401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
1,122
Participants Near avg headcount
84th
Percentile by assets National rank
$44,414
Avg per participant Low balance/head
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Official DOL plan name: Twelve Points Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$50M in assets, 1,122 participants

Newport Group, Inc.'s Twelve Points Pooled Employer Plan reported $50M in total assets and 1,122 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,131 in Professional & Technical Services (20,173 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, $50M for 1,122 participants (~$44,414/participant), up 112.7% in 2024.

#17,131
in Professional & Technical Services (20,173 peers)
+112.7%
assets growth YoY
0.5×
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 2024 · DOL Form 5500

$49,832,350 Top 16% higher than 84% 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

Twelve Points 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. Twelve Points Pooled Employer Plan lands in the large band (1,122 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Twelve Points Pooled Employer Plan reported net income rose from $476K in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Twelve Points Pooled Employer Plan reported participants rose from 320 in the plan year 2023 filing to 1,122 in the plan year 2024 filing.
  • Twelve Points Pooled Employer Plan end-of-year assets rose from $23M in the plan year 2023 filing to $50M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

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

Twelve Points Pooled Employer Plan · $50M · 1,122 · 84th

  • PCT $50M
  • PCT 1,122
  • PCT 84th
  • PCT 401(k)
  • PCT near Liberty Federal Credit Union 401(k) Plan and Trust
  • PCT ind #17131

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

Evergreen Devco, Inc. Profit Sharing 401(k) PlanEvergreen Devco, Inc. Profit…$50MLiberty Federal Credit Union 401(k) Plan and TrustLiberty Federal Credit Union…$50MTwelve Points Pooled Employer PlanTwelve Points Pooled Employe…$50MSuperior Beverage Group 401(k) Retirement Savings PlanSuperior Beverage Group 401(…$50MSault Tribe 401 (K) Plan$50M
End-of-year total assets ($M) among Twelve Points 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)$23M
Net Assets (End of Year)$50M
Net Income$6M
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. -50000050000100000150000 -200204060 Total assets ($B) Participants Twelve Points Pooled Employer Plan, Total assets ($B): 0.04983235 · Participants: 1122Twelve Points 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
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 Liberty Federal Credit Union 401(k) Plan and Trust in IN ($50M); by covered participants it is Avanzar Interior Technologies, Ltd Savings and Investment (401(k)) Plan in MI (1,122 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,122 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 Twelve Points Pooled Employer Plan assets move in 2024? ▼
Twelve Points Pooled Employer Plan surged - up 112.7% during 2024, from $23M to $50M. Reported net income was $6M.
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 84th 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 Twelve Points Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Federal Credit Union 401(k) Plan and Trust in IN ($50M, 639 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 Avanzar Interior Technologies, Ltd Savings and Investment (401(k)) Plan in MI (1,122 participants, $33M 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.