New Rez 401(k) plan

New Rez, LLC, Plymouth Meeting, PA. EIN 37-1542226. Annual reports 2009–2023. Also filed as New Penn Financial, LLC; Newrez, LLC.

New Rez, LLC has no active retirement plan on file. Its last annual report was for 2023. Its The Newrez Family of Companies 401(k) Plan was merged into Caliber Newrez Family of Copmanies 401(k) Plan in 2023. No traditional pension plan appears in New Rez's filings since 2009.

Active plans: 0
Plans on file: 1
Industry: Finance and insurance

The plan

The Newrez Family of Companies 401(k) Plan

401(k)Merged

Merged. In 2023 its assets moved to the Caliber Newrez Family of Copmanies 401(k) Plan, sponsored by Rithm Capital LLC (EIN 13-6131491, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 001Employer EIN 37-1542226
Participants (2022): 5,152
Net assets (2022): $5.4 million
Recordkeeper: EmpowerEarlier: John Hancock (2010–2013)
Plan administrator: New Rez, LLC
4000 Chemical Road
Plymouth Meeting, PA 19462
(484) 594-1093As filed for 2023
In effect since: February 1, 2009

Earlier sponsors: New Penn Financial, LLC (2009–2018); Newrez, LLC (2019–2022).

Earlier plan names: New Penn Financial, LLC 401(k) Retirement Plan; The Shellpoint Companies 401(k) Plan.

Year by year, 2009 to 2023

Plan year	Participants	Net assets	Recordkeeper
2023	0	$0	Empower
2022	5,152	$5.4 million	Empower
2021	5,917	$173 million	Empower
2020	4,749	$131 million	Empower
2019	3,269	$95.0 million	Empower
2018	2,288	$51.2 million	Empower
2017	2,210	$50.6 million	Empower
2016	2,357	$38.4 million	Empower
2015	1,925	$24.5 million	Empower
2014	1,388	$18.1 million	Empower
2013	1,097	$13.9 million	John Hancock
2012	910	$6.0 million	John Hancock
2011	487	$3.1 million	John Hancock
2010	299	$1.9 million	John Hancock
2009	209	$1.1 million	not listed

If you had money in one of these plans

If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

The Newrez Family of Companies 401(k) Plan

If you had money in one of these plans

What these numbers are

Other finance and insurance employers in PA