401(k) · DOL Form 5500 · 2024
Newport Group, Inc. 401(k) Plan
Data updated 2026-08-11
- $174M
- Total assets
- 2,596
- Participants
- 94th
- Percentile by assets
- $67,173
- Avg per participant
Official DOL plan name: Fiducient Advisors Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services
$174M in assets, 2,596 participants
Newport Group, Inc.'s Fiducient Advisors Pooled Employer Plan reported $174M in total assets and 2,596 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.
- 94th percentile by assets (of 123,622 plans)
- #19,117 in Professional & Technical Services (20,173 peers)
Coverage in California
Fiducient Advisors Pooled Employer Plan covers 2,596 participants in California, 4.1x the typical California plan (state average ~630 per filing). Assets: $174M.
- $174M
- total plan assets (2024 EOY)
- 2,596
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $67,173
- avg assets per participant
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Fiducient Advisors Pooled Employer Plan reports 2,596 participants - 4.1x that state average ($174M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $174M |
| Net Income | $8M |
| Employer EIN | 272037969 |
| Plan Effective Date | 2023-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Newport Group, Inc.)
| 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.
Fiducient Advisors 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Fiducient Advisors Pooled Employer Plan by total assets, not by location.
Frequently Asked Questions
How have Newport Group, Inc. plan assets changed over time? ▼
Where does Fiducient Advisors Pooled Employer Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Fiducient Advisors Pooled Employer Plan? ▼
Next read for Fiducient Advisors Pooled Employer Plan
Filing takeaways
Ways to act on Fiducient Advisors Pooled Employer Plan's numbers.
- By total assets, Fiducient Advisors Pooled Employer Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Newport Group, Inc.'s sponsor-wide assets have grown 223.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans