401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$146M
Total assets Near avg plan size
1,334
Participants Near avg headcount
93rd
Percentile by assets National rank
$109,160
Avg per participant Below avg balance/head
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Official DOL plan name: Unity 401(k) Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$146M in assets, 1,334 participants

Newport Group, Inc.'s Unity 401(k) Pooled Employer Plan reported $146M in total assets and 1,334 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,953 in Professional & Technical Services (20,173 peers)

Coverage in California

Unity 401(k) Pooled Employer Plan covers 1,334 participants in California, 2.1x the typical California plan (state average ~630 per filing). Assets: $146M.

#18,953
in Professional & Technical Services (20,173 peers)
+14.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Unity 401(k) Pooled Employer Plan's outsized position by total assets

Unity 401(k) Pooled Employer Plan vs every filed plan by assets

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

$145,620,048 Top 7% higher than 93% 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

Unity 401(k) 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. Unity 401(k) Pooled Employer Plan lands in the large band (1,334 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unity 401(k) Pooled Employer Plan end-of-year assets rose from $128M in the plan year 2023 filing to $146M in the plan year 2024 filing.
  • Unity 401(k) Pooled Employer Plan reported net income fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Unity 401(k) Pooled Employer Plan reported participants rose from 1,282 in the plan year 2023 filing to 1,334 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

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

Unity 401(k) Pooled Employer Plan · $146M · 1,334 · 93rd

  • SCH $146M
  • SCH 1,334
  • SCH 93rd
  • SCH 401(k)
  • SCH near Rogers Memorial Hospital, Inc. 401(k) Plan
  • SCH ind #18953

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 →

Unity 401(k) Pooled Employer Plan in the asset neighbourhood

Boise Cascade Company Hourly Savings PlanBoise Cascade Company Hourly…$146MRogers Memorial Hospital, Inc. 401(k) PlanRogers Memorial Hospital, In…$146MUnity 401(k) Pooled Employer PlanUnity 401(k) Pooled Employer…$146MBoart Longyear Company 401(k) Savings PlanBoart Longyear Company 401(k…$146MNon-Union Employees 401(k) PlanNon-Union Employees 401(k) P…$146M
End-of-year total assets ($M) among Unity 401(k) Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$146M
Net Income$15M
Employer EIN272037969
Plan Effective Date2021-01-01
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.

Unity 401(k) Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Unity 401(k) Pooled Employer Plan, Total assets ($B): 0.145620048 · Participants: 1334Unity 401(k) 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
Unity 401(k) Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Unity 401(k) Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Rogers Memorial Hospital, Inc. 401(k) Plan in WI ($146M); by covered participants it is Edw. C. Levy Co. Capital Accumulation Plan in MI (1,334 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($146M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,334 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 Unity 401(k) Pooled Employer Plan assets move in 2024? ▼
Unity 401(k) Pooled Employer Plan grew at a solid clip - up 14.0% during 2024, from $128M to $146M. Reported net income was $15M.
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 Unity 401(k) Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Unity 401(k) Pooled Employer Plan ranks in the 93rd 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 Unity 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rogers Memorial Hospital, Inc. 401(k) Plan in WI ($146M, 2,877 participants).
Which 401(k) plans cover a similar participant headcount to Unity 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Edw. C. Levy Co. Capital Accumulation Plan in MI (1,334 participants, $149M 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.