Providers › Recordkeeping and administration
Service provider · Schedule C, plan year 2024
Newport Group, Inc.
Most often reported for recordkeeping and administration
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 850 retirement plans with 100 or more participants reported paying Newport Group, Inc. $5,000 or more. Those plans cover 1,178,469 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $35.4M. Per plan, the median was $72.23 per participant, with the middle half of plans between $36.57 and $112. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (97), Pennsylvania (58) and Ohio (55).
In 2009 it appeared on 6 such filings; in 2024, 854. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $36.57 | $72.23 | $112 |
| Compensation as a share of plan net assets | 0.06% | 0.12% | 0.24% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Aramark Hourly 401(k) Plan | Aramark Services, Inc. Retirement Benefits | PA | 96,767 | $252M | $39K |
| Elevance Health 401(k) Plan | Ath Holding Company, LLC | IN | 94,427 | $12.1B | $90K |
| Cognizant Technology Solutions 401(k) Savings Plan | Cognizant Technology Solutions | NJ | 54,490 | $3.04B | $43K |
| 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. | Nike, Inc. | OR | 48,256 | $5.89B | $85K |
| Danaher Corporation & Subsidiaries Savings Plan | Danaher Corporation | DC | 37,514 | $6.46B | $28K |
| Winco Foods 401(k) Plan | Winco Holdings, Inc. | ID | 34,166 | $289M | $1.1M |
| Fidelity National Information Services, Inc. 401(k) Profit Sharing Plan | Fidelity National Information Services, Inc. | FL | 30,287 | $4.67B | $227K |
| BMO 401(k) Savings Plan | BMO Financial Corp. | IL | 29,464 | $4.97B | $19K |
| Aramark Retirement Savings Plan for Salaried Employees | Aramark Retirement Savings Plan for Salaried Employees | PA | 27,719 | $1.43B | $37K |
| Winco Employee Stock Ownership Plan | Winco Holdings, Inc. | ID | 27,111 | $5.05B | $93K |
| Savewisetm Pooled Employer Plan | Newport Group, Inc. | CA | 26,638 | $431M | $1.1M |
| The Huntington 401(k) Plan | Huntington Bancshares Incorporated | OH | 25,595 | $2.37B | $68K |
| The Retirement Benefit Plan of American Airlines, Inc. for Agent, Management, Specialist, Support Personnel and Officers | American Airlines, Inc. - Retirement | TX | 24,831 | $2.66B | $103K |
| State Street Salary Savings Program | State Street Corporation | MA | 21,533 | $6.53B | $38K |
| The Consolidated Edison Thrift Savings Plan | Consolidated Edison Company of New York, Inc. | NY | 21,431 | $6.35B | $58K |
| Vestis Retirement Savings Plan | Vestis Uniforms and Workplace Supplies, Inc. | GA | 13,477 | $638M | $36K |
| Ascensus Secure Retirement Pooled Employer Plan | Newport Group, Inc. | CA | 12,631 | $206M | $675K |
| Flex-N-Gate Corporation 401(k) Plan | Flex-N-Gate LLC | IL | 9,802 | $405M | $244K |
| Syensqo USA 401(K)PLAN | Syensqo USA LLC | NJ | 8,561 | $1.73B | $16K |
| Profit Participation Plan of Moody's Corporation | Moodys Corporation | NY | 8,244 | $2.08B | $86K |
| Prairie Farms Dairy Thrift Incentive Plan | Prairie Farms Dairy, Inc. | IL | 7,733 | $637M | $171K |
| American Woodmark Corporation Retirement Savings Plan | American Woodmark Corporation | VA | 7,704 | $358M | $392K |
| Medisys Health Network, Inc. 403(b) Plan | Medisys Health Network, Inc. | NY | 7,694 | $387M | $312K |
| Lutz Financial Pooled Employer Plan | Newport Group, Inc. | CA | 6,072 | $369M | $375K |
| Country/ Iaa 401(k) Plan | CC Services, Inc. | IL | 5,689 | $1.15B | $94K |
| Holiday Inn Club Vacations Incorporated Retirement Plan | Holiday Inn Club Vacations Incorporated | FL | 5,481 | $160M | $15K |
| Bucher & Christian Consulting, Inc. 401(k) Plan | Bucher & Christian Consulting, Inc. | IN | 5,399 | $20.3M | $63K |
| Harps Food Stores, Inc. 401(k) Plan | Harps Food Stores, Inc. | AR | 5,377 | $44.2M | $54K |
| Ashland Employee Savings Plan | Ashland Inc. | DE | 5,158 | $1.31B | $5,108 |
| American Maritime Officers Defined Contribution Plan | Board of Trustees American Maritime Officers Defined Contribution Plan | FL | 4,972 | $356M | $80K |
| McGraw Hill 401(k) Plan | McGraw-Hill Education Holdings, LLC | NY | 4,935 | $906M | $63K |
| Steamfitters Local 449 Retirement Security Fund | Board of Trustees, Steamfitters Local #449 Retirement Security Fund | PA | 4,857 | $402M | $430K |
| Patton Wings, Inc. 401(k) Plan | Patton Wings, Inc. | MI | 4,604 | $14.0M | $54K |
| Ocean State Jobbers, Inc. & Affiliates 401(k) Plan | A&m Special Purchasing, Inc. | RI | 4,414 | $40.1M | $16K |
| American Maritime Officers Pension Plan | The Board of Trustees American Maritime Officers Pension Plan | FL | 4,385 | $758M | $72K |
| Atrium Staffing 401(k) Plan | Atrium Staffing Services Ltd. | PA | 4,127 | $29.0M | $144K |
| Arnot Health Employee Retirement Plan | Arnot Ogden Medical Center | NY | 4,027 | $152M | $202K |
| American Maritime Officers 401(k) Plan | Board of Trustees American Maritime Officers 401(k) Plan | FL | 3,883 | $678M | $156K |
| Henley Companies 401(k) Savings Plan | Henley Enterprises, Inc. | MA | 3,762 | $53.8M | $170K |
| Penn Line Enterprises, Inc. Employee Stock Ownership and Savings Plan | Penn Line Enterprises, Inc. | PA | 3,607 | $190M | $6,715 |
Questions and answers
How many plans does Newport Group, Inc. serve?
850 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Newport Group, Inc.?
The median plan reported $72.23 per participant in direct and indirect compensation (843 plans reporting an amount), or 0.12% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Recordkeeping and information management (745 plans), Participant loan processing (330 plans), Contract Administrator (243 plans) and Trustee (bank, trust company, or similar financial institution) (195 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.