401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$174M
Total assets Near avg plan size: 2,596
Participants Above avg headcount: 94th
Percentile by assets National rank: $67,173
Avg per participant Below avg balance/head

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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.

#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.

#19,117
in Professional & Technical Services (20,173 peers): $8M
reported net income: 1.7×
vs typical plan assets (national mean)

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

Fiducient Advisors Pooled Employer Plan vs every filed plan by assets

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

$174,381,755 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

Fiducient 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. Fiducient Advisors Pooled Employer Plan lands in the large band (2,596 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

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

Fiducient Advisors Pooled Employer Plan · $174M · 2,596 · 94th

PCT $174M
PCT 2,596
PCT 94th
PCT 401(k)
PCT near Whitman, Requardt & Associates, LLP 401(k) Plan
PCT ind #19117

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 →

End-of-year total assets ($M) among Fiducient Advisors Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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.)

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.

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

Compare Fiducient Advisors Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Whitman, Requardt & Associates, LLP 401(k) Plan in MD ($174M); by covered participants it is Wallenius Wilhelmsen Group of Companies 401(k) Plan in NJ (2,597 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($174M here).

Whitman, Requardt & Associates, LLP 401(k) Plan (MD) $174M · 866
Goodfellow Bros., LLC Profit Sharing and 401(k) Plan (WA) $174M · 420
Gt Services LLC Savings and Investment Plan (PA) $175M · 912
Amundi US, Inc. Savings and Investment Plan (MA) $174M · 473

Similar participant headcount

Nearest other-state filings by covered participants (2,596 participants); asset peers above are excluded.

Wallenius Wilhelmsen Group of Companies 401(k) Plan (NJ) 2,597 · 1 off
Tbc Corporation Safe Harbor 401(k) Plan (FL) 2,595 · 1 off
Wesbanco, Inc. 401(k) Plan (WV) 2,598 · 2 off
Preferred Family Healthcare Employee's Profit Sharing Plan (MO) 2,594 · 2 off

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 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.

Where does Fiducient Advisors Pooled Employer Plan rank by assets among Form 5500 filers? ▼

Fiducient Advisors Pooled Employer Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Fiducient Advisors Pooled Employer Plan? ▼

Among 401(k) plans in other states, the closest by assets is Whitman, Requardt & Associates, LLP 401(k) Plan in MD ($174M, 866 participants).

Which 401(k) plans cover a similar participant headcount to Fiducient Advisors Pooled Employer Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Wallenius Wilhelmsen Group of Companies 401(k) Plan in NJ (2,597 participants, $228M 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.