401(k) · DOL Form 5500 · 2023

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
296
Participants Below avg headcount
55th
Percentile by assets National rank
$28,111
Avg per participant Low balance/head
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Official DOL plan name: Aprio Advantage Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$8M in assets, 296 participants

Newport Group, Inc.'s Aprio Advantage Pooled Employer Plan reported $8M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,799 in Professional & Technical Services (20,321 peers)

Coverage in California

Aprio Advantage Pooled Employer Plan covers 296 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $8M.

#10,799
in Professional & Technical Services (20,321 peers)
$123K
reported net income

Aprio Advantage Pooled Employer Plan's mid-pack asset rank among Professional & Technical Services and all filers

Aprio Advantage Pooled Employer Plan vs every filed plan by assets

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

$8,320,801 Top 45% higher than 55% 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

Aprio Advantage Pooled Employer Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aprio Advantage Pooled Employer Plan sits mid-pack in the medium band (296 participants).

Form 5500 schedule snapshot

Filing strip 272037969 · Newport Group, Inc. PY 2023 · 401(k)

Aprio Advantage Pooled Employer Plan · $8M · 296 · 55th

  • RANK $8M
  • PHOTO 296
  • IND 55th
  • EOY 401(k)
  • 5500 near B.E.a.T., LLC 401(k) Plan
  • ASSETS ind #10799

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 →

Aprio Advantage Pooled Employer Plan in the asset neighbourhood

Aprio Advantage Pooled Employer PlanAprio Advantage Pooled Emplo…$8MB.E.a.T., LLC 401(k) Plan$8MIBEW Local Union No 226 Open End Defined Contribution PlanIBEW Local Union No 226 Open…$8MClark Manufacturing Company Employee Benefit PlanClark Manufacturing Company …$8MDelfingen US, Inc. Retirement Savings PlanDelfingen US, Inc. Retiremen…$8M
End-of-year total assets ($M) among Aprio Advantage Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$8M
Net Income$123K
Employer EIN272037969
Plan Effective Date2023-05-01
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.

Aprio Advantage Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aprio Advantage Pooled Employer Plan, Total assets ($B): 0.008320801 · Participants: 296Aprio Advantage Pooled Employer PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Aprio Advantage Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aprio Advantage Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is B.E.a.T., LLC 401(k) Plan in TX ($8M); by covered participants it is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 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.
Which 401(k) plans are similar in size to Aprio Advantage Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is B.E.a.T., LLC 401(k) Plan in TX ($8M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Aprio Advantage Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants, $15M 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 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.