Other
2024 plan-year Other DOL Form 5500

Newport Harbor Corporation Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Newport Harbor Corporation · Rhode Island · Administrative & Support Services

What the 2023 filing shows

Newport Harbor Corporation Employee Stock Ownership Plan holds $71M for 1,124 participants — about $63,359 per participant, up 12.0% over the 2024 plan year.

$71M
total plan assets (2024 EOY)
1,124
covered participants
$63,359
avg assets per participant
+12.0%
assets growth YoY
Total Assets (2023)
$71M
Participants
1,124
State
Industry
Administrative & Support Services

What the Filing Says About Newport Harbor Corporation Employee Stock Ownership Plan

Newport Harbor Corporation Employee Stock Ownership Plan is a Other retirement plan sponsored by Newport Harbor Corporation, headquartered in Rhode Island. As of the 2024 Form 5500 filing, the plan reports $71M in total end-of-year assets and covers 1,124 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 050191225, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $64M at the beginning of 2024 to $71M at year-end — a gain of 12.0%. Net assets (after liabilities) closed the year at $66M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$64M
Total Assets (End of Year)$71M
Net Assets (End of Year)$66M
Net Income$8M
Plan TypeOther
Employer EIN050191225
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Newport Harbor Corporation)

Year Plans Participants Total Assets
2022 2 1,962 $60M
2023 2 2,084 $74M
2024 2 2,329 $84M

Nearby Other Plans in Rhode Island

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Newport Harbor Corporation Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Newport Harbor Corporation Employee Stock Ownership Plan holds $71M in total assets with 1,124 participants. It is sponsored by Newport Harbor Corporation.
What type of plan is Newport Harbor Corporation Employee Stock Ownership Plan?
Newport Harbor Corporation Employee Stock Ownership Plan is a Other plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 050191225.
Who sponsors the Newport Harbor Corporation Employee Stock Ownership Plan?
Newport Harbor Corporation Employee Stock Ownership Plan is sponsored by Newport Harbor Corporation, located in Rhode Island. The sponsor's EIN is 050191225 and the plan operates in the Administrative & Support Services industry.
How did Newport Harbor Corporation Employee Stock Ownership Plan perform in 2024?
Newport Harbor Corporation Employee Stock Ownership Plan grew by 12.0% during 2024, moving from $64M to $71M in total assets. Net income was $8M.
Where can I find official filings for Newport Harbor Corporation Employee Stock Ownership Plan?
Official Form 5500 filings for Newport Harbor Corporation Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 050191225 or plan name at efast.dol.gov.
How does Newport Harbor Corporation Employee Stock Ownership Plan compare to other plans?
You can compare Newport Harbor Corporation Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Rhode Island on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 050191225.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.