401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 371
Participants Below avg headcount: 55th
Percentile by assets National rank: $25,771
Avg per participant Low balance/head

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Official DOL plan name: Rfg Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$10M in assets, 371 participants

Newport Group, Inc.'s Rfg Pooled Employer Plan reported $10M in total assets and 371 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

#10,703 in Professional & Technical Services (20,173 peers)

Newport Group, Inc. multi-year trail

Newport Group, Inc.'s plans moved +223.3% in assets from 2022 to 2024; this filing shows Rfg Pooled Employer Plan at $10M / 371 participants.

#10,703
in Professional & Technical Services (20,173 peers): +27.5%
assets growth YoY

Rfg Pooled Employer Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rfg Pooled Employer Plan vs every filed plan by assets

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

$9,560,908 Top 45% higher than 55% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Rfg Pooled Employer Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rfg Pooled Employer Plan sits mid-pack in the medium band (371 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Rfg Pooled Employer Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Rfg Pooled Employer Plan end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Rfg Pooled Employer Plan reported participants rose from 325 in the plan year 2023 filing to 371 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

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

Rfg Pooled Employer Plan · $10M · 371 · 55th

NET $10M
BOOK 371
VS-ST 55th
BOY 401(k)
SCH near Polyventive LLC 401(k) Plan
EBSA ind #10703

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 →

End-of-year total assets ($M) among Rfg Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Newport Group, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $1.9B 223.3356432771119% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	19	17,298	$581M
2023	30	45,238	$1.2B
2024	32	58,553	$1.9B

Newport Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	272037969
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

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

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Rfg Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Polyventive LLC 401(k) Plan in GA ($10M); by covered participants it is Cfan Company Retirement/Savings Plan in TX (371 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Polyventive LLC 401(k) Plan (GA) $10M · 180
Psi Retirement Plan (MD) $10M · 108
Chn Housing Partners 401(k) Profit Sharing Plan & Trust (OH) $10M · 171
The Ralph J. Stolle Company Retirement Savings Plan (OH) $10M · 126

Similar participant headcount

Nearest other-state filings by covered participants (371 participants); asset peers above are excluded.

Cfan Company Retirement/Savings Plan (TX) 371 · 0 off
Nintex USA, Inc. (WA) 371 · 0 off
Facility Contract Services 401(k) Profit Sharing Plan & Trust (FL) 371 · 0 off
Kyruus, Inc. Employee Retirement Savings Plan (MA) 371 · 0 off

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 Rfg Pooled Employer Plan assets move in 2024? ▼

Rfg Pooled Employer Plan grew sharply - up 27.5% during 2024, from $7M to $10M. Reported net income was $2M.

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.

Which 401(k) plans are similar in size to Rfg Pooled Employer Plan? ▼

Among 401(k) plans in other states, the closest by assets is Polyventive LLC 401(k) Plan in GA ($10M, 180 participants).

Which 401(k) plans cover a similar participant headcount to Rfg Pooled Employer Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cfan Company Retirement/Savings Plan in TX (371 participants, $39M 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.