401(k) · DOL Form 5500 · 2022

Newport Harbor Corporation 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
905
Participants Near avg headcount
59th
Percentile by assets National rank
$8,177
Avg per participant Low balance/head
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Official DOL plan name: Newport Harbor Corporation Employees Retirement Savings Plan & Trust · Sponsored by Newport Harbor Corporation · Rhode Island · Administrative & Support Services

$7M in assets, 905 participants

Newport Harbor Corporation's Newport Harbor Corporation Employees Retirement Savings Plan & Trust reported $7M in total assets and 905 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,880 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Newport Harbor Corporation Employees Retirement Savings Plan & Trust ranks #3,880 of 4,927 2022 filers by assets (390% of the sector average)-$7M for 905 participants.

#3,880
in Administrative & Support Services (4,927 peers)
-16.1%
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.

Newport Harbor Corporation Employees Retirement Savings Plan & Trust's mid-pack asset rank among Administrative & Support Services and all filers

Newport Harbor Corporation Employees Retirement Savings Plan & Trust vs every filed plan by assets

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

$7,399,895 Top 41% higher than 59% 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

Newport Harbor Corporation Employees Retirement Savings Plan & Trust 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. Newport Harbor Corporation Employees Retirement Savings Plan & Trust sits mid-pack in the medium band (905 participants).

Plan-year Form 5500 strip

Filing strip 050191225 · Newport Harbor Corporation PY 2022 · 401(k)

Newport Harbor Corporation Employees Retirement Savings Plan & Trust · $7M · 905 · 59th

  • PART $7M
  • PART 905
  • PART 59th
  • PART 401(k)
  • PART near Portacool, LLC 401(k) Plan
  • PART ind #3880

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 Administrative & Support Services retirement plans → · Plans in Rhode Island →

Newport Harbor Corporation Employees Retirement Savings Plan & Trust in the asset neighbourhood

Newport Harbor Corporation Employees Retirement Savings Plan & TrustNewport Harbor Corporation E…$7MPortacool, LLC 401(k) Plan$7MReal Estate Law Group, LLP Profit Sharing 401(k) PlanReal Estate Law Group, LLP P…$7MCharter School 401(k) Retirement PlanCharter School 401(k) Retire…$7MQuantum-Si Incorporated 401(k) PlanQuantum-Si Incorporated 401(…$7M
End-of-year total assets ($M) among Newport Harbor Corporation Employees Retirement Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN050191225
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newport Harbor Corporation)

Sponsor-wide plan assets over time

All Newport Harbor Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$84M 39.46880293163021% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.9M $83.6M ▲ +39.5%
Year Plans Participants Total Assets
2022 2 1,962 $60M
2023 2 2,084 $74M
2024 2 2,329 $84M

Nearby 401(k) Plans in Rhode Island

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

Newport Harbor Corporation Employees Retirement Savings Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Newport Harbor Corporation Employees Retirement Savings Plan & Trust, Total assets ($B): 0.007399895 · Participants: 905Newport Harbor Corporation Employees Retirement Savings Plan & TrustCVS Health Future Fund 401(k) Plan, Total assets ($B): 24.237200876 · Participants: 273274CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 4.980267873 · Participants: 25353Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.504448168 · Participants: 17454Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.458736828 · Participants: 24670Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.429728934 · Participants: 3865Fm Global 401(k) Savings Plan
Newport Harbor Corporation Employees Retirement Savings Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants

Newport Harbor Corporation Employees Retirement Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Portacool, LLC 401(k) Plan in TX ($7M); by covered participants it is Rue Gilt Groupe 401(k) Plan in MA (905 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (905 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 Newport Harbor Corporation Employees Retirement Savings Plan & Trust assets move in 2022?
Newport Harbor Corporation Employees Retirement Savings Plan & Trust declined sharply - down 16.1% during 2022, from $9M to $7M. Reported net income was -$1M.
How have Newport Harbor Corporation plan assets changed over time?
Across 3 plan years on file (2022-2024), Newport Harbor Corporation's sponsor-wide assets grew 39.5%, from $60M to $84M.
Which 401(k) plans are similar in size to Newport Harbor Corporation Employees Retirement Savings Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Portacool, LLC 401(k) Plan in TX ($7M, 396 participants).
Which 401(k) plans cover a similar participant headcount to Newport Harbor Corporation Employees Retirement Savings Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Rue Gilt Groupe 401(k) Plan in MA (905 participants, $35M in assets).