401(k) · DOL Form 5500 · 2022

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
129
Participants Small participant base
80th
Percentile by assets National rank
$191,217
Avg per participant Above avg balance/head
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Official DOL plan name: Advisor Managed Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$25M in assets, 129 participants

Newport Group, Inc.'s Advisor Managed Pooled Employer Plan reported $25M in total assets and 129 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,401 in Professional & Technical Services (21,562 peers)

Coverage in California

Advisor Managed Pooled Employer Plan covers 129 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $25M.

#17,401
in Professional & Technical Services (21,562 peers)
+16.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advisor Managed Pooled Employer Plan's outsized position by total assets

Advisor Managed Pooled Employer Plan vs every filed plan by assets

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

$24,667,044 Top 20% higher than 80% 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

Advisor Managed 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. Advisor Managed Pooled Employer Plan sits mid-pack in the medium band (129 participants).

DOL schedule card

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

Advisor Managed Pooled Employer Plan · $25M · 129 · 80th

  • ASSETS $25M
  • PCT 129
  • EIN 80th
  • RANK 401(k)
  • PHOTO near Alexander Mann Retirement Savings Plan
  • IND ind #17401

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 →

Advisor Managed Pooled Employer Plan in the asset neighbourhood

Advisor Managed Pooled Employer PlanAdvisor Managed Pooled Emplo…$25MAlexander Mann Retirement Savings PlanAlexander Mann Retirement Sa…$25MIsidore Newman School 401(k) Retirement PlanIsidore Newman School 401(k)…$25MA.J. Rose Retirement and 401(k) Plan for Non-Union EmployeesA.J. Rose Retirement and 401…$25MNeosystems Corp. Employees 401(k) and Profit Sharing PlanNeosystems Corp. Employees 4…$25M
End-of-year total assets ($M) among Advisor Managed Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN272037969
Plan Effective Date2021-02-19
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.

Advisor Managed Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Advisor Managed Pooled Employer Plan, Total assets ($B): 0.024667044 · Participants: 129Advisor Managed 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
Advisor Managed Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Advisor Managed Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Alexander Mann Retirement Savings Plan in OH ($25M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Advisor Managed Pooled Employer Plan assets move in 2022? ▼
Advisor Managed Pooled Employer Plan grew sharply - up 16.5% during 2022, from $21M to $25M. Reported net income was -$3M.
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.
Where does Advisor Managed Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Advisor Managed Pooled Employer Plan ranks in the 80th 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 401(k) plans are similar in size to Advisor Managed Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alexander Mann Retirement Savings Plan in OH ($25M, 1,329 participants).
Which 401(k) plans cover a similar participant headcount to Advisor Managed Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (129 participants, $449K 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.