401(k)
2022 plan-year 401(k) DOL Form 5500

Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Newport Pacific Capital Co., Inc. · California · Real Estate

What the 2023 filing shows

Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan holds $11M for 207 participants — about $55,542 per participant, down 12.9% over the 2022 plan year.

$11M
total plan assets (2022 EOY)
207
covered participants
$55,542
avg assets per participant
-12.9%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$11M
Participants
207
State
Industry
Real Estate

What the Filing Says About Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan

Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Newport Pacific Capital Co., Inc., headquartered in California. As of the 2022 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 207 participants across the Real Estate industry. The sponsor's EIN on file with the U.S. Department of Labor is 953510322, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2022 to $11M at year-end — a decline of 12.9%. Net assets (after liabilities) closed the year at $11M, with reported net income of $-1,702,317 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$-1,702,317
Plan Type401(k)
Employer EIN953510322
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newport Pacific Capital Co., Inc.)

Year Plans Participants Total Assets
2022 1 207 $11M
2023 1 199 $13M
2024 1 285 $14M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan?
As of the 2022 Form 5500 filing, Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan holds $11M in total assets with 207 participants. It is sponsored by Newport Pacific Capital Co., Inc..
What type of plan is Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan?
Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 953510322.
Who sponsors the Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan?
Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan is sponsored by Newport Pacific Capital Co., Inc., located in California. The sponsor's EIN is 953510322 and the plan operates in the Real Estate industry.
How did Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan perform in 2022?
Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan declined by 12.9% during 2022, moving from $13M to $11M in total assets. Net income was $-1,702,317.
Where can I find official filings for Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan?
Official Form 5500 filings for Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 953510322 or plan name at efast.dol.gov.
How does Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan compare to other plans?
You can compare Newport Pacific Capital Co., Inc. 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 953510322.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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