ESOP · DOL Form 5500 · 2024

Newport Industries, Inc. ESOP

Data updated 2026-07-24

$68M
Total assets
124
Participants
87th
Percentile by assets
$548,865
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Newport Industries, Inc. Employee Stock Ownership Plan · Sponsored by Newport Industries, Inc. · Illinois · Construction

$68M in assets, 124 participants

Newport Industries, Inc.'s Newport Industries, Inc. Employee Stock Ownership Plan reported $68M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 116,472 plans)

Coverage in Illinois

Newport Industries, Inc. Employee Stock Ownership Plan covers 124 participants in Illinois, about 16% of the average Illinois filer (state average ~768 per filing). Assets: $68M.

$68M
total plan assets (2024 EOY)
124
covered participants
87th
percentile by assets (of 116,472 plans)
$548,865
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Newport Industries, Inc. Employee Stock Ownership Plan reported net income fell from $12M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Newport Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $63M in the plan year 2023 filing to $68M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Illinois filers

In Illinois, the average filing covers about 768 participants across 5,440 plans. Newport Industries, Inc. Employee Stock Ownership Plan reports 124 participants - about 16% of that state average ($68M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$68M
Net Income$5M
Employer EIN271481214
Plan Effective Date1961-03-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Newport Industries, Inc.)

$60M$70M$80M$90M$100M 202220232024 $65.9M $91.5M ▲ +38.9%
Total plan assets by year, all Newport Industries, Inc. plans on file
Year Plans Participants Total Assets
2022 2 260 $66M
2023 2 258 $82M
2024 2 276 $92M

Nearby ESOP Plans in Illinois

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

Newport Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

Newport Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -0.500.511.522.5 Total assets ($B) Participants Newport Industries, …Kehe Distributors, I…Scot Forge Company E…Bdo USA Employee Sto…Shorr Paper Products…Rli Corp. Employee S…
Newport Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Newport Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Newport Industries, Inc. Employee Stock Ownership Plan assets move in 2024?
Newport Industries, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.2% during 2024, from $63M to $68M. Reported net income was $5M.
How have Newport Industries, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Newport Industries, Inc.'s sponsor-wide assets grew 38.9%, from $66M to $92M.
Where does Newport Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Newport Industries, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Newport Industries, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Thielsch Engineering Employee Stock Ownership Plan in RI ($68M, 470 participants).

Next read for Newport Industries, Inc. Employee Stock …

Filing takeaways

Ways to act on Newport Industries, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Newport Industries, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
  • Newport Industries, Inc.'s sponsor-wide assets have grown 38.9% since 2022 across 3 plan years on file. More Construction plans

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 271481214.

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