401(k) · DOL Form 5500 · 2023

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
320
Participants Below avg headcount
75th
Percentile by assets National rank
$73,228
Avg per participant Below avg balance/head
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Official DOL plan name: Twelve Points Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$23M in assets, 320 participants

Newport Group, Inc.'s Twelve Points Pooled Employer Plan reported $23M in total assets and 320 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,373 in Professional & Technical Services (20,321 peers)

Where Twelve Points Pooled Employer Plan sits by assets

Twelve Points Pooled Employer Plan sits in the top quartile of all filed plans by assets, $23M for 320 participants (~$73,228/participant).

#15,373
in Professional & Technical Services (20,321 peers)
$476K
reported net income
0.2×
vs typical plan assets (national mean)

Twelve Points Pooled Employer Plan's outsized position by total assets

Twelve Points Pooled Employer Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$23,433,016 Top 25% higher than 75% of 127,068 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 2023

Twelve Points Pooled Employer Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Twelve Points Pooled Employer Plan sits mid-pack in the medium band (320 participants).

EBSA filing schedule strip

Filing strip 272037969 · Newport Group, Inc. PY 2023 · 401(k)

Twelve Points Pooled Employer Plan · $23M · 320 · 75th

  • ASSETS $23M
  • ASSETS 320
  • ASSETS 75th
  • ASSETS 401(k)
  • ASSETS near Gray Manufacturing Company, Inc. Retirement Plan
  • ASSETS ind #15373

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 →

Twelve Points Pooled Employer Plan in the asset neighbourhood

Twelve Points Pooled Employer PlanTwelve Points Pooled Employe…$23MGray Manufacturing Company, Inc. Retirement PlanGray Manufacturing Company, …$23MUrology Specialists, Chartered 401(k) Profit Sharing PlanUrology Specialists, Charter…$23MEditas Medicine, Inc. 401(k) PlanEditas Medicine, Inc. 401(k)…$23MAida-America Corporation Savings PlanAida-America Corporation Sav…$23M
End-of-year total assets ($M) among Twelve Points Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$23M
Net Income$476K
Employer EIN272037969
Plan Effective Date2023-09-01
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.

Twelve Points Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Twelve Points Pooled Employer Plan, Total assets ($B): 0.023433016 · Participants: 320Twelve Points Pooled Employer PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Twelve Points Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Twelve Points Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Gray Manufacturing Company, Inc. Retirement Plan in MO ($23M); by covered participants it is S. D. Ireland Companies 401(k) Plan in VT (320 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (320 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 Twelve Points Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Twelve Points Pooled Employer Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Twelve Points Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gray Manufacturing Company, Inc. Retirement Plan in MO ($23M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Twelve Points Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is S. D. Ireland Companies 401(k) Plan in VT (320 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.