401(k) · DOL Form 5500 · 2023

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
819
Participants Near avg headcount
87th
Percentile by assets National rank
$69,518
Avg per participant Below avg balance/head
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Official DOL plan name: Buckingham Strategic Partners Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$57M in assets, 819 participants

Newport Group, Inc.'s Buckingham Strategic Partners Pooled Employer Plan reported $57M in total assets and 819 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,869 in Professional & Technical Services (20,321 peers)

Where Buckingham Strategic Partners Pooled Employer Plan sits by assets

Buckingham Strategic Partners Pooled Employer Plan sits in the top quartile of all filed plans by assets, $57M for 819 participants (~$69,518/participant), up 167.3% in 2023.

#17,869
in Professional & Technical Services (20,321 peers)
+167.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Buckingham Strategic Partners Pooled Employer Plan's outsized position by total assets

Buckingham Strategic Partners Pooled Employer Plan vs every filed plan by assets

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

$56,935,222 Top 13% higher than 87% 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

Buckingham Strategic Partners 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. Buckingham Strategic Partners Pooled Employer Plan sits mid-pack in the medium band (819 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Buckingham Strategic Partners Pooled Employer Plan reported participants rose from 54 in the plan year 2022 filing to 819 in the plan year 2023 filing.
  • Buckingham Strategic Partners Pooled Employer Plan reported net income rose from $2M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Buckingham Strategic Partners Pooled Employer Plan end-of-year assets rose from $21M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Buckingham Strategic Partners Pooled Employer Plan · $57M · 819 · 87th

  • EOY $57M
  • EOY 819
  • EOY 87th
  • EOY 401(k)
  • EOY near Alkami Technology, Inc. 401(k) Plan
  • EOY ind #17869

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 →

Buckingham Strategic Partners Pooled Employer Plan in the asset neighbourhood

Landmark Credit Union 401(k) Plan and TrustLandmark Credit Union 401(k)…$57MBuckingham Strategic Partners Pooled Employer PlanBuckingham Strategic Partner…$57MArkansas Heart Hospital 401(k) PlanArkansas Heart Hospital 401(…$57MAlkami Technology, Inc. 401(k) PlanAlkami Technology, Inc. 401(…$57MRadiology, Inc. Employees' Profit Sharing Plan & TrustRadiology, Inc. Employees' P…$57M
End-of-year total assets ($M) among Buckingham Strategic Partners 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)$21M
Net Assets (End of Year)$57M
Net Income$10M
Employer EIN272037969
Plan Effective Date2021-06-08
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.

Buckingham Strategic Partners Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Buckingham Strategic Partners Pooled Employer Plan, Total assets ($B): 0.056935222 · Participants: 819Buckingham Strategic Partners 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
Buckingham Strategic Partners Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Buckingham Strategic Partners Pooled Employer Plan side-by-side with 3 peers →

Buckingham Strategic Partners Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Alkami Technology, Inc. 401(k) Plan in TX ($57M); by covered participants it is Johnson Controls Federal Systems, Inc. Retirement Savings Plan in WI (819 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (819 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 Buckingham Strategic Partners Pooled Employer Plan assets move in 2023? ▼
Buckingham Strategic Partners Pooled Employer Plan surged - up 167.3% during 2023, from $21M to $57M. Reported net income was $10M.
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 Buckingham Strategic Partners Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Buckingham Strategic Partners Pooled Employer Plan ranks in the 87th 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 Buckingham Strategic Partners Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alkami Technology, Inc. 401(k) Plan in TX ($57M, 838 participants).
Which 401(k) plans cover a similar participant headcount to Buckingham Strategic Partners Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johnson Controls Federal Systems, Inc. Retirement Savings Plan in WI (819 participants, $133M 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.