Other
2022 plan-year Other DOL Form 5500

Point B, Inc. Employee Stock Ownership Plan and Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Point B, Inc. · Washington · Professional & Technical Services

What the 2023 filing shows

Point B, Inc. Employee Stock Ownership Plan and Trust holds $143M for 768 participants — about $185,795 per participant, down 45.5% over the 2022 plan year.

$143M
total plan assets (2022 EOY)
768
covered participants
$185,795
avg assets per participant
-45.5%
assets change YoY

The plan reported a net loss of $119M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$143M
Participants
768
State
Industry
Professional & Technical Services

What the Filing Says About Point B, Inc. Employee Stock Ownership Plan and Trust

Point B, Inc. Employee Stock Ownership Plan and Trust is a Other retirement plan sponsored by Point B, Inc., headquartered in Washington. As of the 2022 Form 5500 filing, the plan reports $143M in total end-of-year assets and covers 768 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 263473011, and the plan has been effective since 2008-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $262M at the beginning of 2022 to $143M at year-end — a decline of 45.5%. Net assets (after liabilities) closed the year at $143M, with reported net income of $-119,024,263 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$262M
Total Assets (End of Year)$143M
Net Assets (End of Year)$143M
Net Income$-119,024,263
Plan TypeOther
Employer EIN263473011
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Point B, Inc.)

Year Plans Participants Total Assets
2022 2 1,558 $271M
2023 2 1,807 $212M
2024 2 1,315 $185M

Nearby Other Plans in Washington

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Point B, Inc. Employee Stock Ownership Plan and Trust?
As of the 2022 Form 5500 filing, Point B, Inc. Employee Stock Ownership Plan and Trust holds $143M in total assets with 768 participants. It is sponsored by Point B, Inc..
What type of plan is Point B, Inc. Employee Stock Ownership Plan and Trust?
Point B, Inc. Employee Stock Ownership Plan and Trust is a Other plan. It has been effective since 2008-01-01. The plan is filed with the U.S. Department of Labor under EIN 263473011.
Who sponsors the Point B, Inc. Employee Stock Ownership Plan and Trust?
Point B, Inc. Employee Stock Ownership Plan and Trust is sponsored by Point B, Inc., located in Washington. The sponsor's EIN is 263473011 and the plan operates in the Professional & Technical Services industry.
How did Point B, Inc. Employee Stock Ownership Plan and Trust perform in 2022?
Point B, Inc. Employee Stock Ownership Plan and Trust declined by 45.5% during 2022, moving from $262M to $143M in total assets. Net income was $-119,024,263.
Where can I find official filings for Point B, Inc. Employee Stock Ownership Plan and Trust?
Official Form 5500 filings for Point B, Inc. Employee Stock Ownership Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 263473011 or plan name at efast.dol.gov.
How does Point B, Inc. Employee Stock Ownership Plan and Trust compare to other plans?
You can compare Point B, Inc. Employee Stock Ownership Plan and Trust against other Other plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 263473011.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.