401(k) · DOL Form 5500 · 2022

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
269
Participants Below avg headcount
72nd
Percentile by assets National rank
$54,475
Avg per participant Low balance/head
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Official DOL plan name: Allworth Financial Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$15M in assets, 269 participants

Newport Group, Inc.'s Allworth Financial Pooled Employer Plan reported $15M in total assets and 269 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,453 in Professional & Technical Services (21,562 peers)

Coverage in California

Allworth Financial Pooled Employer Plan covers 269 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $15M.

#15,453
in Professional & Technical Services (21,562 peers)
-8.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allworth Financial Pooled Employer Plan's outsized position by total assets

Allworth Financial Pooled Employer Plan vs every filed plan by assets

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

$14,653,826 Top 28% higher than 72% 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

Allworth Financial 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. Allworth Financial Pooled Employer Plan sits mid-pack in the medium band (269 participants).

EBSA filing schedule strip

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

Allworth Financial Pooled Employer Plan · $15M · 269 · 72nd

  • BOOK $15M
  • BOOK 269
  • BOOK 72nd
  • BOOK 401(k)
  • BOOK near United Chester Industries, Inc. 401(k) Plan
  • BOOK ind #15453

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 →

Allworth Financial Pooled Employer Plan in the asset neighbourhood

Allworth Financial Pooled Employer PlanAllworth Financial Pooled Em…$15MUnited Chester Industries, Inc. 401(k) PlanUnited Chester Industries, I…$15MJerry's Building Materials, Inc. Profit Sharing 401(k) PlanJerry's Building Materials, …$15MAristeia Capital, LLC Retirement PlanAristeia Capital, LLC Retire…$15MBrown Sims, P.C. 401(k) Plan$15M
End-of-year total assets ($M) among Allworth Financial Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$15M
Net Income-$1M
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.

Allworth Financial Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Allworth Financial Pooled Employer Plan, Total assets ($B): 0.014653826 · Participants: 269Allworth Financial 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
Allworth Financial Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Allworth Financial Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is United Chester Industries, Inc. 401(k) Plan in TX ($15M); by covered participants it is Werner Affiliated Companies Employees Savings Trust in NE (269 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (269 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 Allworth Financial Pooled Employer Plan assets move in 2022? ▼
Allworth Financial Pooled Employer Plan pulled back noticeably - down 8.5% during 2022, from $16M to $15M. Reported net income was -$1M.
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 Allworth Financial Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Chester Industries, Inc. 401(k) Plan in TX ($15M, 178 participants).
Which 401(k) plans cover a similar participant headcount to Allworth Financial Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Werner Affiliated Companies Employees Savings Trust in NE (269 participants, $12M 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.