401(k) · DOL Form 5500 · 2023

Newport Harbor Corporation 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,006
Participants Near avg headcount
59th
Percentile by assets National rank
$10,082
Avg per participant Low balance/head
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Official DOL plan name: Newport Harbor Corporation Employees Retirement Savings Plan & Trust · Sponsored by Newport Harbor Corporation · Rhode Island · Administrative & Support Services

$10M in assets, 1,006 participants

Newport Harbor Corporation's Newport Harbor Corporation Employees Retirement Savings Plan & Trust reported $10M in total assets and 1,006 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,381 in Administrative & Support Services (4,372 peers)

Newport Harbor Corporation multi-year trail

Newport Harbor Corporation's plans moved +39.5% in assets from 2022 to 2024; this filing shows Newport Harbor Corporation Employees Retirement Savings Plan & Trust at $10M / 1,006 participants.

#3,381
in Administrative & Support Services (4,372 peers)
+37.1%
assets growth YoY

Newport Harbor Corporation Employees Retirement Savings Plan & Trust's mid-pack asset rank among Administrative & Support Services and all filers

Newport Harbor Corporation Employees Retirement Savings Plan & Trust vs every filed plan by assets

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

$10,142,730 Top 41% higher than 59% 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 Harbor Corporation Employees Retirement Savings Plan & Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newport Harbor Corporation Employees Retirement Savings Plan & Trust lands in the large band (1,006 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Newport Harbor Corporation Employees Retirement Savings Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Newport Harbor Corporation Employees Retirement Savings Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Newport Harbor Corporation Employees Retirement Savings Plan & Trust reported participants rose from 905 in the plan year 2022 filing to 1,006 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 050191225 · Newport Harbor Corporation PY 2023 · 401(k)

Newport Harbor Corporation Employees Retirement Savings Plan & Trust · $10M · 1,006 · 59th

  • PCT $10M
  • EIN 1,006
  • RANK 59th
  • PHOTO 401(k)
  • IND near Allan Vigil Ford Lincoln 401(k) Profit Sharing Plan
  • EOY ind #3381

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 Administrative & Support Services retirement plans → · Plans in Rhode Island →

Newport Harbor Corporation Employees Retirement Savings Plan & Trust in the asset neighbourhood

Newport Harbor Corporation Employees Retirement Savings Plan & TrustNewport Harbor Corporation E…$10MAllan Vigil Ford Lincoln 401(k) Profit Sharing PlanAllan Vigil Ford Lincoln 401…$10MThe Witkoff Group, LLC 401(k) PlanThe Witkoff Group, LLC 401(k…$10MAamp Global 401(k) Plan$10MNew York State Public Employees Federation, AFL-CIO-M/C PlanNew York State Public Employ…$10M
End-of-year total assets ($M) among Newport Harbor Corporation Employees Retirement Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Newport Harbor Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Newport Harbor Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$84M 39.46880293163021% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.9M $83.6M ▲ +39.5%
Year Plans Participants Total Assets
2022 2 1,962 $60M
2023 2 2,084 $74M
2024 2 2,329 $84M

Newport Harbor Corporation filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN050191225
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Rhode Island

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

Newport Harbor Corporation Employees Retirement Savings Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Newport Harbor Corporation Employees Retirement Savings Plan & Trust, Total assets ($B): 0.01014273 · Participants: 1006Newport Harbor Corporation Employees Retirement Savings Plan & TrustCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Newport Harbor Corporation Employees Retirement Savings Plan & Trust vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Newport Harbor Corporation Employees Retirement Savings Plan & Trust side-by-side with 3 peers →

Newport Harbor Corporation Employees Retirement Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Allan Vigil Ford Lincoln 401(k) Profit Sharing Plan in GA ($10M); by covered participants it is My Choice Wisconsin 401(k) Plan in WI (1,006 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,006 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 Harbor Corporation Employees Retirement Savings Plan & Trust assets move in 2023? ▼
Newport Harbor Corporation Employees Retirement Savings Plan & Trust surged - up 37.1% during 2023, from $7M to $10M. Reported net income was $3M.
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.
Which 401(k) plans are similar in size to Newport Harbor Corporation Employees Retirement Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Allan Vigil Ford Lincoln 401(k) Profit Sharing Plan in GA ($10M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Newport Harbor Corporation Employees Retirement Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is My Choice Wisconsin 401(k) Plan in WI (1,006 participants, N/A 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 050191225.

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.