401(k) · DOL Form 5500 · 2023
Newport Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $130M
- Total assets Near avg plan size
- 6,841
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $19,066
- Avg per participant Low balance/head
Official DOL plan name: Ascensus Secure Retirement Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services
$130M in assets, 6,841 participants
Newport Group, Inc.'s Ascensus Secure Retirement Pooled Employer Plan reported $130M in total assets and 6,841 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #19,121 in Professional & Technical Services (20,321 peers)
Coverage in California
Ascensus Secure Retirement Pooled Employer Plan covers 6,841 participants in California, 11x the typical California plan (state average ~630 per filing). Assets: $130M.
- #19,121
- in Professional & Technical Services (20,321 peers)
- +167.1%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
Ascensus Secure Retirement Pooled Employer Plan's outsized position by total assets
Ascensus Secure Retirement Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$130,431,820 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ascensus Secure Retirement 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. Ascensus Secure Retirement Pooled Employer Plan lands in the large band (6,841 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ascensus Secure Retirement Pooled Employer Plan reported net income rose from -$16M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Ascensus Secure Retirement Pooled Employer Plan end-of-year assets rose from $49M in the plan year 2022 filing to $130M in the plan year 2023 filing.
- Ascensus Secure Retirement Pooled Employer Plan reported participants rose from 4,688 in the plan year 2022 filing to 6,841 in the plan year 2023 filing.
DOL schedule card
Filing strip 272037969 · Newport Group, Inc. PY 2023 · 401(k)
Ascensus Secure Retirement Pooled Employer Plan · $130M · 6,841 · 93rd
- RANK $130M
- RANK 6,841
- RANK 93rd
- RANK 401(k)
- RANK near Regional West Health Services Retirement Savings Plan
- RANK ind #19121
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 →
Ascensus Secure Retirement Pooled Employer Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $34M |
| Employer EIN | 272037969 |
| Plan Effective Date | 2021-02-01 |
| Filing Status | FILING 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
| 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.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Scale composition for Ascensus Secure Retirement Pooled Employer Plan
Ascensus Secure Retirement Pooled Employer Plan reports $130M in end-of-year assets across 6,841 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $19,066 per participant (14% of the national average assets-per-participant) . Net income for plan year 2023 was $34M.
This plan identity (EIN 272037969, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $49M to $206M (+321.1%) while covered participants moved from 4,688 to 10,586 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,688 | $49M | Open filing |
| 2023 | 6,841 | $130M | This page |
| 2024 · index core | 10,586 | $206M | Open filing |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Savewisetm Pooled Employer Plan (401(k), $431M, 23,074 participants)
- Lutz Financial Pooled Employer Plan (401(k), $369M, 4,628 participants)
- Ascensus Secure Retirement Pooled Employer Plan (401(k), $206M, 10,586 participants)
- Fiducient Advisors Pooled Employer Plan (401(k), $174M, 2,596 participants)
Ascensus Secure Retirement Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Regional West Health Services Retirement Savings Plan in NE ($130M); by covered participants it is Unicare Savings Plan in NJ (6,840 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($130M here).
- Regional West Health Services Retirement Savings Plan (NE) $130M · 1,216
- Big 'i' Mep 401(k) Plan (VA) $130M · 737
- Jackson Kelly PLLC 401(k) Ps Plan Trust (WV) $130M · 274
- Bryn Mawr Medical Specialists Association Profit Sharing Plan (PA) $131M · 333
Similar participant headcount
Nearest other-state filings by covered participants (6,841 participants); asset peers above are excluded.
- Unicare Savings Plan (NJ) 6,840 · 1 off
- Nascar Employee 401 (K) Savings Plan (FL) 6,835 · 6 off
- Dfa Dairy Brands Smartchoice Savings Plan (KS) 6,848 · 7 off
- Copart, Inc. 401(k) Retirement Savings Plan (TX) 6,830 · 11 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.