401(k) · DOL Form 5500 · 2022

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
54
Participants Small participant base
78th
Percentile by assets National rank
$394,462
Avg per participant High balance/head
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Official DOL plan name: Buckingham Strategic Partners Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$21M in assets, 54 participants

Newport Group, Inc.'s Buckingham Strategic Partners Pooled Employer Plan reported $21M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,928 in Professional & Technical Services (21,562 peers)

Where Buckingham Strategic Partners Pooled Employer Plan sits by assets

Buckingham Strategic Partners Pooled Employer Plan sits in the top quartile of all filed plans by assets, $21M for 54 participants (~$394,462/participant), up 5597.9% in 2022.

#16,928
in Professional & Technical Services (21,562 peers)
+5597.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Buckingham Strategic Partners Pooled Employer Plan's outsized position by total assets

Buckingham Strategic Partners Pooled Employer Plan vs every filed plan by assets

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

$21,300,966 Top 22% higher than 78% 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

Buckingham Strategic Partners Pooled Employer 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. Buckingham Strategic Partners Pooled Employer Plan is a small filing (54 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 272037969 · Newport Group, Inc. PY 2022 · 401(k)

Buckingham Strategic Partners Pooled Employer Plan · $21M · 54 · 78th

  • TYPE $21M
  • TYPE 54
  • TYPE 78th
  • TYPE 401(k)
  • TYPE near Fivepoint Credit Union Thrift and Savings Plan
  • TYPE ind #16928

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 Professional & Technical Services retirement plans → · Plans in California →

Buckingham Strategic Partners Pooled Employer Plan in the asset neighbourhood

Buckingham Strategic Partners Pooled Employer PlanBuckingham Strategic Partner…$21MFivepoint Credit Union Thrift and Savings PlanFivepoint Credit Union Thrif…$21MHerzfeld & Rubin, P.C. Employees 401(k) PlanHerzfeld & Rubin, P.C. Emplo…$21MAdstra, Inc.Employee Savings PlanAdstra, Inc.Employee Savings…$21MBraxton Mfg Co., Inc. Savings & Retirement PlanBraxton Mfg Co., Inc. Saving…$21M
End-of-year total assets ($M) among Buckingham Strategic Partners Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$374K
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN272037969
Plan Effective Date2021-06-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Newport Group, Inc.)

Sponsor-wide plan assets over time

All Newport Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.9B 223.3356432771119% vs 2022
2024 filing year
$0B$0.5B$1B$1.5B$2B$2.5B 202220232024 $0.58B $1.88B ▲ +224.1%
Year Plans Participants Total Assets
2022 19 17,298 $581M
2023 30 45,238 $1.2B
2024 32 58,553 $1.9B

Nearby 401(k) Plans in California

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

Buckingham Strategic Partners Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Buckingham Strategic Partners Pooled Employer Plan, Total assets ($B): 0.021300966 · Participants: 54Buckingham Strategic Partners Pooled Employer PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Buckingham Strategic Partners Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Buckingham Strategic Partners Pooled Employer Plan side-by-side with 3 peers →

Buckingham Strategic Partners Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fivepoint Credit Union Thrift and Savings Plan in TX ($21M); by covered participants it is Logix Inc 401(k) Profit Sharing Plan & Trust in MA (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Buckingham Strategic Partners Pooled Employer Plan assets move in 2022? ▼
Buckingham Strategic Partners Pooled Employer Plan surged - up 5597.9% during 2022, from $374K to $21M. Reported net income was $2M.
How have Newport Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newport Group, Inc.'s sponsor-wide assets grew 223.3%, from $581M to $1.9B.
Where does Buckingham Strategic Partners Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Buckingham Strategic Partners Pooled Employer Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Buckingham Strategic Partners Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fivepoint Credit Union Thrift and Savings Plan in TX ($21M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Buckingham Strategic Partners Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Logix Inc 401(k) Profit Sharing Plan & Trust in MA (54 participants, $4M 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 272037969.

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.