Newport Group, Inc., Folsom, CA. EIN 27-2037969. Annual reports 2010–2025. Also filed as Pension Specialists, Inc.; Verisight, Inc.
Newport Group, Inc. has 32 active retirement plans on file. The largest is the Premier Retirement Solutions Pooled Employer Plan. No traditional pension plan appears in Newport Group's filings since 2010.
Active. The plan filed its annual report for the 2025 plan year.
Active. The plan filed its annual report for the 2025 plan year.
Active. The plan filed its annual report for the 2025 plan year.
Active. The plan filed its annual report for the 2025 plan year.
Active. The plan filed its annual report for the 2024 plan year.
Plans merged into this one: Mesirow Pooled Employer Plan (2023).
Earlier plan names: Savewise Pooled Employer Plan.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 26,638 | $431 million | not listed |
| 2023 | 24,996 | $347 million | not listed |
| 2022 | 8,521 | $136 million | not listed |
| 2021 | 163 | $464,581 | not listed |
Active. The plan filed its annual report for the 2024 plan year.
Plans merged into this one: Newport Group, Inc. 401(k) Plan (2021).
Earlier plan names: Newport Secure Retirement Pooled Employer Plan.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 12,631 | $206 million | not listed |
| 2023 | 8,842 | $130 million | not listed |
| 2022 | 4,331 | $48.8 million | not listed |
| 2021 | 5,086 | $204 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 6,072 | $369 million | not listed |
| 2023 | 5,038 | $292 million | not listed |
| 2022 | 3,386 | $176 million | not listed |
| 2021 | 1,170 | $106 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 2,627 | $131 million | not listed |
| 2023 | 1,022 | $67.5 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 1,706 | $146 million | not listed |
| 2023 | 1,653 | $128 million | not listed |
| 2022 | 1,493 | $105 million | not listed |
| 2021 | 1,348 | $146 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 1,660 | $37.0 million | not listed |
| 2023 | 1,847 | $30.7 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 1,458 | $42.3 million | not listed |
| 2023 | 1,200 | $39.7 million | not listed |
| 2022 | 429 | $24.7 million | not listed |
| 2021 | 183 | $21.2 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 1,355 | $55.7 million | not listed |
| 2023 | 291 | $8.3 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 1,347 | $49.8 million | not listed |
| 2023 | 485 | $23.4 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 1,282 | $17.9 million | not listed |
| 2023 | 1,016 | $5.7 million | not listed |
| 2022 | 246 | $2.3 million | not listed |
| 2021 | 30 | $140,718 | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 1,278 | $86.2 million | not listed |
| 2023 | 986 | $56.9 million | not listed |
| 2022 | 663 | $21.3 million | not listed |
| 2021 | 44 | $373,840 | not listed |
Active. The plan filed its annual report for the 2024 plan year.
Plans merged into this one: Pezold Management Associates, Inc. 401(k) Profit Sharing Plan (2024).
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 1,151 | $24.1 million | not listed |
| 2023 | 603 | $9.2 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 1,114 | $16.8 million | not listed |
| 2023 | 790 | $11.1 million | not listed |
| 2022 | 349 | $5.4 million | not listed |
| 2021 | 12 | $58,057 | not listed |
Active. The plan filed its annual report for the 2024 plan year.
Active. The plan filed its annual report for the 2024 plan year.
Earlier plan names: CFS Capital Pooled Employer Plan.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 791 | $13.6 million | not listed |
| 2023 | 707 | $6.5 million | not listed |
| 2022 | 123 | $2.3 million | not listed |
| 2021 | 99 | $1.7 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 577 | $14.8 million | not listed |
| 2023 | 207 | $3.3 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
Earlier plan names: Saxon Financial Services Pooled Employer Plan.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 431 | $9.6 million | not listed |
| 2023 | 397 | $7.5 million | not listed |
| 2022 | 215 | $2.1 million | not listed |
| 2021 | 106 | $1.4 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 429 | $4.4 million | not listed |
| 2023 | 32 | $905 | not listed |
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 207 | $1.4 million | not listed |
| 2023 | 34 | $203,813 | not listed |
Active. The plan filed its annual report for the 2024 plan year.
