401(k) · DOL Form 5500 · 2023

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
1,017
Participants Near avg headcount
83rd
Percentile by assets National rank
$38,996
Avg per participant Low balance/head
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Official DOL plan name: Advisor Managed Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$40M in assets, 1,017 participants

Newport Group, Inc.'s Advisor Managed Pooled Employer Plan reported $40M in total assets and 1,017 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,008 in Professional & Technical Services (20,321 peers)

Where Advisor Managed Pooled Employer Plan sits by assets

Advisor Managed Pooled Employer Plan sits in the top quartile of all filed plans by assets, $40M for 1,017 participants (~$38,996/participant), up 60.8% in 2023.

#17,008
in Professional & Technical Services (20,321 peers)
+60.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Advisor Managed Pooled Employer Plan's outsized position by total assets

Advisor Managed Pooled Employer Plan vs every filed plan by assets

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

$39,658,989 Top 17% higher than 83% 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

Advisor Managed Pooled Employer Plan'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. Advisor Managed Pooled Employer Plan lands in the large band (1,017 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advisor Managed Pooled Employer Plan reported participants rose from 129 in the plan year 2022 filing to 1,017 in the plan year 2023 filing.
  • Advisor Managed Pooled Employer Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Advisor Managed Pooled Employer Plan end-of-year assets rose from $25M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Advisor Managed Pooled Employer Plan · $40M · 1,017 · 83rd

  • TYPE $40M
  • TYPE 1,017
  • TYPE 83rd
  • TYPE 401(k)
  • TYPE near Joe Daniels Construction Company, Inc. Retirement Plan
  • TYPE ind #17008

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 →

Advisor Managed Pooled Employer Plan in the asset neighbourhood

Advisor Managed Pooled Employer PlanAdvisor Managed Pooled Emplo…$40MJoe Daniels Construction Company, Inc. Retirement PlanJoe Daniels Construction Com…$40MHarps Food Stores, Inc. 401(k) PlanHarps Food Stores, Inc. 401(…$40MThe Hogan Retirement Savings PlanThe Hogan Retirement Savings…$40MHosokawa Micron Investment Retirement PlanHosokawa Micron Investment R…$40M
End-of-year total assets ($M) among Advisor Managed 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)$25M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN272037969
Plan Effective Date2021-02-19
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.

Advisor Managed Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Advisor Managed Pooled Employer Plan, Total assets ($B): 0.039658989 · Participants: 1017Advisor Managed 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
Advisor Managed Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Advisor Managed Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Joe Daniels Construction Company, Inc. Retirement Plan in WI ($40M); by covered participants it is Origin Bancorp, Inc. Employee Retirement Plan in LA (1,017 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,017 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 Advisor Managed Pooled Employer Plan assets move in 2023? ▼
Advisor Managed Pooled Employer Plan surged - up 60.8% during 2023, from $25M to $40M. Reported net income was $7M.
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 Advisor Managed Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Advisor Managed Pooled Employer Plan ranks in the 83rd 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 Advisor Managed Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Joe Daniels Construction Company, Inc. Retirement Plan in WI ($40M, 77 participants).
Which 401(k) plans cover a similar participant headcount to Advisor Managed Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Origin Bancorp, Inc. Employee Retirement Plan in LA (1,017 participants, $101M 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.