401(k) · DOL Form 5500 · 2023

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
1,339
Participants Near avg headcount
70th
Percentile by assets National rank
$12,799
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$17M in assets, 1,339 participants

Newport Group, Inc.'s Mesirow Pooled Employer Plan reported $17M in total assets and 1,339 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,070 in Professional & Technical Services (20,321 peers)

Coverage in California

Mesirow Pooled Employer Plan covers 1,339 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $17M.

#14,070
in Professional & Technical Services (20,321 peers)
+56.6%
assets growth YoY

Mesirow Pooled Employer Plan's outsized position by total assets

Mesirow Pooled Employer Plan vs every filed plan by assets

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

$17,138,500 Top 30% higher than 70% 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

Mesirow Pooled Employer Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mesirow Pooled Employer Plan lands in the large band (1,339 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mesirow Pooled Employer Plan reported participants rose from 13 in the plan year 2022 filing to 1,339 in the plan year 2023 filing.
  • Mesirow Pooled Employer Plan reported net income rose from -$686K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Mesirow Pooled Employer Plan end-of-year assets rose from $11M in the plan year 2022 filing to $17M 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)

Mesirow Pooled Employer Plan · $17M · 1,339 · 70th

  • BOY $17M
  • SCH 1,339
  • EBSA 70th
  • PART 401(k)
  • TYPE near Port City Bakery, Inc. Retirement Plan
  • NET ind #14070

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 →

Mesirow Pooled Employer Plan in the asset neighbourhood

Mesirow Pooled Employer Plan$17MPort City Bakery, Inc. Retirement PlanPort City Bakery, Inc. Retir…$17MBliffert Lumber & Fuel Company Inc. Profit Sharing PlanBliffert Lumber & Fuel Compa…$17MFarallon Consulting, LLC 401(k) PlanFarallon Consulting, LLC 401…$17MUsmd Hospital at Arlington, LP 401(k) PlanUsmd Hospital at Arlington, …$17M
End-of-year total assets ($M) among Mesirow Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$17M
Net Income$5M
Employer EIN272037969
Plan Effective Date2021-01-01
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.

Mesirow Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Mesirow Pooled Employer Plan, Total assets ($B): 0.0171385 · Participants: 1339Mesirow 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
Mesirow Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Mesirow Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Port City Bakery, Inc. Retirement Plan in WI ($17M); by covered participants it is Conway Regional Medical Center Retirement Income Plan in AR (1,339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,339 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 Mesirow Pooled Employer Plan assets move in 2023? ▼
Mesirow Pooled Employer Plan surged - up 56.6% during 2023, from $11M to $17M. Reported net income was $5M.
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 Mesirow Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Port City Bakery, Inc. Retirement Plan in WI ($17M, 353 participants).
Which 401(k) plans cover a similar participant headcount to Mesirow Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Conway Regional Medical Center Retirement Income Plan in AR (1,339 participants, $88M 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.