401(k) · DOL Form 5500 · 2024
Newport Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $206M
- Total assets Near avg plan size
- 10,586
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $19,421
- Avg per participant Low balance/head
Official DOL plan name: Ascensus Secure Retirement Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services
$206M in assets, 10,586 participants
Newport Group, Inc.'s Ascensus Secure Retirement Pooled Employer Plan reported $206M in total assets and 10,586 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,270 in Professional & Technical Services (20,173 peers)
Coverage in California
Ascensus Secure Retirement Pooled Employer Plan covers 10,586 participants in California, 17x the typical California plan (state average ~630 per filing). Assets: $206M.
- #19,270
- in Professional & Technical Services (20,173 peers)
- +57.6%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Ascensus Secure Retirement Pooled Employer Plan's outsized position by total assets
Ascensus Secure Retirement Pooled Employer Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$205,589,355 Top 6% higher than 94% 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
Ascensus Secure Retirement Pooled Employer Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ascensus Secure Retirement Pooled Employer Plan is a mega filing (10,586 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ascensus Secure Retirement Pooled Employer Plan end-of-year assets rose from $130M in the plan year 2023 filing to $206M in the plan year 2024 filing.
- Ascensus Secure Retirement Pooled Employer Plan reported participants rose from 6,841 in the plan year 2023 filing to 10,586 in the plan year 2024 filing.
- Ascensus Secure Retirement Pooled Employer Plan reported net income rose from $34M in the plan year 2023 filing to $51M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 272037969 · Newport Group, Inc. PY 2024 · 401(k)
Ascensus Secure Retirement Pooled Employer Plan · $206M · 10,586 · 94th
- BOY $206M
- BOY 10,586
- BOY 94th
- BOY 401(k)
- BOY near C.H. Guenther & Son LLC 401(k) Plan
- BOY ind #19270
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 →
Ascensus Secure Retirement Pooled Employer Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $206M |
| Net Income | $51M |
| Employer EIN | 272037969 |
| Plan Effective Date | 2021-02-01 |
| Filing Status | FILING 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
| 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.
- 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
Scale composition for Ascensus Secure Retirement Pooled Employer Plan
Ascensus Secure Retirement Pooled Employer Plan reports $206M in end-of-year assets across 10,586 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $19,421 per participant (14% of the national average assets-per-participant) . Net income for plan year 2024 was $51M.
This plan identity (EIN 272037969, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $49M to $206M (+321.1%) while covered participants moved from 4,688 to 10,586 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,688 | $49M | Open filing |
| 2023 | 6,841 | $130M | Open filing |
| 2024 · index core | 10,586 | $206M | This page |
The same sponsor also keeps 4 other index-core plans on PlainRetire:
- Savewisetm Pooled Employer Plan (401(k), $431M, 23,074 participants)
- Lutz Financial Pooled Employer Plan (401(k), $369M, 4,628 participants)
- Fiducient Advisors Pooled Employer Plan (401(k), $174M, 2,596 participants)
- Unity 401(k) Pooled Employer Plan (401(k), $146M, 1,334 participants)
Ascensus Secure Retirement Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is C.H. Guenther & Son LLC 401(k) Plan in TX ($206M); by covered participants it is Tryko Partners, LLC 401(k) Plan in NJ (10,579 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($206M here).
- C.H. Guenther & Son LLC 401(k) Plan (TX) $206M · 2,345
- Frankcrum Retirement Savings Plan (FL) $206M · 9,194
- Intrust 401(k) Plan (KS) $206M · 871
- Beverage Distribution Savings Plan (NJ) $206M · 1,306
Similar participant headcount
Nearest other-state filings by covered participants (10,586 participants); asset peers above are excluded.
- Tryko Partners, LLC 401(k) Plan (NJ) 10,579 · 7 off
- Cnh Industrial U.S. Retirement Savings Plan (WI) 10,601 · 15 off
- Transdev North America, Inc. 401(k) Plan for Collectively Bargained Employees (IL) 10,568 · 18 off
- Siemens Energy, Inc. Savings Plan (FL) 10,564 · 22 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.