401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
1,187
Participants Near avg headcount
68th
Percentile by assets National rank
$15,044
Avg per participant Low balance/head
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Official DOL plan name: Qualified Plan Advisors Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$18M in assets, 1,187 participants

Newport Group, Inc.'s Qualified Plan Advisors Pooled Employer Plan reported $18M in total assets and 1,187 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #13,566 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 Qualified Plan Advisors Pooled Employer Plan at $18M / 1,187 participants.

#13,566
in Professional & Technical Services (20,173 peers)
+215.1%
assets growth YoY

Qualified Plan Advisors Pooled Employer Plan's outsized position by total assets

Qualified Plan Advisors Pooled Employer Plan vs every filed plan by assets

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

$17,856,854 Top 32% higher than 68% 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

Qualified Plan Advisors 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. Qualified Plan Advisors Pooled Employer Plan lands in the large band (1,187 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Qualified Plan Advisors Pooled Employer Plan reported net income rose from $2M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Qualified Plan Advisors Pooled Employer Plan end-of-year assets rose from $6M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Qualified Plan Advisors Pooled Employer Plan reported participants rose from 922 in the plan year 2023 filing to 1,187 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

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

Qualified Plan Advisors Pooled Employer Plan · $18M · 1,187 · 68th

  • PHOTO $18M
  • IND 1,187
  • EOY 68th
  • 5500 401(k)
  • ASSETS near Winxnet 401(k) Plan
  • PCT ind #13566

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 →

Qualified Plan Advisors Pooled Employer Plan in the asset neighbourhood

Qualified Plan Advisors Pooled Employer PlanQualified Plan Advisors Pool…$18MWinxnet 401(k) Plan$18MR.W. Troxell & Company 401(k) Profit Sharing PlanR.W. Troxell & Company 401(k…$18MCjl Engineering 401(k) Profit Sharing PlanCjl Engineering 401(k) Profi…$18MMag 401(k) Plan$18M
End-of-year total assets ($M) among Qualified Plan Advisors 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)$6M
Net Assets (End of Year)$18M
Net Income$8M
Employer EIN272037969
Plan Effective Date2021-02-19
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Qualified Plan Advisors Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Qualified Plan Advisors Pooled Employer Plan, Total assets ($B): 0.017856854 · Participants: 1187Qualified Plan Advisors 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
Qualified Plan Advisors Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Qualified Plan Advisors Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Winxnet 401(k) Plan in OH ($18M); by covered participants it is The Windquest Group 401(k) Retirement Savings Plan in MI (1,187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,187 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 Qualified Plan Advisors Pooled Employer Plan assets move in 2024? ▼
Qualified Plan Advisors Pooled Employer Plan surged - up 215.1% during 2024, from $6M to $18M. Reported net income was $8M.
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 Qualified Plan Advisors Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Winxnet 401(k) Plan in OH ($18M, 295 participants).
Which 401(k) plans cover a similar participant headcount to Qualified Plan Advisors Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Windquest Group 401(k) Retirement Savings Plan in MI (1,187 participants, $79M 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.