401(k) · DOL Form 5500 · 2024

Newport Group, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
1,010
Participants Near avg headcount
74th
Percentile by assets National rank
$23,862
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fintrust 401(k) Pooled Employer Plan · Sponsored by Newport Group, Inc. · California · Professional & Technical Services

$24M in assets, 1,010 participants

Newport Group, Inc.'s Fintrust 401(k) Pooled Employer Plan reported $24M in total assets and 1,010 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,795 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 Fintrust 401(k) Pooled Employer Plan at $24M / 1,010 participants.

#14,795
in Professional & Technical Services (20,173 peers)
+162.8%
assets growth YoY

Fintrust 401(k) Pooled Employer Plan's outsized position by total assets

Fintrust 401(k) Pooled Employer Plan vs every filed plan by assets

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

$24,100,289 Top 26% higher than 74% 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

Fintrust 401(k) 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. Fintrust 401(k) Pooled Employer Plan lands in the large band (1,010 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fintrust 401(k) Pooled Employer Plan end-of-year assets rose from $9M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Fintrust 401(k) Pooled Employer Plan reported participants rose from 612 in the plan year 2023 filing to 1,010 in the plan year 2024 filing.
  • Fintrust 401(k) Pooled Employer Plan reported net income fell from $833K in the plan year 2023 filing to $443K 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)

Fintrust 401(k) Pooled Employer Plan · $24M · 1,010 · 74th

  • SCH $24M
  • EBSA 1,010
  • PART 74th
  • TYPE 401(k)
  • NET near Premier Medical Group Profit Sharing Plan
  • BOOK ind #14795

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 →

Fintrust 401(k) Pooled Employer Plan in the asset neighbourhood

Fintrust 401(k) Pooled Employer PlanFintrust 401(k) Pooled Emplo…$24MPremier Medical Group Profit Sharing PlanPremier Medical Group Profit…$24MJack Demmer Ford, Inc. 401(k) PlanJack Demmer Ford, Inc. 401(k…$24MIBEW Local Union 94 Annuity FundIBEW Local Union 94 Annuity …$24MMountain Country Foods Employees' 401(k) Profit Sharing PlanMountain Country Foods Emplo…$24M
End-of-year total assets ($M) among Fintrust 401(k) 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)$9M
Net Assets (End of Year)$24M
Net Income$443K
Employer EIN272037969
Plan Effective Date2022-12-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Fintrust 401(k) Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Fintrust 401(k) Pooled Employer Plan, Total assets ($B): 0.024100289 · Participants: 1010Fintrust 401(k) 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
Fintrust 401(k) Pooled Employer Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Fintrust 401(k) Pooled Employer Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Premier Medical Group Profit Sharing Plan in NY ($24M); by covered participants it is Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan in TX (1,010 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,010 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 Fintrust 401(k) Pooled Employer Plan assets move in 2024? ▼
Fintrust 401(k) Pooled Employer Plan surged - up 162.8% during 2024, from $9M to $24M. Reported net income was $443K.
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 Fintrust 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Premier Medical Group Profit Sharing Plan in NY ($24M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Fintrust 401(k) Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Methodist Retirement Communities & Its Affiliated Organizations Associates 401(k) Plan in TX (1,010 participants, $12M 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.