401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$131M
Total assets Near avg plan size
2,095
Participants Near avg headcount
92nd
Percentile by assets National rank
$62,357
Avg per participant Low balance/head
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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.

  • #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.

#18,823
in Professional & Technical Services (20,173 peers)
+93.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Tfo Advantage Pooled Employer Plan's outsized position 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 $2,050,000,000 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

Tfo Advantage Pooled Employer 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. Tfo Advantage Pooled Employer Plan lands in the large band (2,095 participants).

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 →

EBSA filing schedule strip

Filing strip 272037969 · Newport Group, Inc. PY 2024 · 401(k)

Tfo Advantage Pooled Employer Plan · $131M · 2,095 · 92nd

  • EBSA $131M
  • PART 2,095
  • TYPE 92nd
  • NET 401(k)
  • BOOK near Regus Management Group, LLC 401(k) Savings Plan
  • VS-ST ind #18823

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 Professional & Technical Services retirement plans → · Plans in California →

Tfo Advantage Pooled Employer Plan in the asset neighbourhood

Manatts, Inc. and Affiliated Companies 401(k) Retirement PlanManatts, Inc. and Affiliated…$131MTfo Advantage Pooled Employer PlanTfo Advantage Pooled Employe…$131MRegus Management Group, LLC 401(k) Savings PlanRegus Management Group, LLC …$131MBsi Group America, Inc. 401(k) Savings PlanBsi Group America, Inc. 401(…$131MThe Sheehy Organization 401(k) Savings PlanThe Sheehy Organization 401(…$131M
End-of-year total assets ($M) among Tfo Advantage Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Newport Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.9B 223.3356432771119% vs 2022
2024 filing year
$0B$0.5B$1B$1.5B$2B$2.5B 202220232024 $0.58B $1.88B ▲ +224.1%
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 ($B) Participants Tfo Advantage Pooled Employer Plan, Total assets ($B): 0.130638026 · Participants: 2095Tfo Advantage Pooled Employer PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
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 →

Tfo Advantage Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Regus Management Group, LLC 401(k) Savings Plan in TX ($131M); by covered participants it is Bgc Group, Inc. Deferral Plan for Employees of Bgc Group, Inc., Cantor Fitzgerald, L.P. and Its Affiliates in NY (2,095 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,095 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Tfo Advantage Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bgc Group, Inc. Deferral Plan for Employees of Bgc Group, Inc., Cantor Fitzgerald, L.P. and Its Affiliates in NY (2,095 participants, $442M in assets).

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.