ESOP · DOL Form 5500 · 2022

Newport Harbor Corporation ESOP

Data updated 2026-08-25

$53M
Total assets Below avg plan size
1,057
Participants Near avg headcount
88th
Percentile by assets National rank
$49,679
Avg per participant Low balance/head
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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.

  • #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.

#4,665
in Administrative & Support Services (4,927 peers)
+1.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Newport Harbor Corporation Employee Stock Ownership Plan's outsized position by total assets

Newport Harbor Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$52,510,526 Top 12% higher than 88% 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 Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newport Harbor Corporation Employee Stock Ownership Plan lands in the large band (1,057 participants).

Plan-year Form 5500 strip

Filing strip 050191225 · Newport Harbor Corporation PY 2022 · ESOP

Newport Harbor Corporation Employee Stock Ownership Plan · $53M · 1,057 · 88th

  • VS-ST $53M
  • VS-ST 1,057
  • VS-ST 88th
  • VS-ST ESOP
  • VS-ST near Dienen, Inc. Employee Stock Ownership Plan
  • VS-ST ind #4665

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 What is an ESOP? → · Plans in Rhode Island →

Newport Harbor Corporation Employee Stock Ownership Plan in the asset neighbourhood

Virginia Systems and Technology, Inc. Profit Sharing PlanVirginia Systems and Technol…$53MIntegra Technologies Employee Stock Ownership PlanIntegra Technologies Employe…$53MNewport Harbor Corporation Employee Stock Ownership PlanNewport Harbor Corporation E…$53MDienen, Inc. Employee Stock Ownership PlanDienen, Inc. Employee Stock …$52MO'neil Industries, Inc. Employee Stock Ownership PlanO'neil Industries, Inc. Empl…$52M
End-of-year total assets ($M) among Newport Harbor Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$47M
Net Income$823K
Employer EIN050191225
Plan Effective Date1995-01-01
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 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 Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Newport Harbor Corporation Employee Stock Ownership Plan, Total assets ($B): 0.052510526 · Participants: 1057Newport Harbor Corporation Employee Stock Ownership PlanThe Bank of America Transferred Savings Account Plan, Total assets ($B): 1.006839487 · Participants: 5057The Bank of America Transferred Savings Account PlanCentury Drywall, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.064594 · Participants: 43Century Drywall, Inc. Employee Stock Ownership PlanThielsch Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.057979722 · Participants: 481Thielsch Engineering, Inc. Employee Stock Ownership PlanBeta Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.018113029 · Participants: 166Beta Group, Inc. Employee Stock Ownership PlanMarine Acoustics, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004405609 · Participants: 40Marine Acoustics, Inc. Employee Stock Ownership Plan
Newport Harbor Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants
Compare Newport Harbor Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Newport Harbor Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Rhode Island, the nearest ESOP by assets is Dienen, Inc. Employee Stock Ownership Plan in IN ($52M); by covered participants it is Paq Employee Stock Ownership Plan in CA (1,058 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,057 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 Employee Stock Ownership Plan assets move in 2022? ▼
Newport Harbor Corporation Employee Stock Ownership Plan edged up modestly - up 1.0% during 2022, from $52M to $53M. Reported net income was $823K.
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.
Where does Newport Harbor Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Newport Harbor Corporation Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Newport Harbor Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dienen, Inc. Employee Stock Ownership Plan in IN ($52M, 154 participants).
Which ESOP plans cover a similar participant headcount to Newport Harbor Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Paq Employee Stock Ownership Plan in CA (1,058 participants, $61M 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 050191225.

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.