401(k) · DOL Form 5500 · 2023

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
68
Participants Small participant base
51st
Percentile by assets National rank
$103,196
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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

$7M in assets, 68 participants

Newport Group, Inc.'s Align Retirement Pathways Pooled Employer Plan reported $7M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,054 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 Align Retirement Pathways Pooled Employer Plan at $7M / 68 participants.

#10,054
in Professional & Technical Services (20,321 peers)
+147.4%
assets growth YoY

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

Align Retirement Pathways Pooled Employer Plan vs every filed plan by assets

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

$7,017,302 Top 49% higher than 51% 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

Align Retirement Pathways Pooled Employer Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Align Retirement Pathways Pooled Employer Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Align Retirement Pathways Pooled Employer Plan reported participants rose from 3 in the plan year 2022 filing to 68 in the plan year 2023 filing.
  • Align Retirement Pathways Pooled Employer Plan reported net income rose from $223K in the plan year 2022 filing to $804K in the plan year 2023 filing.
  • Align Retirement Pathways Pooled Employer Plan end-of-year assets rose from $3M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

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

Align Retirement Pathways Pooled Employer Plan · $7M · 68 · 51st

  • BOOK $7M
  • VS-ST 68
  • BOY 51st
  • SCH 401(k)
  • EBSA near Louisville Bedding Company Retirement Savings Plan
  • PART ind #10054

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 →

Align Retirement Pathways Pooled Employer Plan in the asset neighbourhood

Align Retirement Pathways Pooled Employer PlanAlign Retirement Pathways Po…$7MLouisville Bedding Company Retirement Savings PlanLouisville Bedding Company R…$7MHorizon Ag Products, LP Retirement PlanHorizon Ag Products, LP Reti…$7MCasi Pharmaceuticals, Inc. 401(k) Plan & TrustCasi Pharmaceuticals, Inc. 4…$7MLifeport 401(k) Plan$7M
End-of-year total assets ($M) among Align Retirement Pathways 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)$3M
Net Assets (End of Year)$7M
Net Income$804K
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.

Align Retirement Pathways Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Align Retirement Pathways Pooled Employer Plan, Total assets ($B): 0.007017302 · Participants: 68Align Retirement Pathways 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
Align Retirement Pathways Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Align Retirement Pathways Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Louisville Bedding Company Retirement Savings Plan in KY ($7M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Align Retirement Pathways Pooled Employer Plan assets move in 2023? ▼
Align Retirement Pathways Pooled Employer Plan surged - up 147.4% during 2023, from $3M to $7M. Reported net income was $804K.
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 Align Retirement Pathways Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Louisville Bedding Company Retirement Savings Plan in KY ($7M, 97 participants).
Which 401(k) plans cover a similar participant headcount to Align Retirement Pathways Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants, $28M 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.