401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
756
Participants Near avg headcount
62nd
Percentile by assets National rank
$18,004
Avg per participant Low balance/head
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Official DOL plan name: Retirement Group Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$14M in assets, 756 participants

Newport Group, Inc.'s Retirement Group Pooled Employer Plan reported $14M in total assets and 756 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,369 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 Retirement Group Pooled Employer Plan at $14M / 756 participants.

#12,369
in Professional & Technical Services (20,173 peers)
+108.8%
assets growth YoY

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

Retirement Group Pooled Employer Plan vs every filed plan by assets

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

$13,611,235 Top 38% higher than 62% 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

Retirement Group 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. Retirement Group Pooled Employer Plan sits mid-pack in the medium band (756 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Group Pooled Employer Plan end-of-year assets rose from $7M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Retirement Group Pooled Employer Plan reported participants rose from 635 in the plan year 2023 filing to 756 in the plan year 2024 filing.
  • Retirement Group Pooled Employer Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

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

Retirement Group Pooled Employer Plan · $14M · 756 · 62nd

  • EOY $14M
  • EOY 756
  • EOY 62nd
  • EOY 401(k)
  • EOY near Systems Unlimited, Inc. 401(k) Plan
  • EOY ind #12369

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 →

Retirement Group Pooled Employer Plan in the asset neighbourhood

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End-of-year total assets ($M) among Retirement Group 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)$7M
Net Assets (End of Year)$14M
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.

Retirement Group Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Retirement Group Pooled Employer Plan, Total assets ($B): 0.013611235 · Participants: 756Retirement Group 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
Retirement Group Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Retirement Group Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Systems Unlimited, Inc. 401(k) Plan in IA ($14M); by covered participants it is USA Compression 401(k) Plan in TX (756 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (756 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 Retirement Group Pooled Employer Plan assets move in 2024? ▼
Retirement Group Pooled Employer Plan surged - up 108.8% during 2024, from $7M to $14M. 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 Retirement Group Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Systems Unlimited, Inc. 401(k) Plan in IA ($14M, 843 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Group Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is USA Compression 401(k) Plan in TX (756 participants, $74M 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.