401(k) · DOL Form 5500 · 2022

Newport Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
26
Participants Small participant base
37th
Percentile by assets National rank
$97,697
Avg per participant Below avg balance/head
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Official DOL plan name: Newport Capital Group, LLC 401(k) Plan · Sponsored by Newport Capital Group, LLC · New Jersey · Finance & Insurance

$3M in assets, 26 participants

Newport Capital Group, LLC's Newport Capital Group, LLC 401(k) Plan reported $3M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 37th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,345 in Finance & Insurance (9,261 peers)

Newport Capital Group, LLC multi-year trail

Newport Capital Group, LLC's plans moved +52.4% in assets from 2022 to 2024; this filing shows Newport Capital Group, LLC 401(k) Plan at $3M / 26 participants.

#2,345
in Finance & Insurance (9,261 peers)
-8.1%
assets change YoY

The plan reported a net loss of $223K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Newport Capital Group, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Newport Capital Group, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,540,125 37th percentile higher than 37% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Newport Capital Group, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newport Capital Group, LLC 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 861109193 · Newport Capital Group, LLC PY 2022 · 401(k)

Newport Capital Group, LLC 401(k) Plan · $3M · 26 · 37th

  • BOY $3M
  • BOY 26
  • BOY 37th
  • BOY 401(k)
  • BOY near Love-Heitmeyer Funeral Homes Inc. Profit Sharing Plan
  • BOY ind #2345

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in New Jersey →

Newport Capital Group, LLC 401(k) Plan in the asset neighbourhood

Newport Capital Group, LLC 401(k) PlanNewport Capital Group, LLC 4…$3MLove-Heitmeyer Funeral Homes Inc. Profit Sharing PlanLove-Heitmeyer Funeral Homes…$3MKirk Associates Retirement PlanKirk Associates Retirement P…$3MBecket Fund 401(k) Plan$3MSportsplan Studio, LLC Profit Sharing 401(k) PlanSportsplan Studio, LLC Profi…$3M
End-of-year total assets ($M) among Newport Capital Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Newport Capital Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Newport Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 52.38946902219379% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.54M $3.87M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 26 $3M
2023 1 24 $3M
2024 1 29 $4M

Newport Capital Group, LLC filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$223K
Employer EIN861109193
Plan Effective Date2005-06-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Newport Capital Group, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Newport Capital Group, LLC 401(k) Plan, Total assets ($B): 0.002540125 · Participants: 26Newport Capital Group, LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Newport Capital Group, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Newport Capital Group, LLC 401(k) Plan side-by-side with 3 peers →

Newport Capital Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Love-Heitmeyer Funeral Homes Inc. Profit Sharing Plan in OH ($3M); by covered participants it is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Newport Capital Group, LLC 401(k) Plan assets move in 2022? ▼
Newport Capital Group, LLC 401(k) Plan pulled back noticeably - down 8.1% during 2022, from $3M to $3M. Reported net income was -$223K.
How have Newport Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newport Capital Group, LLC's sponsor-wide assets grew 52.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Newport Capital Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Love-Heitmeyer Funeral Homes Inc. Profit Sharing Plan in OH ($3M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Newport Capital Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Acceletronics, Inc. Employees 401(k) Profit Sharing Plan in PA (26 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 861109193.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.