401(k) · DOL Form 5500 · 2023

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
635
Participants Below avg headcount
50th
Percentile by assets National rank
$10,266
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Group Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$7M in assets, 635 participants

Newport Group, Inc.'s Retirement Group Pooled Employer Plan reported $7M in total assets and 635 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,729 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 Retirement Group Pooled Employer Plan at $7M / 635 participants.

#9,729
in Professional & Technical Services (20,321 peers)
+188.4%
assets growth YoY

Retirement Group Pooled Employer Plan's mid-pack asset rank among Professional & Technical Services and all filers

Retirement Group Pooled Employer Plan vs every filed plan by assets

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

$6,518,632 Top 50% higher than 50% 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

Retirement Group 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. Retirement Group Pooled Employer Plan sits mid-pack in the medium band (635 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Group Pooled Employer Plan reported net income rose from $592K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Retirement Group Pooled Employer Plan reported participants rose from 108 in the plan year 2022 filing to 635 in the plan year 2023 filing.
  • Retirement Group Pooled Employer Plan end-of-year assets rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

Retirement Group Pooled Employer Plan · $7M · 635 · 50th

  • RANK $7M
  • PHOTO 635
  • IND 50th
  • EOY 401(k)
  • 5500 near Retirement Savings Plan for Employees of Morrison Child and Family Services
  • ASSETS ind #9729

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 →

Retirement Group Pooled Employer Plan in the asset neighbourhood

Retirement Group Pooled Employer PlanRetirement Group Pooled Empl…$7MRetirement Savings Plan for Employees of Morrison Child and Family ServicesRetirement Savings Plan for …$7MCps Technologies Corporation 401(k) Profit Sharing Plan & TrustCps Technologies Corporation…$7MFarewells, Inc. 401(k) Plan$7MJeni's Splendid Ice Creams 401(k) PlanJeni's Splendid Ice Creams 4…$7M
End-of-year total assets ($M) among Retirement Group 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)$2M
Net Assets (End of Year)$7M
Net Income$4M
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.

Retirement Group Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Retirement Group Pooled Employer Plan, Total assets ($B): 0.006518632 · Participants: 635Retirement Group 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
Retirement Group Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Retirement Group Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Retirement Savings Plan for Employees of Morrison Child and Family Services in OR ($7M); by covered participants it is Belmont Capital Tax Deferred Savings Plan and Trust in MA (635 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (635 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 Retirement Group Pooled Employer Plan assets move in 2023? ▼
Retirement Group Pooled Employer Plan surged - up 188.4% during 2023, from $2M to $7M. Reported net income was $4M.
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.
Which 401(k) plans are similar in size to Retirement Group Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement Savings Plan for Employees of Morrison Child and Family Services in OR ($7M, 407 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Group Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Capital Tax Deferred Savings Plan and Trust in MA (635 participants, $31M 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.