401(k) · DOL Form 5500 · 2023

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$504K
Total assets Small plan by assets
9
Participants Small participant base
18th
Percentile by assets National rank
$56,051
Avg per participant Low balance/head
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Official DOL plan name: National Chamber of Commerce & Small Business Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$504K in assets, 9 participants

Newport Group, Inc.'s National Chamber of Commerce & Small Business Pooled Employer Plan reported $504K in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #2,752 in Professional & Technical Services (20,321 peers)

Newport Group, Inc. multi-year trail

Newport Group, Inc.'s plans moved +223.3% in assets from 2022 to 2024; this filing shows National Chamber of Commerce & Small Business Pooled Employer Plan at $504K / 9 participants.

#2,752
in Professional & Technical Services (20,321 peers)
+23.3%
assets growth YoY

National Chamber of Commerce & Small Business Pooled Employer Plan among the smaller filed plans by assets

National Chamber of Commerce & Small Business Pooled Employer Plan vs every filed plan by assets

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

$504,462 18th percentile higher than 18% 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

National Chamber of Commerce & Small Business Pooled Employer Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. National Chamber of Commerce & Small Business Pooled Employer Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • National Chamber of Commerce & Small Business Pooled Employer Plan reported net income fell from $150K in the plan year 2022 filing to $95K in the plan year 2023 filing.
  • National Chamber of Commerce & Small Business Pooled Employer Plan end-of-year assets rose from $409K in the plan year 2022 filing to $504K in the plan year 2023 filing.
  • National Chamber of Commerce & Small Business Pooled Employer Plan reported participants rose from 8 in the plan year 2022 filing to 9 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

National Chamber of Commerce & Small Business Pooled Employer Plan · $504K · 9 · 18th

  • 5500 $504K
  • ASSETS 9
  • PCT 18th
  • EIN 401(k)
  • RANK near Globalserv Inc 401(k) Profit Sharing Plan & Trust
  • PHOTO ind #2752

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 →

National Chamber of Commerce & Small Business Pooled Employer Plan in the asset neighbourhood

National Chamber of Commerce & Small Business Pooled Employer PlanNational Chamber of Commerce…$504KGlobalserv Inc 401(k) Profit Sharing Plan & TrustGlobalserv Inc 401(k) Profit…$505KRolling Rock, Inc. 401(k) PlanRolling Rock, Inc. 401(k) Pl…$504KThe Smith Law Firm 401(k) Profit Sharing PlanThe Smith Law Firm 401(k) Pr…$504KLagom Living, Inc. 401(k) PlanLagom Living, Inc. 401(k) Pl…$505K
End-of-year total assets ($M) among National Chamber of Commerce & Small Business Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Newport Group, Inc. multi-year asset trail

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

Newport Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$409K
Net Assets (End of Year)$504K
Net Income$95K
Employer EIN272037969
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

National Chamber of Commerce & Small Business Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants National Chamber of Commerce & Small Business Pooled Employer Plan, Total assets ($B): 0.000504462 · Participants: 9National Chamber of Commerce & Small Business 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
National Chamber of Commerce & Small Business Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare National Chamber of Commerce & Small Business Pooled Employer Plan side-by-side with 3 peers →

National Chamber of Commerce & Small Business Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Globalserv Inc 401(k) Profit Sharing Plan & Trust in NY ($505K); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($504K here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 National Chamber of Commerce & Small Business Pooled Employer Plan assets move in 2023? ▼
National Chamber of Commerce & Small Business Pooled Employer Plan grew sharply - up 23.3% during 2023, from $409K to $504K. Reported net income was $95K.
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 National Chamber of Commerce & Small Business Pooled Employer Plan rank by assets among Form 5500 filers? ▼
National Chamber of Commerce & Small Business Pooled Employer Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to National Chamber of Commerce & Small Business Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Globalserv Inc 401(k) Profit Sharing Plan & Trust in NY ($505K, 1 participant).
Which 401(k) plans cover a similar participant headcount to National Chamber of Commerce & Small Business Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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.