401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 22
Participants Small participant base: 29th
Percentile by assets National rank: $90,585
Avg per participant Below avg balance/head

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

$2M in assets, 22 participants

Newport Group, Inc.'s Youthrive Pooled Employer Plan reported $2M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

#5,067 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 Youthrive Pooled Employer Plan at $2M / 22 participants.

#5,067
in Professional & Technical Services (20,173 peers): -$29K
reported net income

The plan reported a net loss of $29K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Youthrive Pooled Employer Plan among the smaller filed plans by assets

Youthrive Pooled Employer Plan vs every filed plan by assets

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

$1,992,877 29th percentile higher than 29% 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

Youthrive 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. Youthrive Pooled Employer Plan is a small filing (22 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%)

DOL schedule card

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

Youthrive Pooled Employer Plan · $2M · 22 · 29th

IND $2M
EOY 22
5500 29th
ASSETS 401(k)
PCT near Independence Health Systems, Inc. 401(k) Profit Sharing Plan
EIN ind #5067

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 Youthrive 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)	$2M
Net Income	-$29K
Employer EIN	272037969
Plan Effective Date	2024-12-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Youthrive 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 Youthrive Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Independence Health Systems, Inc. 401(k) Profit Sharing Plan in MO ($2M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Independence Health Systems, Inc. 401(k) Profit Sharing Plan (MO) $2M · 113
Mcshane Welding Co., Inc. 401 (K) Plan (PA) $2M · 20
Gambino Insulation, Inc. 401(k) Plan (NY) $2M · 18
Nasco Construction Ser 401(k) Profit Sharing Plan & Trust (NY) $2M · 18

Similar participant headcount

Nearest other-state filings by covered participants (22 participants); asset peers above are excluded.

Reed & Witting Company Profit Sharing Plan (PA) 22 · 0 off
Lycera Corp 401(k) Plan (PA) 22 · 0 off
H3meier Corporation 401(k) Plan (NE) 22 · 0 off
Ben Rentals Inc. 401(k) Profit Sharing Plan and Trust (NY) 22 · 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.

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

Among 401(k) plans in other states, the closest by assets is Independence Health Systems, Inc. 401(k) Profit Sharing Plan in MO ($2M, 113 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 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.