401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-11

$86M
Total assets
1,130
Participants
89th
Percentile by assets
$76,318
Avg per participant
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Official DOL plan name: Buckingham Strategic Partners Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$86M in assets, 1,130 participants

Newport Group, Inc.'s Buckingham Strategic Partners Pooled Employer Plan reported $86M in total assets and 1,130 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 123,622 plans)
  • #18,238 in Professional & Technical Services (20,173 peers)

Where Buckingham Strategic Partners Pooled Employer Plan sits by assets

Buckingham Strategic Partners Pooled Employer Plan sits in the top quartile of all filed plans by assets, $86M for 1,130 participants (~$76,318/participant), up 51.5% in 2024.

$86M
total plan assets (2024 EOY)
1,130
covered participants
89th
percentile by assets (of 123,622 plans)
$76,318
avg assets per participant

Where Buckingham Strategic Partners Pooled Employer Plan sits by total assets

Buckingham Strategic Partners Pooled Employer Plan vs every filed plan by assets

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

$86,238,969 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Buckingham Strategic Partners Pooled Employer Plan end-of-year assets rose from $57M in the plan year 2023 filing to $86M in the plan year 2024 filing.
  • Buckingham Strategic Partners Pooled Employer Plan reported net income rose from $10M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Buckingham Strategic Partners Pooled Employer Plan reported participants rose from 819 in the plan year 2023 filing to 1,130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Professional & Technical Services

Buckingham Strategic Partners Pooled Employer Plan vs the 2024 asset distribution

By assets, Buckingham Strategic Partners Pooled Employer Plan outranks 89% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$86M
Net Income$14M
Employer EIN272037969
Plan Effective Date2021-06-08
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.

Buckingham Strategic Partners Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Buckingham Strategic…, Total assets ($B): 0.086238969 · Participants: 1130Buckingham Strategic…Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Buckingham Strategic Partners Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Buckingham Strategic Partners Pooled Emp… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did Buckingham Strategic Partners Pooled Employer Plan assets move in 2024? ▼
Buckingham Strategic Partners Pooled Employer Plan surged - up 51.5% during 2024, from $57M to $86M. Reported net income was $14M.
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 Buckingham Strategic Partners Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Buckingham Strategic Partners Pooled Employer Plan ranks in the 89th 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 Buckingham Strategic Partners Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trident Maritime Systems Retirement Savings Plan in VA ($86M, 871 participants).

Next read for Buckingham Strategic Partners Pooled Emp…

Scale reading

Ways to act on Buckingham Strategic Partners Pooled Employer Plan's numbers.

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.