Retirement plan

NEW HOPE FARMS RETIREMENT PLAN

Name: NEW HOPE FARMS, INC. - NEW HOPE FARMS RETIREMENT PLAN (2025) Form 5500
Creator: NEW HOPE FARMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEW HOPE FARMS RETIREMENT PLAN, NEW HOPE FARMS, INC.

NEW HOPE FARMS, INC.EIN 85-1047680Plan #001PY 2025

PO BOX 551695 - KAPAAU, HI 96755928-242-0555

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1M

0.0% from 2024

Total participants

0.0% from 2024

Average account balance

$1,038,675

0.0% from 2024

Annual return

0.00%

0.00 pp from 2024

Benchmarks

See 1,344 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort1,344 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.04M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$1.0M

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$1,038,675

$212,777+388.2%

$173,703+498.0%

$198,609+423.0%

Participation rate

100.0%

81.1%+18.9pp

75.9%+24.1pp

82.4%+17.6pp

Annual return

0.00%

18.82%-18.8pp

17.46%-17.5pp

202.70%-202.7pp

Employer contribution / active EE

$5,214-100.0%

$4,288-100.0%

$5,055-100.0%

Participant deferral / active EE

$5,697-100.0%

$4,854-100.0%

$6,977-100.0%

Admin fee / account holder

$19,536-100.0%

$15,562-100.0%

$19,030-100.0%

NEW HOPE FARMS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NEW HOPE FARMS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion