401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
1,191
Participants Near avg headcount
82nd
Percentile by assets National rank
$35,542
Avg per participant Low balance/head
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Official DOL plan name: Advisor Managed Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$42M in assets, 1,191 participants

Newport Group, Inc.'s Advisor Managed Pooled Employer Plan reported $42M in total assets and 1,191 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,679 in Professional & Technical Services (20,173 peers)

Where Advisor Managed Pooled Employer Plan sits by assets

Advisor Managed Pooled Employer Plan sits in the top quartile of all filed plans by assets, $42M for 1,191 participants (~$35,542/participant), up 6.7% in 2024.

#16,679
in Professional & Technical Services (20,173 peers)
+6.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Advisor Managed Pooled Employer Plan's outsized position by total assets

Advisor Managed Pooled Employer Plan vs every filed plan by assets

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

$42,330,068 Top 18% higher than 82% 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

Advisor Managed 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. Advisor Managed Pooled Employer Plan lands in the large band (1,191 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Advisor Managed Pooled Employer Plan reported participants rose from 1,017 in the plan year 2023 filing to 1,191 in the plan year 2024 filing.
  • Advisor Managed Pooled Employer Plan end-of-year assets rose from $40M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • Advisor Managed Pooled Employer Plan reported net income fell from $7M in the plan year 2023 filing to $7M 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)

Advisor Managed Pooled Employer Plan · $42M · 1,191 · 82nd

  • EOY $42M
  • 5500 1,191
  • ASSETS 82nd
  • PCT 401(k)
  • EIN near Touchmark Living Centers Inc. Employee Savings & Retirement Plan
  • RANK ind #16679

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 →

Advisor Managed Pooled Employer Plan in the asset neighbourhood

Sandridge Energy, Inc. 401(k) PlanSandridge Energy, Inc. 401(k…$42MStandard Oil of Connecticut, Inc. 401(k) PlanStandard Oil of Connecticut,…$42MAdvisor Managed Pooled Employer PlanAdvisor Managed Pooled Emplo…$42MTouchmark Living Centers Inc. Employee Savings & Retirement PlanTouchmark Living Centers Inc…$42MFenner Dunlop Retirement and Savings PlanFenner Dunlop Retirement and…$42M
End-of-year total assets ($M) among Advisor Managed 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)$40M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN272037969
Plan Effective Date2021-02-19
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.

Advisor Managed Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Advisor Managed Pooled Employer Plan, Total assets ($B): 0.042330068 · Participants: 1191Advisor Managed 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
Advisor Managed Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Advisor Managed Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Touchmark Living Centers Inc. Employee Savings & Retirement Plan in OR ($42M); by covered participants it is Farm Bureau Employees' 401(k) Plan in MI (1,191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,191 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 Advisor Managed Pooled Employer Plan assets move in 2024? ▼
Advisor Managed Pooled Employer Plan grew at a solid clip - up 6.7% during 2024, from $40M to $42M. Reported net income was $7M.
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 Advisor Managed Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Advisor Managed Pooled Employer Plan ranks in the 82nd 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 Advisor Managed Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Touchmark Living Centers Inc. Employee Savings & Retirement Plan in OR ($42M, 1,910 participants).
Which 401(k) plans cover a similar participant headcount to Advisor Managed Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Farm Bureau Employees' 401(k) Plan in MI (1,191 participants, $231M 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.