401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$788K
Total assets Small plan by assets: 74
Participants Small participant base: 21st
Percentile by assets National rank: $10,649
Avg per participant Low balance/head

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

$788K in assets, 74 participants

Newport Group, Inc.'s Marshall & Sterling Pooled Employer Plan reported $788K in total assets and 74 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

#3,289 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 Marshall & Sterling Pooled Employer Plan at $788K / 74 participants.

#3,289
in Professional & Technical Services (20,173 peers): $596K
reported net income

Marshall & Sterling Pooled Employer Plan among the smaller filed plans by assets

Marshall & Sterling Pooled Employer Plan vs every filed plan by assets

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

$788,033 21st percentile higher than 21% 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

Marshall & Sterling Pooled Employer Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshall & Sterling Pooled Employer Plan is a small filing (74 participants) on this national headcount ladder.

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%)

Published 5500 schedule card

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

Marshall & Sterling Pooled Employer Plan · $788K · 74 · 21st

VS-ST $788K
VS-ST 74
VS-ST 21st
VS-ST 401(k)
VS-ST near Volume Rate Liquors Inc. 401(k) Plan
VS-ST ind #3289

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 Marshall & Sterling 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)	N/A
Net Assets (End of Year)	$788K
Net Income	$596K
Employer EIN	272037969
Plan Effective Date	2023-07-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Marshall & Sterling 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 Marshall & Sterling Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Volume Rate Liquors Inc. 401(k) Plan in CO ($788K); by covered participants it is Lifedesigns, Inc. Retirement Plan in IN (74 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($788K here).

Volume Rate Liquors Inc. 401(k) Plan (CO) $788K · 4
Dreamn Corporation 401(k) Plan (CO) $788K · 2
Mitchell & Fernandez Business Solutions, Inc. 401(k) Plan (FL) $788K · 2
Clinical Associates, P.a. 401(k) Plan (MD) $788K · 139

Similar participant headcount

Nearest other-state filings by covered participants (74 participants); asset peers above are excluded.

Lifedesigns, Inc. Retirement Plan (IN) 74 · 0 off
Orthopaedic Associates of Reading, Ltd 401(k) Plan (PA) 74 · 0 off
Cooperativa De Ahorro Y Credito De Cabo Rojo Retirement Plan Trust (PR) 74 · 0 off
Maione Inc 401(k) Profit Sharing Plan & Trust (OH) 74 · 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 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 Marshall & Sterling Pooled Employer Plan rank by assets among Form 5500 filers? ▼

Marshall & Sterling Pooled Employer Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

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

Among 401(k) plans in other states, the closest by assets is Volume Rate Liquors Inc. 401(k) Plan in CO ($788K, 4 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Lifedesigns, Inc. Retirement Plan in IN (74 participants, N/A 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.