401(k) · DOL Form 5500 · 2023

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
787
Participants Near avg headcount
88th
Percentile by assets National rank
$85,769
Avg per participant Below avg balance/head
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Official DOL plan name: Tfo Advantage Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$68M in assets, 787 participants

Newport Group, Inc.'s Tfo Advantage Pooled Employer Plan reported $68M in total assets and 787 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.

  • #18,198 in Professional & Technical Services (20,321 peers)

Where Tfo Advantage Pooled Employer Plan sits by assets

Tfo Advantage Pooled Employer Plan sits in the top quartile of all filed plans by assets, $68M for 787 participants (~$85,769/participant).

#18,198
in Professional & Technical Services (20,321 peers)
$7M
reported net income
0.7×
vs typical plan assets (national mean)

Tfo Advantage Pooled Employer Plan's outsized position by total assets

Tfo Advantage Pooled Employer Plan vs every filed plan by assets

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

$67,500,423 Top 12% higher than 88% 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

Tfo 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. Tfo Advantage Pooled Employer Plan sits mid-pack in the medium band (787 participants).

Published 5500 schedule card

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

Tfo Advantage Pooled Employer Plan · $68M · 787 · 88th

  • PCT $68M
  • EIN 787
  • RANK 88th
  • PHOTO 401(k)
  • IND near Red Spot Paint & Varnish Company, Inc. Employees' 401(k) Savings Plan
  • EOY ind #18198

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 →

Tfo Advantage Pooled Employer Plan in the asset neighbourhood

Erickson Incorporated 401(k) Profit Sharing PlanErickson Incorporated 401(k)…$68MCredence Management Solutions 401(k) Profit Sharing PlanCredence Management Solution…$68MTfo Advantage Pooled Employer PlanTfo Advantage Pooled Employe…$68MRed Spot Paint & Varnish Company, Inc. Employees' 401(k) Savings PlanRed Spot Paint & Varnish Com…$68MSlocum Orthopedics, P.C. 401(k) Profit Sharing PlanSlocum Orthopedics, P.C. 401…$67M
End-of-year total assets ($M) among Tfo Advantage Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$68M
Net Income$7M
Employer EIN272037969
Plan Effective Date2022-12-09
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.

Tfo Advantage Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Tfo Advantage Pooled Employer Plan, Total assets ($B): 0.067500423 · Participants: 787Tfo 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
Tfo Advantage Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tfo Advantage Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Red Spot Paint & Varnish Company, Inc. Employees' 401(k) Savings Plan in IN ($68M); by covered participants it is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (787 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.
Where does Tfo Advantage Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Tfo Advantage Pooled Employer 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 401(k) plans are similar in size to Tfo Advantage Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Red Spot Paint & Varnish Company, Inc. Employees' 401(k) Savings Plan in IN ($68M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Tfo Advantage Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants, $71M 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.