401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-11

$131M
Total assets
2,095
Participants
92nd
Percentile by assets
$62,357
Avg per participant
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Official DOL plan name: Tfo Advantage Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$131M in assets, 2,095 participants

Newport Group, Inc.'s Tfo Advantage Pooled Employer Plan reported $131M in total assets and 2,095 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 123,622 plans)
  • #18,823 in Professional & Technical Services (20,173 peers)

Coverage in California

Tfo Advantage Pooled Employer Plan covers 2,095 participants in California, 3.3x the typical California plan (state average ~630 per filing). Assets: $131M.

$131M
total plan assets (2024 EOY)
2,095
covered participants
92nd
percentile by assets (of 123,622 plans)
$62,357
avg assets per participant

Where Tfo Advantage Pooled Employer Plan sits by total assets

Tfo Advantage Pooled Employer Plan vs every filed plan by assets

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

$130,638,026 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tfo Advantage Pooled Employer Plan reported participants rose from 787 in the plan year 2023 filing to 2,095 in the plan year 2024 filing.
  • Tfo Advantage Pooled Employer Plan reported net income rose from $7M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Tfo Advantage Pooled Employer Plan end-of-year assets rose from $68M in the plan year 2023 filing to $131M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Professional & Technical Services

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Tfo Advantage Pooled Employer Plan reports 2,095 participants - 3.3x that state average ($131M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$131M
Net Income$18M
Employer EIN272037969
Plan Effective Date2022-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Newport Group, Inc.)

$0B$0.5B$1B$1.5B$2B$2.5B 202220232024 $0.58B $1.88B ▲ +224.1%
Total plan assets by year, all Newport Group, Inc. plans on file
Year Plans Participants Total Assets
2022 19 17,298 $581M
2023 30 45,238 $1.2B
2024 32 58,553 $1.9B

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Tfo Advantage Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Tfo Advantage Pooled…, Total assets ($B): 0.130638026 · Participants: 2095Tfo Advantage Pooled…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Tfo Advantage Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Tfo Advantage Pooled Employer Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Tfo Advantage Pooled Employer Plan by total assets, not by location.

Frequently Asked Questions

How did Tfo Advantage Pooled Employer Plan assets move in 2024? ▼
Tfo Advantage Pooled Employer Plan surged - up 93.5% during 2024, from $68M to $131M. Reported net income was $18M.
How have Newport Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Newport Group, Inc.'s sponsor-wide assets grew 223.3%, from $581M to $1.9B.
Where does Tfo Advantage Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Tfo Advantage Pooled Employer Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Tfo Advantage Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regus Management Group, LLC 401(k) Savings Plan in TX ($131M, 2,300 participants).

Next read for Tfo Advantage Pooled Employer Plan

Filing takeaways

Ways to act on Tfo Advantage Pooled Employer Plan's numbers.

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 272037969.

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.