401(k) · DOL Form 5500 · 2022

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$136M
Total assets Near avg plan size
6,211
Participants Above avg headcount
94th
Percentile by assets National rank
$21,882
Avg per participant Low balance/head
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Official DOL plan name: Savewisetm Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$136M in assets, 6,211 participants

Newport Group, Inc.'s Savewisetm Pooled Employer Plan reported $136M in total assets and 6,211 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #20,551 in Professional & Technical Services (21,562 peers)

Coverage in California

Savewisetm Pooled Employer Plan covers 6,211 participants in California, 9.9x the typical California plan (state average ~630 per filing). Assets: $136M.

#20,551
in Professional & Technical Services (21,562 peers)
+29154.4%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Savewisetm Pooled Employer Plan's outsized position by total assets

Savewisetm Pooled Employer Plan vs every filed plan by assets

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

$135,910,363 Top 6% higher than 94% 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

Savewisetm Pooled Employer 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. Savewisetm Pooled Employer Plan lands in the large band (6,211 participants).

Published 5500 schedule card

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

Savewisetm Pooled Employer Plan · $136M · 6,211 · 94th

  • NET $136M
  • NET 6,211
  • NET 94th
  • NET 401(k)
  • NET near Gibraltar 401(k) Plan
  • NET ind #20551

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 →

Savewisetm Pooled Employer Plan in the asset neighbourhood

Klein Tools Retirement Savings PlanKlein Tools Retirement Savin…$136MGreystone 401(k) Savings Plan$136MGibraltar 401(k) Plan$136MSavewisetm Pooled Employer PlanSavewisetm Pooled Employer P…$136MBluegreen Vacations Corporation Retirement Savings PlanBluegreen Vacations Corporat…$136M
End-of-year total assets ($M) among Savewisetm Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$465K
Net Assets (End of Year)$136M
Net Income$13M
Employer EIN272037969
Plan Effective Date2021-04-01
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.

Savewisetm Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Savewisetm Pooled Employer Plan, Total assets ($B): 0.135910363 · Participants: 6211Savewisetm 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
Savewisetm Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Savewisetm Pooled Employer Plan side-by-side with 3 peers →

Scale composition for Savewisetm Pooled Employer Plan

Savewisetm Pooled Employer Plan reports $136M in end-of-year assets across 6,211 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $21,882 per participant (16% of the national average assets-per-participant) . Net income for plan year 2022 was $13M.

This plan identity (EIN 272037969, plan #016) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $136M to $431M (+217.2%) while covered participants moved from 6,211 to 23,074 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,211 $136M This page
2023 18,345 $347M Open filing
2024 · index core 23,074 $431M Open filing

The same sponsor also keeps 4 other index-core plans on PlainRetire:

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

Outside California, the nearest 401(k) by assets is Gibraltar 401(k) Plan in NY ($136M); by covered participants it is Designer Brands Inc. 401(k) Plan in OH (6,215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($136M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,211 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 Savewisetm Pooled Employer Plan assets move in 2022? ▼
Savewisetm Pooled Employer Plan surged - up 29154.4% during 2022, from $465K to $136M. Reported net income was $13M.
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 Savewisetm Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Savewisetm Pooled Employer Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Savewisetm Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gibraltar 401(k) Plan in NY ($136M, 1,705 participants).
Which 401(k) plans cover a similar participant headcount to Savewisetm Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Designer Brands Inc. 401(k) Plan in OH (6,215 participants, $187M 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.