ESOP · DOL Form 5500 · 2024
Newport Harbor Corporation ESOP
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 1,124
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $63,359
- Avg per participant Low balance/head
Official DOL plan name: Newport Harbor Corporation Employee Stock Ownership Plan · Sponsored by Newport Harbor Corporation · Rhode Island · Administrative & Support Services
$71M in assets, 1,124 participants
Newport Harbor Corporation's Newport Harbor Corporation Employee Stock Ownership Plan reported $71M in total assets and 1,124 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #4,106 in Administrative & Support Services (4,368 peers)
Where Newport Harbor Corporation Employee Stock Ownership Plan sits by assets
Newport Harbor Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $71M for 1,124 participants (~$63,359/participant), up 12.0% in 2024.
- #4,106
- in Administrative & Support Services (4,368 peers)
- +12.0%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Newport Harbor Corporation Employee Stock Ownership Plan's outsized position by total assets
Newport Harbor Corporation Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$71,215,587 Top 12% higher than 88% 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 Harbor Corporation Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Newport Harbor Corporation Employee Stock Ownership Plan lands in the large band (1,124 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Newport Harbor Corporation Employee Stock Ownership Plan reported net income fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Newport Harbor Corporation Employee Stock Ownership Plan end-of-year assets rose from $64M in the plan year 2023 filing to $71M in the plan year 2024 filing.
- Newport Harbor Corporation Employee Stock Ownership Plan reported participants rose from 1,078 in the plan year 2023 filing to 1,124 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 050191225 · Newport Harbor Corporation PY 2024 · ESOP
Newport Harbor Corporation Employee Stock Ownership Plan · $71M · 1,124 · 88th
- EBSA $71M
- PART 1,124
- TYPE 88th
- NET ESOP
- BOOK near Redner's Employees Profit Sharing and Stock Ownership Plan
- VS-ST ind #4106
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 What is an ESOP? → · Plans in Rhode Island →
Newport Harbor Corporation Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $8M |
| Employer EIN | 050191225 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Newport Harbor Corporation)
Sponsor-wide plan assets over time
All Newport Harbor Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $84M 39.46880293163021% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,962 | $60M |
| 2023 | 2 | 2,084 | $74M |
| 2024 | 2 | 2,329 | $84M |
Nearby ESOP Plans in Rhode Island
Peer ESOP plans, same state, same plan type, ranked by total assets.
- The Bank of America Transferred Savings Account Plan $1.1B · 4,298
- Thielsch Engineering Employee Stock Ownership Plan $68M · 470
- Century Drywall, Inc. Employee Stock Ownership Plan $66M · 44
- Beta Group, Inc. Employee Stock Ownership Plan $30M · 173
- Marine Acoustics, Inc. Employee Stock Ownership Plan $7M · 47
Newport Harbor Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Rhode Island, the nearest ESOP by assets is Redner's Employees Profit Sharing and Stock Ownership Plan in PA ($71M); by covered participants it is Mrmc ESOP in TX (1,123 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
- Redner's Employees Profit Sharing and Stock Ownership Plan (PA) $71M · 3,246
- ESOP of Umb (MO) $71M · 3,698
- Lunseth Plumbing and Heating Co. ESOP (ND) $71M · 123
- Mortenson Dental Partners Employee Stock Ownership Plan (KY) $71M · 1,948
Similar participant headcount
Nearest other-state filings by covered participants (1,124 participants); asset peers above are excluded.
- Mrmc ESOP (TX) 1,123 · 1 off
- Insurance Office of America, Inc. Employee Stock Ownership Plan (FL) 1,127 · 3 off
- Roberts Hawaii, Inc. Employee Stock Ownership Plan (HI) 1,128 · 4 off
- Amicus Capital Holdings, Inc Employee Stock Ownership Plan (OH) 1,119 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.