401(k) · DOL Form 5500 · 2022

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-11

$49M
Total assets
4,688
Participants
88th
Percentile by assets
$10,415
Avg per participant
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Official DOL plan name: Ascensus Secure Retirement Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$49M in assets, 4,688 participants

Newport Group, Inc.'s Ascensus Secure Retirement Pooled Employer Plan reported $49M in total assets and 4,688 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)
  • #19,155 in Professional & Technical Services (21,562 peers)

Coverage in California

Ascensus Secure Retirement Pooled Employer Plan covers 4,688 participants in California, 7.4x the typical California plan (state average ~630 per filing). Assets: $49M.

$49M
total plan assets (2022 EOY)
4,688
covered participants
88th
percentile by assets (of 139,126 plans)
$10,415
avg assets per participant

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Ascensus Secure Retirement Pooled Employer Plan reports 4,688 participants - 7.4x that state average ($49M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$204M
Net Assets (End of Year)$49M
Net Income-$16M
Employer EIN272037969
Plan Effective Date2021-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newport Group, Inc.)

$0B$0.5B$1B$1.5B$2B$2.5B 202220232024 $0.58B $1.88B ▲ +224.1%
Total plan assets by year, all Newport Group, Inc. plans on file
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.

Ascensus Secure Retirement Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants

Ascensus Secure Retirement 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 Ascensus Secure Reti…Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
Ascensus Secure Retirement Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ascensus Secure Retirement Pooled Employer Plan by total assets, not by location.

Frequently Asked Questions

How did Ascensus Secure Retirement Pooled Employer Plan assets move in 2022?
Ascensus Secure Retirement Pooled Employer Plan contracted severely - down 76.1% during 2022, from $204M to $49M. Reported net income was -$16M.
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 Ascensus Secure Retirement Pooled Employer Plan rank by assets among Form 5500 filers?
Ascensus Secure Retirement Pooled Employer 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 401(k) plans are similar in size to Ascensus Secure Retirement Pooled Employer Plan?
Among 401(k) plans in other states, the closest by assets is Benderson Development Co., LLC 401(k) Retirement Plan in FL ($49M, 335 participants).

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Filing takeaways

Ways to act on Ascensus Secure Retirement Pooled Employer Plan's numbers.