Department of Labor filing

NEW VENTURE FUND

NEW VENTURE FUND 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Sep 25, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

75filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$7,266

Reported employer contributions per active participant.

Higher than about 90% of comparable plans

#People in the filing

535

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$101 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 39% of comparable plans

↗Investment performance

Not available

Plan assets changed 19.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202475out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions90th percentileTypical peer $1,618 · based on 108 comparable plans

Lower reported administrative expense39th percentileTypical peer $78 · based on 113 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, NEW VENTURE FUND reported $3,887,552 in employer contributions across the plan and 535 active participants. That works out to $7,266 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy54%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 8.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 6.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context75/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $3,887,552
Participant contributions: $5,240,739
Other contributions: $1,205,549
Employer share of reported contributions: 42.6%
Beginning assets: $48,364,761
Ending assets: $57,948,656
Ending net assets: $57,948,656
Ending liabilities: $0
Total income: $16,842,099
Total expenses: $7,258,204
Administrative expenses: $125,253
Participant loans: $0

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$6,697

2023

$6,932

2024

$7,266

Plan-paid administrative expenses per participant

2022

$108

2023

$78

2024

$101

Active participants

2022

688

2023

685

2024

535

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$7,266	535	57.9M	20250925153625NAL0012407506001
2023	$6,932	685	48.4M	20241015141239NAL0029931569001
2022	$6,697	688	36.2M	20231011180015NAL0019616531001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 0.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 205806345-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2012
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2A2E2F2G2J2K2T3D

Current plan terms

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Filing ACK_ID20250925153625NAL0012407506001

Data sourceDOL Form 5500 bulk data ↗

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