401(k) · DOL Form 5500 · 2022

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
13
Participants Small participant base
52nd
Percentile by assets National rank
$412,774
Avg per participant High balance/head
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Official DOL plan name: Hb 3(38) Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$5M in assets, 13 participants

Newport Group, Inc.'s Hb 3(38) Pooled Employer Plan reported $5M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,753 in Professional & Technical Services (21,562 peers)

Newport Group, Inc. multi-year trail

Newport Group, Inc.'s plans moved +223.3% in assets from 2022 to 2024; this filing shows Hb 3(38) Pooled Employer Plan at $5M / 13 participants.

#10,753
in Professional & Technical Services (21,562 peers)
+9142.8%
assets growth YoY

Hb 3(38) Pooled Employer Plan's mid-pack asset rank among Professional & Technical Services and all filers

Hb 3(38) Pooled Employer Plan vs every filed plan by assets

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

$5,366,065 Top 48% higher than 52% 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

Hb 3(38) 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. Hb 3(38) Pooled Employer Plan is a small filing (13 participants) on this national headcount ladder.

Form 5500 schedule snapshot

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

Hb 3(38) Pooled Employer Plan · $5M · 13 · 52nd

  • IND $5M
  • IND 13
  • IND 52nd
  • IND 401(k)
  • IND near Cardinal Services 401(k) & Psp
  • IND ind #10753

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 →

Hb 3(38) Pooled Employer Plan in the asset neighbourhood

Hb 3(38) Pooled Employer Plan$5MCardinal Services 401(k) & PspCardinal Services 401(k) & P…$5MAzria Health 401(k) Plan$5MBaggett, Mccall LLC 401(k) PlanBaggett, Mccall LLC 401(k) P…$5MAxiom Constr & Consulting, LLC 401(k) P/S PlanAxiom Constr & Consulting, L…$5M
End-of-year total assets ($M) among Hb 3(38) Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Newport Group, Inc. multi-year asset trail

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

Newport Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$58K
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN272037969
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Hb 3(38) Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hb 3(38) Pooled Employer Plan, Total assets ($B): 0.005366065 · Participants: 13Hb 3(38) 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
Hb 3(38) Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Hb 3(38) Pooled Employer Plan side-by-side with 3 peers →

Hb 3(38) Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cardinal Services 401(k) & Psp in LA ($5M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Hb 3(38) Pooled Employer Plan assets move in 2022? ▼
Hb 3(38) Pooled Employer Plan surged - up 9142.8% during 2022, from $58K to $5M. 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.
Which 401(k) plans are similar in size to Hb 3(38) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cardinal Services 401(k) & Psp in LA ($5M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Hb 3(38) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 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 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.