401(k) · DOL Form 5500 · 2023

Newport Capital Group, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
24
Participants Small participant base
36th
Percentile by assets National rank
$130,115
Avg per participant Near avg balance/head
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Official DOL plan name: Newport Capital Group, LLC 401(k) Plan · Sponsored by Newport Capital Group, LLC · New Jersey · Finance & Insurance

$3M in assets, 24 participants

Newport Capital Group, LLC's Newport Capital Group, LLC 401(k) Plan reported $3M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,231 in Finance & Insurance (8,869 peers)

Newport Capital Group, LLC multi-year trail

Newport Capital Group, LLC's plans moved +52.4% in assets from 2022 to 2024; this filing shows Newport Capital Group, LLC 401(k) Plan at $3M / 24 participants.

#2,231
in Finance & Insurance (8,869 peers)
+22.9%
assets growth YoY

Newport Capital Group, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Newport Capital Group, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,122,770 36th percentile higher than 36% of 127,068 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 2023

Newport Capital Group, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newport Capital Group, LLC 401(k) Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newport Capital Group, LLC 401(k) Plan reported net income rose from -$223K in the plan year 2022 filing to $583K in the plan year 2023 filing.
  • Newport Capital Group, LLC 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Newport Capital Group, LLC 401(k) Plan reported participants fell from 26 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 861109193 · Newport Capital Group, LLC PY 2023 · 401(k)

Newport Capital Group, LLC 401(k) Plan · $3M · 24 · 36th

  • 5500 $3M
  • ASSETS 24
  • PCT 36th
  • EIN 401(k)
  • RANK near Rfmbg Lincolnshire LLC 401(k) Plan
  • PHOTO ind #2231

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Newport Capital Group, LLC 401(k) Plan in the asset neighbourhood

Newport Capital Group, LLC 401(k) PlanNewport Capital Group, LLC 4…$3MRfmbg Lincolnshire LLC 401(k) PlanRfmbg Lincolnshire LLC 401(k…$3MFlerlage Marine Company 401(k) Retirement PlanFlerlage Marine Company 401(…$3MGbc Concrete & Masonry Construction, Inc. 401(k) Profit Sharing PlanGbc Concrete & Masonry Const…$3MFaddis Concrete Products 401(k) PlanFaddis Concrete Products 401…$3M
End-of-year total assets ($M) among Newport Capital Group, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Newport Capital Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Newport Capital Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 52.38946902219379% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.54M $3.87M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 26 $3M
2023 1 24 $3M
2024 1 29 $4M

Newport Capital Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$583K
Employer EIN861109193
Plan Effective Date2005-06-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Newport Capital Group, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Newport Capital Group, LLC 401(k) Plan, Total assets ($B): 0.00312277 · Participants: 24Newport Capital Group, LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Newport Capital Group, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Newport Capital Group, LLC 401(k) Plan side-by-side with 3 peers →

Newport Capital Group, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Rfmbg Lincolnshire LLC 401(k) Plan in IL ($3M); by covered participants it is Hopereid, Inc. Retirement Plan in PA (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Newport Capital Group, LLC 401(k) Plan assets move in 2023? ▼
Newport Capital Group, LLC 401(k) Plan grew sharply - up 22.9% during 2023, from $3M to $3M. Reported net income was $583K.
How have Newport Capital Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newport Capital Group, LLC's sponsor-wide assets grew 52.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Newport Capital Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rfmbg Lincolnshire LLC 401(k) Plan in IL ($3M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Newport Capital Group, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hopereid, Inc. Retirement Plan in PA (24 participants, $433K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 861109193.

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.