401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-11

$146M
Total assets
1,334
Participants
93rd
Percentile by assets
$109,160
Avg per participant
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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.

  • 93rd percentile by assets (of 123,622 plans)
  • #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.

$146M
total plan assets (2024 EOY)
1,334
covered participants
93rd
percentile by assets (of 123,622 plans)
$109,160
avg assets per participant

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 →

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Unity 401(k) Pooled Employer Plan reports 1,334 participants - 2.1x that state average ($146M EOY assets).

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.)

$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.

Unity 401(k) Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants

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 …Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Unity 401(k) Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

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

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).

Filing takeaways

Ways to act on Unity 401(k) Pooled Employer Plan's numbers.