Active. The plan filed its annual report for the 2024 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 81 | $8.8 million | not listed |
| 2023 | 80 | $7.0 million | not listed |
| 2022 | 47 | $2.8 million | not listed |
| 2021 | 4 | $2.0 million | not listed |
Active. The plan filed its annual report for the 2024 plan year.
Active. The plan filed its annual report for the 2024 plan year.
Active. The plan filed its annual report for the 2024 plan year.
Active. The plan filed its annual report for the 2024 plan year.
Active. The plan filed its annual report for the 2023 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2023 | 235 | $2.5 million | not listed |
| 2022 | 382 | $9.9 million | not listed |
| 2021 | 346 | $10.5 million | not listed |
Active. The plan filed its annual report for the 2023 plan year.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2023 | 199 | $6.5 million | not listed |
| 2022 | 198 | $5.3 million | not listed |
Merged. In 2025 its assets moved to the Tekton Design Build, Inc. 401(k) Plan (EIN 92-0335185, plan 001). Accounts moved with them, so that plan is the one to contact.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2025 | 0 | $0 | not listed |
| 2024 | 454 | $9.8 million | not listed |
| 2023 | 358 | $6.1 million | not listed |
| 2022 | 176 | $4.0 million | not listed |
| 2021 | 33 | $652,455 | not listed |
Merged. In 2024 its assets moved to the Robja DBA Servpro of Flower Mound/Lewisville 401(k) Plan (EIN 42-1533119, plan 002). Accounts moved with them, so that plan is the one to contact.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 0 | $0 | not listed |
| 2023 | 1,220 | $15.8 million | not listed |
| 2022 | 1,083 | $10.0 million | not listed |
| 2021 | 303 | $1.4 million | not listed |
Merged. In 2024 its assets moved to the Scott Shaw Ent. DBA Home Instead Senior Care 401(k) Plan (EIN 91-1823828, plan 001). Accounts moved with them, so that plan is the one to contact.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2024 | 0 | $0 | not listed |
| 2023 | 412 | $21.7 million | not listed |
| 2022 | 243 | $14.7 million | not listed |
| 2021 | 328 | $16.0 million | not listed |
Merged. In 2024 its assets moved to the Fintrust 401(k) Pooled Employer Plan (EIN 27-2307969, plan 020). Accounts moved with them, so that plan is the one to contact.
Merged. In 2023 its assets moved to the Savewise Pooled Employer Plan, sponsored by Newport Group, Inc. (EIN 27-2037969, plan 016). Accounts moved with them, so that plan is the one to contact.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2023 | 0 | $0 | not listed |
| 2022 | 1,358 | $10.9 million | not listed |
| 2021 | 10 | $101,944 | not listed |
Merged. In 2023 its assets moved to the IT Health Partners, LLC 401(k) Plan (EIN 85-2243738, plan 001). Accounts moved with them, so that plan is the one to contact.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2023 | 0 | $0 | not listed |
| 2022 | 9 | $409,223 | not listed |
| 2021 | 8 | $258,855 | not listed |
Closed. The plan filed its final annual report for 2023, which means its assets were paid out or moved and it no longer exists.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2023 | 0 | $0 | not listed |
| 2022 | 1 | $20,094 | not listed |
Merged. In 2021 its assets moved to the Newport Secure Retirement Pooled Employer Plan, sponsored by Newport Group, Inc. (EIN 27-2037969, plan 002). Accounts moved with them, so that plan is the one to contact.
Earlier sponsors: Pension Specialists, Inc. (2010); Verisight, Inc. (2011–2015).
Earlier plan names: Pension Specialists, Inc. 401(k) Plan; Verisight, Inc. 401(k) Plan.
| Plan year | Participants | Net assets | Recordkeeper |
|---|---|---|---|
| 2021 | 0 | $0 | not listed |
| 2020 | 1,849 | $168 million | not listed |
| 2019 | 1,758 | $130 million | not listed |
| 2018 | 1,491 | $94.9 million | not listed |
| 2017 | 1,349 | $93.4 million | not listed |
| 2016 | 1,319 | $76.7 million | not listed |
| 2015 | 594 | $27.2 million | not listed |
| 2014 | 375 | $18.7 million | not listed |
| 2013 | 343 | $17.8 million | not listed |
| 2012 | 316 | $14.0 million | not listed |
| 2011 | 309 | $11.3 million | not listed |
| 2010 | 99 | $6.0 million | not listed |
Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.