401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
1,130
Participants Near avg headcount
89th
Percentile by assets National rank
$76,318
Avg per participant Below avg balance/head
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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.

  • #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.

#18,238
in Professional & Technical Services (20,173 peers)
+51.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Buckingham Strategic Partners Pooled Employer Plan's outsized position 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 $2,050,000,000 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

Buckingham Strategic Partners 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. Buckingham Strategic Partners Pooled Employer Plan lands in the large band (1,130 participants).

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 →

Published 5500 schedule card

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

Buckingham Strategic Partners Pooled Employer Plan · $86M · 1,130 · 89th

  • PCT $86M
  • PCT 1,130
  • PCT 89th
  • PCT 401(k)
  • PCT near Trident Maritime Systems Retirement Savings Plan
  • PCT ind #18238

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 →

Buckingham Strategic Partners Pooled Employer Plan in the asset neighbourhood

Flagg Bicycle Group, LLC 401(k) PlanFlagg Bicycle Group, LLC 401…$86MThe Knot Worldwide 401(k) PlanThe Knot Worldwide 401(k) Pl…$86MThe Judge Group, Inc., 401(k) Profit Sharing PlanThe Judge Group, Inc., 401(k…$86MBuckingham Strategic Partners Pooled Employer PlanBuckingham Strategic Partner…$86MTrident Maritime Systems Retirement Savings PlanTrident Maritime Systems Ret…$86M
End-of-year total assets ($M) among Buckingham Strategic Partners 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)$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.)

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.

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 ($B) Participants Buckingham Strategic Partners Pooled Employer Plan, Total assets ($B): 0.086238969 · Participants: 1130Buckingham Strategic Partners 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
Buckingham Strategic Partners Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Buckingham Strategic Partners Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Trident Maritime Systems Retirement Savings Plan in VA ($86M); by covered participants it is Gulf Coast Restaurant Group, Inc. 401(k) Plan in MS (1,130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,130 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 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).
Which 401(k) plans cover a similar participant headcount to Buckingham Strategic Partners Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gulf Coast Restaurant Group, Inc. 401(k) Plan in MS (1,130 participants, $933K 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.