Profit Sharing · DOL Form 5500 · 2024

Newport Investments, Inc Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
30th
Percentile by assets National rank
$726,855
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Newport Investments, Inc Employees Profit Sharing Plan · Sponsored by Newport Investments, Inc · Oklahoma · Mining & Oil Extraction

$2M in assets, 3 participants

Newport Investments, Inc's Newport Investments, Inc Employees Profit Sharing Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #99 in Mining & Oil Extraction (785 peers)

Newport Investments, Inc multi-year trail

Newport Investments, Inc's plans moved +30.8% in assets from 2022 to 2024; this filing shows Newport Investments, Inc Employees Profit Sharing Plan at $2M / 3 participants.

#99
in Mining & Oil Extraction (785 peers)
+11.5%
assets growth YoY

Newport Investments, Inc Employees Profit Sharing Plan among the smaller filed plans by assets

Newport Investments, Inc Employees Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,180,564 30th percentile higher than 30% of 123,620 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 2024

Newport Investments, Inc Employees Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newport Investments, Inc Employees Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newport Investments, Inc Employees Profit Sharing Plan reported net income fell from $288K in the plan year 2023 filing to $225K in the plan year 2024 filing.
  • Newport Investments, Inc Employees Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 731315475 · Newport Investments, Inc PY 2024 · Profit Sharing

Newport Investments, Inc Employees Profit Sharing Plan · $2M · 3 · 30th

  • EBSA $2M
  • EBSA 3
  • EBSA 30th
  • EBSA Profit Sharing
  • EBSA near Quast, Janke and Company 401(k) Plan
  • EBSA ind #99

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 Mining & Oil Extraction retirement plans → · Plans in Oklahoma →

Newport Investments, Inc Employees Profit Sharing Plan in the asset neighbourhood

Newport Investments, Inc Employees Profit Sharing PlanNewport Investments, Inc Emp…$2MQuast, Janke and Company 401(k) PlanQuast, Janke and Company 401…$2MJohnson Funeral Home Profit Sharing PlanJohnson Funeral Home Profit …$2MFernando Rojas Profit Sharing Retirement PlanFernando Rojas Profit Sharin…$2M4thought Sociedad Anonima Profit Sharing Plan4thought Sociedad Anonima Pr…$2M
End-of-year total assets ($M) among Newport Investments, Inc Employees Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Newport Investments, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Newport Investments, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 30.81748781402325% vs 2022
2024 filing year
$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.67M $2.18M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M
2024 1 3 $2M

Newport Investments, Inc filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$225K
Employer EIN731315475
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Oklahoma

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Newport Investments, Inc Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150200 Total assets ($M) Participants Newport Investments, Inc Employees Profit Sharing Plan, Total assets ($M): 2.180564 · Participants: 3Newport Investments, Inc Employees Profit Sharing PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 144.557245 · Participants: 788Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 47.023351 · Participants: 1086Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 27.709865 · Participants: 156Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 23.802158 · Participants: 11Veenker Resources, Inc. Profit Sharing PlanMesser-Bowers Profit Sharing Plan, Total assets ($M): 9.902894 · Participants: 39Messer-Bowers Profit Sharing Plan
Newport Investments, Inc Employees Profit Sharing Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants
Compare Newport Investments, Inc Employees Profit Sharing Plan side-by-side with 3 peers →

Newport Investments, Inc Employees Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is Quast, Janke and Company 401(k) Plan in MI ($2M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Newport Investments, Inc Employees Profit Sharing Plan assets move in 2024? ▼
Newport Investments, Inc Employees Profit Sharing Plan grew at a solid clip - up 11.5% during 2024, from $2M to $2M. Reported net income was $225K.
How have Newport Investments, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newport Investments, Inc's sponsor-wide assets grew 30.8%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Newport Investments, Inc Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Quast, Janke and Company 401(k) Plan in MI ($2M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Newport Investments, Inc Employees Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $796K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 731315475.

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.