401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
359
Participants Below avg headcount
44th
Percentile by assets National rank
$15,960
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$6M in assets, 359 participants

Newport Group, Inc.'s Allworth Financial Pooled Employer Plan reported $6M in total assets and 359 participants in its 2024 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,522 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 Allworth Financial Pooled Employer Plan at $6M / 359 participants.

#8,522
in Professional & Technical Services (20,173 peers)
-73.6%
assets change YoY

Allworth Financial Pooled Employer Plan's mid-pack asset rank among Professional & Technical Services and all filers

Allworth Financial Pooled Employer Plan vs every filed plan by assets

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

$5,729,708 44th percentile higher than 44% 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

Allworth Financial Pooled Employer Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Allworth Financial Pooled Employer Plan sits mid-pack in the medium band (359 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Allworth Financial Pooled Employer Plan end-of-year assets fell from $22M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Allworth Financial Pooled Employer Plan reported participants rose from 318 in the plan year 2023 filing to 359 in the plan year 2024 filing.
  • Allworth Financial Pooled Employer Plan reported net income rose from $5M in the plan year 2023 filing to $5M 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)

Allworth Financial Pooled Employer Plan · $6M · 359 · 44th

  • IND $6M
  • EOY 359
  • 5500 44th
  • ASSETS 401(k)
  • PCT near Alabama State Board of Pharmacy Retirement Plan
  • EIN ind #8522

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 →

Allworth Financial Pooled Employer Plan in the asset neighbourhood

Allworth Financial Pooled Employer PlanAllworth Financial Pooled Em…$6MAlabama State Board of Pharmacy Retirement PlanAlabama State Board of Pharm…$6MLa Michoacana Meat Market 401(k) PlanLa Michoacana Meat Market 40…$6MGemcraft Homes Inc 401(k) PlanGemcraft Homes Inc 401(k) Pl…$6MAnesthesiology Consultants of Tv, PLLC P/SAnesthesiology Consultants o…$6M
End-of-year total assets ($M) among Allworth Financial Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Newport Group, Inc. multi-year asset trail

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

Newport Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$6M
Net Income$5M
Employer EIN272037969
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Allworth Financial Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Allworth Financial Pooled Employer Plan, Total assets ($B): 0.005729708 · Participants: 359Allworth Financial 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
Allworth Financial Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Allworth Financial Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Alabama State Board of Pharmacy Retirement Plan in AL ($6M); by covered participants it is Intermountain Food Stores, Inc. 401(k) P/S Plan in ID (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Allworth Financial Pooled Employer Plan assets move in 2024? ▼
Allworth Financial Pooled Employer Plan contracted severely - down 73.6% during 2024, from $22M to $6M. Reported net income was $5M.
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 Allworth Financial Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alabama State Board of Pharmacy Retirement Plan in AL ($6M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Allworth Financial Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intermountain Food Stores, Inc. 401(k) P/S Plan in ID (359 participants, $3M 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.