401(k) · DOL Form 5500 · 2022

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
102
Participants Small participant base
34th
Percentile by assets National rank
$20,218
Avg per participant Low balance/head
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Official DOL plan name: Rfg Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$2M in assets, 102 participants

Newport Group, Inc.'s Rfg Pooled Employer Plan reported $2M in total assets and 102 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,656 in Professional & Technical Services (21,562 peers)

Coverage in California

Rfg Pooled Employer Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $2M.

#6,656
in Professional & Technical Services (21,562 peers)
+43.3%
assets growth YoY

Rfg Pooled Employer Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rfg Pooled Employer Plan vs every filed plan by assets

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

$2,062,256 34th percentile higher than 34% 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

Rfg Pooled Employer Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rfg Pooled Employer Plan sits mid-pack in the medium band (102 participants).

Form 5500 schedule snapshot

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

Rfg Pooled Employer Plan · $2M · 102 · 34th

  • PART $2M
  • PART 102
  • PART 34th
  • PART 401(k)
  • PART near Best Buy Puerto Rico Retirement Savings Plan
  • PART ind #6656

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 →

Rfg Pooled Employer Plan in the asset neighbourhood

Rfg Pooled Employer Plan$2MBest Buy Puerto Rico Retirement Savings PlanBest Buy Puerto Rico Retirem…$2MOk International Corp. Profit Sharing Plan and TrustOk International Corp. Profi…$2MWfn Strategies 401(k) Plan$2MMidwest Weather, Inc. Retirement and Savings PlanMidwest Weather, Inc. Retire…$2M
End-of-year total assets ($M) among Rfg Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$540K
Employer EIN272037969
Plan Effective Date2021-01-01
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.

Rfg Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rfg Pooled Employer Plan, Total assets ($B): 0.002062256 · Participants: 102Rfg 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
Rfg Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rfg Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Best Buy Puerto Rico Retirement Savings Plan in MN ($2M); by covered participants it is Develey USA 401(k) Plan in TN (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Rfg Pooled Employer Plan assets move in 2022? ▼
Rfg Pooled Employer Plan surged - up 43.3% during 2022, from $1M to $2M. Reported net income was $540K.
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.
Which 401(k) plans are similar in size to Rfg Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Best Buy Puerto Rico Retirement Savings Plan in MN ($2M, 344 participants).
Which 401(k) plans cover a similar participant headcount to Rfg Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Develey USA 401(k) Plan in TN (102 participants, $2M 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.