ESOP · DOL Form 5500 · 2023

Newport Harbor Corporation ESOP

Data updated 2026-08-11

$64M
Total assets: 1,078
Participants: 88th
Percentile by assets: $58,996
Avg per participant

Official DOL plan name: Newport Harbor Corporation Employee Stock Ownership Plan · Sponsored by Newport Harbor Corporation · Rhode Island · Administrative & Support Services

$64M in assets, 1,078 participants

Newport Harbor Corporation's Newport Harbor Corporation Employee Stock Ownership Plan reported $64M in total assets and 1,078 participants in its 2023 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 127,072 plans)
#4,109 in Administrative & Support Services (4,372 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, $64M for 1,078 participants (~$58,996/participant), up 21.1% in 2023.

$64M
total plan assets (2023 EOY): 1,078
covered participants: 88th
percentile by assets (of 127,072 plans): $58,996
avg assets per participant

Newport Harbor Corporation Employee Stock Ownership Plan reported net income rose from $823K in the plan year 2022 filing to $11M in the plan year 2023 filing.
Newport Harbor Corporation Employee Stock Ownership Plan end-of-year assets rose from $53M in the plan year 2022 filing to $64M in the plan year 2023 filing.
Newport Harbor Corporation Employee Stock Ownership Plan reported participants rose from 1,057 in the plan year 2022 filing to 1,078 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Rhode Island

Industry

Administrative & Support Services

Newport Harbor Corporation Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Newport Harbor Corporation Employee Stock Ownership Plan outranks 88% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$53M
Net Assets (End of Year)	$58M
Net Income	$11M
Employer EIN	050191225
Plan Effective Date	1995-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Newport Harbor Corporation)

Total plan assets by year, all Newport Harbor Corporation plans on file

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

The Bank of America Transferred Savings Account Plan $1.1B · 4,647
Century Drywall, Inc. Employee Stock Ownership Plan $75M · 43
Thielsch Engineering, Inc. Employee Stock Ownership Plan $65M · 477
Beta Group, Inc. Employee Stock Ownership Plan $23M · 162
Marine Acoustics, Inc. Employee Stock Ownership Plan $6M · 51

Compare Newport Harbor Corporation Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Newport Harbor Corporation Employee Stock Ownership Plan by total assets, not by location.

S&me, Inc. Employee Stock Ownership Plan (NC) $64M · 967
Wallner Expac Employer Stock Ownership Plan (CA) $64M · 127
Hinderliter, De Llamas & Associates ESOP (CA) $63M · 308
Dynamic Chemical Solutions, Inc. Employee Stock Ownership Plan (TX) $63M · 141

Frequently Asked Questions

How did Newport Harbor Corporation Employee Stock Ownership Plan assets move in 2023? ▼

Newport Harbor Corporation Employee Stock Ownership Plan grew sharply - up 21.1% during 2023, from $53M to $64M. Reported net income was $11M.

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 127,072 plans that reported assets for plan year 2023 (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 S&me, Inc. Employee Stock Ownership Plan in NC ($64M, 967 participants).

Next read for Newport Harbor Corporation Employee Stoc…

Scale reading

Ways to act on Newport Harbor Corporation Employee Stock Ownership Plan's numbers.

By total assets, Newport Harbor Corporation Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Rhode Island. Compare plans
Newport Harbor Corporation's sponsor-wide assets have grown 39.5% since 2022 across 3 plan years on file. More Administrative & Support Services plans

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 050191225.