Newport Group, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Newport Group, Inc. (EIN 27-2037969) is a plan sponsor located in Folsom, CA with 26 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 27-2037969
- Location
- Folsom, CA
- Loaded plans
- 26
- Total reported participants
- 47,513
- Total reported plan assets (EOY)
- $1,217,694,280
- Plans with financial data
- 26
- Plans with provider compensation
- 17
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Savewisetm Pooled Employer Plan | 016 | 20,199 | $347,202,202 | 2023 |
| Lutz Financial Pooled Employer Plan | 012 | 4,866 | $291,679,383 | 2023 |
| Ascensus Secure Retirement Pooled Employer Plan | 002 | 7,207 | $130,431,820 | 2023 |
| Unity 401(K) Pooled Employer Plan | 003 | 1,603 | $127,768,388 | 2023 |
| Tfo Advantage Pooled Employer Plan | 021 | 787 | $67,500,423 | 2023 |
| Buckingham Strategic Partners Pooled Employer Plan | 019 | 966 | $56,935,222 | 2023 |
| Advisor Managed Pooled Employer Plan | 014 | 1,126 | $39,658,989 | 2023 |
| Mmhr 401(K) Pooled Employer Plan | 025 | 1,374 | $30,696,673 | 2023 |
| Twelve Points Pooled Employer Plan | 028 | 320 | $23,433,016 | 2023 |
| Allworth Financial Pooled Employer Plan | 004 | 355 | $21,689,688 | 2023 |
| Truecourse 401(K) Pooled Employer Plan | 018 | 1,250 | $15,843,566 | 2023 |
| Hb 3(38) Pooled Employer Plan | 007 | 768 | $11,083,352 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Advantage Pooled Employer Plan An Argent Solution | 161 | H | 20240927125846NAL0001072307001 |
| 2023 | Next Generation 401(K) Pooled Employer Plan | 376 | I, C | 20240927131735NAL0003824112001 |
| 2023 | Next Generation 401(K) Pooled Employer Plan | 235 | I, C | 20240927132311NAL0001085283001 |
| 2023 | Aprio Advantage Pooled Employer Plan | 296 | H | 20240927132737NAL0004630402001 |
| 2023 | Fintrust 401(K) Pooled Employer Plan | 612 | H, C | 20241002092456NAL0008078305001 |
| 2023 | Tfo Advantage Pooled Employer Plan | 787 | H, C | 20241007113745NAL0015107265001 |
| 2023 | Advisor Managed Pooled Employer Plan | 1,126 | H, C | 20241007114702NAL0015115553001 |
| 2023 | Unity 401(K) Pooled Employer Plan | 1,603 | H, C | 20241007115329NAL0015122897001 |