401(k) · DOL Form 5500 · 2023

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-11

$128M
Total assets
1,282
Participants
93rd
Percentile by assets
$99,663
Avg per participant
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Official DOL plan name: Unity 401(k) Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$128M in assets, 1,282 participants

Newport Group, Inc.'s Unity 401(k) Pooled Employer Plan reported $128M in total assets and 1,282 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #19,099 in Professional & Technical Services (20,321 peers)

Coverage in California

Unity 401(k) Pooled Employer Plan covers 1,282 participants in California, 2.0x the typical California plan (state average ~630 per filing). Assets: $128M.

$128M
total plan assets (2023 EOY)
1,282
covered participants
93rd
percentile by assets (of 127,072 plans)
$99,663
avg assets per participant

Where Unity 401(k) Pooled Employer Plan sits by total assets

Unity 401(k) Pooled Employer Plan vs every filed plan by assets

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

$127,768,388 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unity 401(k) Pooled Employer Plan reported net income rose from -$18M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Unity 401(k) Pooled Employer Plan reported participants rose from 1,040 in the plan year 2022 filing to 1,282 in the plan year 2023 filing.
  • Unity 401(k) Pooled Employer Plan end-of-year assets rose from $105M in the plan year 2022 filing to $128M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Unity 401(k) Pooled Employer Plan reports 1,282 participants - 2.0x that state average ($128M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$128M
Net Income$16M
Employer EIN272037969
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newport Group, Inc.)

$0B$0.5B$1B$1.5B$2B$2.5B 202220232024 $0.58B $1.88B ▲ +224.1%
Total plan assets by year, all Newport Group, Inc. plans on file
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.

Unity 401(k) Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Unity 401(k) Pooled …, Total assets ($B): 0.127768388 · Participants: 1282Unity 401(k) Pooled …Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Unity 401(k) Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Unity 401(k) Pooled Employer Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Unity 401(k) Pooled Employer Plan by total assets, not by location.

Frequently Asked Questions

How did Unity 401(k) Pooled Employer Plan assets move in 2023? ▼
Unity 401(k) Pooled Employer Plan grew sharply - up 22.0% during 2023, from $105M to $128M. Reported net income was $16M.
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 Unity 401(k) Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Unity 401(k) Pooled Employer Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Unity 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ogden Clinic Savings and Profit Sharing Plan in UT ($128M, 1,164 participants).

Next read for Unity 401(k) Pooled Employer Plan

Filing takeaways

Ways to act on Unity 401(k) Pooled Employer Plan's numbers.

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.