 4% or $155,713 at 6%; with 100% employer match about $175,177 at 4% or $116,785 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 85 | $4,250,000 | $1,074,119 | $12,637iApproximate average salary by contribution assumption: employee only about $315,917 at 4% or $210,612 at 6%; with 50% employer match about $210,612 at 4% or $140,408 at 6%; with 100% employer match about $157,959 at 4% or $105,306 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 91 | $1,219,530 | $369,343 | $4,059iApproximate average salary by contribution assumption: employee only about $101,468 at 4% or $67,645 at 6%; with 50% employer match about $67,645 at 4% or $45,097 at 6%; with 100% employer match about $50,734 at 4% or $33,823 at 6%. |
| The Newberry Group Inc Life/ Dental/ Ad & D Health & Welfare Plan | - | 103 | - | - | - |
| 2008 | 3 | 193 | $9,570,884 | $1,279,262 | $6,628iApproximate average salary by contribution assumption: employee only about $165,708 at 4% or $110,472 at 6%; with 50% employer match about $110,472 at 4% or $73,648 at 6%; with 100% employer match about $82,854 at 4% or $55,236 at 6%. |
| The Newberry Group Inc. Employee Stock Ownership Plan | - | 94 | $8,550,000 | $823,982 | $8,766iApproximate average salary by contribution assumption: employee only about $219,144 at 4% or $146,096 at 6%; with 50% employer match about $146,096 at 4% or $97,397 at 6%; with 100% employer match about $109,572 at 4% or $73,048 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 101 | $1,020,884 | $455,280 | $4,508iApproximate average salary by contribution assumption: employee only about $112,693 at 4% or $75,129 at 6%; with 50% employer match about $75,129 at 4% or $50,086 at 6%; with 100% employer match about $56,347 at 4% or $37,564 at 6%. |
| The Newberry Group Inc Life/ Dental/ Ad & D Health & Welfare Plan | - | 193 | - | - | - |
| 2007 | 2 | 188 | $1,148,224 | $376,514 | $2,003iApproximate average salary by contribution assumption: employee only about $50,068 at 4% or $33,379 at 6%; with 50% employer match about $33,379 at 4% or $22,253 at 6%; with 100% employer match about $25,034 at 4% or $16,689 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 110 | $1,148,224 | $376,514 | $3,423iApproximate average salary by contribution assumption: employee only about $85,571 at 4% or $57,048 at 6%; with 50% employer match about $57,048 at 4% or $38,032 at 6%; with 100% employer match about $42,786 at 4% or $28,524 at 6%. |
| The Newberry Group Inc Life/ Dental/ Ad & D Health & Welfare Plan | - | 188 | - | - | - |
| 2006 | 2 | 117 | $1,170,444 | $401,509 | $3,432iApproximate average salary by contribution assumption: employee only about $85,793 at 4% or $57,195 at 6%; with 50% employer match about $57,195 at 4% or $38,130 at 6%; with 100% employer match about $42,896 at 4% or $28,598 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 99 | $1,170,444 | $401,509 | $4,056iApproximate average salary by contribution assumption: employee only about $101,391 at 4% or $67,594 at 6%; with 50% employer match about $67,594 at 4% or $45,063 at 6%; with 100% employer match about $50,696 at 4% or $33,797 at 6%. |
| The Newberry Group Inc Life/ Dental/ Ad & D Health & Welfare Plan | - | 117 | - | - | - |
| 2005 | 1 | 80 | $892,416 | $407,442 | $5,093iApproximate average salary by contribution assumption: employee only about $127,326 at 4% or $84,884 at 6%; with 50% employer match about $84,884 at 4% or $56,589 at 6%; with 100% employer match about $63,663 at 4% or $42,442 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 80 | $892,416 | $407,442 | $5,093iApproximate average salary by contribution assumption: employee only about $127,326 at 4% or $84,884 at 6%; with 50% employer match about $84,884 at 4% or $56,589 at 6%; with 100% employer match about $63,663 at 4% or $42,442 at 6%. |
| 2004 | 1 | 84 | $485,132 | $247,441 | $2,946iApproximate average salary by contribution assumption: employee only about $73,643 at 4% or $49,095 at 6%; with 50% employer match about $49,095 at 4% or $32,730 at 6%; with 100% employer match about $36,822 at 4% or $24,548 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 84 | $485,132 | $247,441 | $2,946iApproximate average salary by contribution assumption: employee only about $73,643 at 4% or $49,095 at 6%; with 50% employer match about $49,095 at 4% or $32,730 at 6%; with 100% employer match about $36,822 at 4% or $24,548 at 6%. |
| 2003 | 1 | 81 | $218,229 | $130,382 | $1,610iApproximate average salary by contribution assumption: employee only about $40,241 at 4% or $26,828 at 6%; with 50% employer match about $26,828 at 4% or $17,885 at 6%; with 100% employer match about $20,121 at 4% or $13,414 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 81 | $218,229 | $130,382 | $1,610iApproximate average salary by contribution assumption: employee only about $40,241 at 4% or $26,828 at 6%; with 50% employer match about $26,828 at 4% or $17,885 at 6%; with 100% employer match about $20,121 at 4% or $13,414 at 6%. |
| 2001 | 1 | 18 | $0 | $0 | - |
| The Newberry Company 401K Profit Sharing Plan | - | 18 | - | - | - |
| 2000 | 1 | 19 | $0 | $0 | - |
| The Newberry Company 401K Profit Sharing Plan | - | 19 | - | - | - |
| 1999 | 1 | 24 | $7,580 | $7,580 | $316iApproximate average salary by contribution assumption: employee only about $7,896 at 4% or $5,264 at 6%; with 50% employer match about $5,264 at 4% or $3,509 at 6%; with 100% employer match about $3,948 at 4% or $2,632 at 6%. |
| The Newberry Company 401K Profit Sharing Plan | - | 24 | $7,580 | $7,580 | $316iApproximate average salary by contribution assumption: employee only about $7,896 at 4% or $5,264 at 6%; with 50% employer match about $5,264 at 4% or $3,509 at 6%; with 100% employer match about $3,948 at 4% or $2,632 at 6%. |