401(k) · DOL Form 5500 · 2024
Newport Diversified, Inc. 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 173
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $55,644
- Avg per participant Low balance/head
Official DOL plan name: Newport Diversified, Inc. Profit Sharing and Savings Plan · Sponsored by Newport Diversified, Inc. · California · Arts, Entertainment & Recreation
$10M in assets, 173 participants
Newport Diversified, Inc.'s Newport Diversified, Inc. Profit Sharing and Savings Plan reported $10M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #2,095 in Arts, Entertainment & Recreation (2,921 peers)
Coverage in California
Newport Diversified, Inc. Profit Sharing and Savings Plan covers 173 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $10M.
- #2,095
- in Arts, Entertainment & Recreation (2,921 peers)
- +15.4%
- assets growth YoY
Newport Diversified, Inc. Profit Sharing and Savings Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers
Newport Diversified, Inc. Profit Sharing and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,626,335 Top 45% higher than 55% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Newport Diversified, Inc. Profit Sharing and Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newport Diversified, Inc. Profit Sharing and Savings Plan sits mid-pack in the medium band (173 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Newport Diversified, Inc. Profit Sharing and Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2024 filing.
- Newport Diversified, Inc. Profit Sharing and Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 330074971 · Newport Diversified, Inc. PY 2024 · 401(k)
Newport Diversified, Inc. Profit Sharing and Savings Plan · $10M · 173 · 55th
- SCH $10M
- EBSA 173
- PART 55th
- TYPE 401(k)
- NET near New England Teamsters Local 25 Savings and Investment 401(k) Plan
- BOOK ind #2095
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 Arts, Entertainment & Recreation retirement plans → · Plans in California →
Newport Diversified, Inc. Profit Sharing and Savings Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 330074971 |
| Plan Effective Date | 1984-12-22 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Newport Diversified, Inc.)
Sponsor-wide plan assets over time
All Newport Diversified, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 35.3481261559236% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 174 | $7M |
| 2024 | 1 | 173 | $10M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Newport Diversified, Inc. Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is New England Teamsters Local 25 Savings and Investment 401(k) Plan in MA ($10M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (173 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.
- Ims Logistics 401(k) Employee Retirement Plan (MS) 173 · 0 off
- Milo's Hamburgers 401(k) Plan (AL) 173 · 0 off
- Davenport Companies 401(k) Profit Sharing Plan (MA) 173 · 0 off
- Passavant Memorial Homes 401(k) Plan (PA) 173 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.