ESOP · DOL Form 5500 · 2022
Newport Harbor Corporation ESOP
Data updated 2026-08-11
- $53M
- Total assets
- 1,057
- Participants
- 88th
- Percentile by assets
- $49,679
- Avg per participant
Official DOL plan name: Newport Harbor Corporation Employee Stock Ownership Plan · Sponsored by Newport Harbor Corporation · Rhode Island · Administrative & Support Services
$53M in assets, 1,057 participants
Newport Harbor Corporation's Newport Harbor Corporation Employee Stock Ownership Plan reported $53M in total assets and 1,057 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 139,126 plans)
- #4,665 in Administrative & Support Services (4,927 peers)
Where Newport Harbor Corporation Employee Stock Ownership Plan sits by assets
Newport Harbor Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $53M for 1,057 participants (~$49,679/participant), up 1.0% in 2022.
- $53M
- total plan assets (2022 EOY)
- 1,057
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $49,679
- avg assets per participant
Newport Harbor Corporation Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Newport Harbor Corporation Employee Stock Ownership Plan outranks 88% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $823K |
| Employer EIN | 050191225 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Newport Harbor Corporation)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,962 | $60M |
| 2023 | 2 | 2,084 | $74M |
| 2024 | 2 | 2,329 | $84M |
Nearby ESOP Plans in Rhode Island
Peer ESOP plans, same state, same plan type, ranked by total assets.
Newport Harbor Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants
- The Bank of America Transferred Savings Account Plan $1.0B · 5,057
- Century Drywall, Inc. Employee Stock Ownership Plan $65M · 43
- Thielsch Engineering, Inc. Employee Stock Ownership Plan $58M · 481
- Beta Group, Inc. Employee Stock Ownership Plan $18M · 166
- Marine Acoustics, Inc. Employee Stock Ownership Plan $4M · 40
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Newport Harbor Corporation Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Newport Harbor Corporation Employee Stock Ownership Plan assets move in 2022? ▼
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Where does Newport Harbor Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Newport Harbor Corporation Employee Stoc…
Scale reading
Ways to act on Newport Harbor Corporation Employee Stock Ownership Plan's numbers.
- By total assets, Newport Harbor Corporation Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Rhode Island. Compare plans
- Newport Harbor Corporation's sponsor-wide assets have grown 39.5% since 2022 across 3 plan years on file. More Administrative & Support Services plans