401(k) · DOL Form 5500 · 2023

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
318
Participants Below avg headcount
74th
Percentile by assets National rank
$68,207
Avg per participant Below avg balance/head
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Official DOL plan name: Allworth Financial Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$22M in assets, 318 participants

Newport Group, Inc.'s Allworth Financial Pooled Employer Plan reported $22M in total assets and 318 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,060 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 Allworth Financial Pooled Employer Plan at $22M / 318 participants.

#15,060
in Professional & Technical Services (20,321 peers)
+48.0%
assets growth YoY

Allworth Financial Pooled Employer Plan's outsized position by total assets

Allworth Financial Pooled Employer Plan vs every filed plan by assets

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

$21,689,688 Top 26% higher than 74% 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

Allworth Financial 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. Allworth Financial Pooled Employer Plan sits mid-pack in the medium band (318 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allworth Financial Pooled Employer Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Allworth Financial Pooled Employer Plan end-of-year assets rose from $15M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Allworth Financial Pooled Employer Plan reported participants rose from 269 in the plan year 2022 filing to 318 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Allworth Financial Pooled Employer Plan · $22M · 318 · 74th

  • RANK $22M
  • RANK 318
  • RANK 74th
  • RANK 401(k)
  • RANK near The Mahoney Group 401(k) Plan and Trust
  • RANK ind #15060

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 →

Allworth Financial Pooled Employer Plan in the asset neighbourhood

Allworth Financial Pooled Employer PlanAllworth Financial Pooled Em…$22MThe Mahoney Group 401(k) Plan and TrustThe Mahoney Group 401(k) Pla…$22MOx Industries 401(k) Plan$22MEvans General Contractors, LLC 401(k) PlanEvans General Contractors, L…$22MHawaii National Bank 401(k) Retirement Savings PlanHawaii National Bank 401(k) …$22M
End-of-year total assets ($M) among Allworth Financial 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)$15M
Net Assets (End of Year)$22M
Net Income$5M
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.

Allworth Financial Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Allworth Financial Pooled Employer Plan, Total assets ($B): 0.021689688 · Participants: 318Allworth Financial 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
Allworth Financial Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Allworth Financial Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is The Mahoney Group 401(k) Plan and Trust in AZ ($22M); by covered participants it is Nacg Texas, Inc. 401(k) Plan in TX (318 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (318 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 Allworth Financial Pooled Employer Plan assets move in 2023? ▼
Allworth Financial Pooled Employer Plan surged - up 48.0% during 2023, from $15M to $22M. 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 Allworth Financial Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Mahoney Group 401(k) Plan and Trust in AZ ($22M, 189 participants).
Which 401(k) plans cover a similar participant headcount to Allworth Financial Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nacg Texas, Inc. 401(k) Plan in TX (318 participants, $3M 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.