401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
1,081
Participants Near avg headcount
85th
Percentile by assets National rank
$51,543
Avg per participant Low balance/head
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Official DOL plan name: Aprio Advantage Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$56M in assets, 1,081 participants

Newport Group, Inc.'s Aprio Advantage Pooled Employer Plan reported $56M in total assets and 1,081 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,379 in Professional & Technical Services (20,173 peers)

Where Aprio Advantage Pooled Employer Plan sits by assets

Aprio Advantage Pooled Employer Plan sits in the top quartile of all filed plans by assets, $56M for 1,081 participants (~$51,543/participant), up 569.6% in 2024.

#17,379
in Professional & Technical Services (20,173 peers)
+569.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Aprio Advantage Pooled Employer Plan's outsized position by total assets

Aprio Advantage Pooled Employer Plan vs every filed plan by assets

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

$55,717,677 Top 15% higher than 85% 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

Aprio 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. Aprio Advantage Pooled Employer Plan lands in the large band (1,081 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aprio Advantage Pooled Employer Plan reported net income rose from $123K in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Aprio Advantage Pooled Employer Plan end-of-year assets rose from $8M in the plan year 2023 filing to $56M in the plan year 2024 filing.
  • Aprio Advantage Pooled Employer Plan reported participants rose from 296 in the plan year 2023 filing to 1,081 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)

Aprio Advantage Pooled Employer Plan · $56M · 1,081 · 85th

  • EBSA $56M
  • PART 1,081
  • TYPE 85th
  • NET 401(k)
  • BOOK near Sia Partners US, Inc. 401(k) Plan
  • VS-ST ind #17379

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 →

Aprio Advantage Pooled Employer Plan in the asset neighbourhood

Wolverine Packing Company Flexible Compensation PlanWolverine Packing Company Fl…$56MGraves, Dougherty, Hearon & Moody 401(k) Plan and TrustGraves, Dougherty, Hearon & …$56MAprio Advantage Pooled Employer PlanAprio Advantage Pooled Emplo…$56MSia Partners US, Inc. 401(k) PlanSia Partners US, Inc. 401(k)…$56MPridgeon & Clay, Inc. 401(k) Retirement Savings PlanPridgeon & Clay, Inc. 401(k)…$56M
End-of-year total assets ($M) among Aprio Advantage Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$56M
Net Income$5M
Employer EIN272037969
Plan Effective Date2023-05-01
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.

Aprio Advantage Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aprio Advantage Pooled Employer Plan, Total assets ($B): 0.055717677 · Participants: 1081Aprio 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
Aprio Advantage Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aprio Advantage Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Sia Partners US, Inc. 401(k) Plan in NY ($56M); by covered participants it is Smurfit Kappa North America 401(k)/Profit Sharing Plan in TX (1,081 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,081 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 Aprio Advantage Pooled Employer Plan assets move in 2024? ▼
Aprio Advantage Pooled Employer Plan surged - up 569.6% during 2024, from $8M to $56M. Reported net income was $5M.
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 Aprio Advantage Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Aprio Advantage Pooled Employer Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aprio Advantage Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sia Partners US, Inc. 401(k) Plan in NY ($56M, 538 participants).
Which 401(k) plans cover a similar participant headcount to Aprio Advantage Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smurfit Kappa North America 401(k)/Profit Sharing Plan in TX (1,081 participants, $118M 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.