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Benchmarking Newcomb & Boyd Profit Sharing Plan in Atlanta, GA against all plans

 

Within 50 miles, Newcomb & Boyd Profit Sharing Plan in Atlanta, GA has the highest value of interest in registered investment companies (e.g., mutual funds) ($34.40M) of the 405 plans with at most $35,921,871 in total assets (Newcomb & Boyd Profit Sharing Plan is at $35,478,818). Those $34.40M compare to an average of $14.00M across the 405 plans.

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Peers

outdid Stibo Systems, Inc. 401(K) Plan in Atlanta, GA ($34.10M), Kids2 Retirement Salary Savings Plan in Atlanta, GA ($33.30M), Winshape Foundation, Inc. Employees Retirement Plan in Atlanta, GA ($32.90M), and NIIT (USA), Inc. 401(K) Plan in Atlanta, GA ($32.80M), and 400 others, ending with SBS Services Corporation 401(K) Profit Sharing Plan in Roswell, GA ($0.0K).

References

  1. value of interest in registered investment companies (e.g., mutual funds). At end of plan year. A registered investment company is an investment company registered under the Investment Company Act of 1940. These are mutual funds (legally known as open-end companies), closed-end funds (legally known as closed-end companies), and UITs (legally known as unit investment trusts). Line 1c(13) from Schedule H. A missing entry from the Schedule H is here assigned a value of $0. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. total assets. At end of plan year. Line 1f(b) from Schedule H. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  3. within 50 miles.

    • The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
    • In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.

    Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.