401(k) · DOL Form 5500 · 2022

Rockpoint Management, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
179
Participants Small participant base
86th
Percentile by assets National rank
$213,572
Avg per participant Above avg balance/head
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Official DOL plan name: Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Rockpoint Management, LLC · Texas · Real Estate

$38M in assets, 179 participants

Rockpoint Management, LLC's Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust reported $38M in total assets and 179 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,773 in Real Estate (5,057 peers)

Coverage in Texas

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust covers 179 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $38M.

#4,773
in Real Estate (5,057 peers)
-8.9%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$38,229,412 Top 14% higher than 86% of 139,123 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 2022

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (179 participants).

EBSA filing schedule strip

Filing strip 161680492 · Rockpoint Management, LLC PY 2022 · 401(k)

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust · $38M · 179 · 86th

  • SCH $38M
  • EBSA 179
  • PART 86th
  • TYPE 401(k)
  • NET near Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan
  • BOOK ind #4773

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 Real Estate retirement plans → · Plans in Texas →

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Inalfa Roof Systems, Inc. 401(k) Profit Sharing PlanInalfa Roof Systems, Inc. 40…$38MRockpoint Group, LLC 401(k) Profit Sharing Plan and TrustRockpoint Group, LLC 401(k) …$38MKaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing PlanKaplin, Stewart, Meloff, Rei…$38MThe Western Sugar Cooperative Salaried Savings and Investment PlanThe Western Sugar Cooperativ…$38MIdeal Clamp Products 401(k) PlanIdeal Clamp Products 401(k) …$38M
End-of-year total assets ($M) among Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$38M
Net Income-$4M
Employer EIN161680492
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockpoint Management, LLC)

Sponsor-wide plan assets over time

All Rockpoint Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$61M 58.993324302241426% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.2M $60.8M ▲ +59.0%
Year Plans Participants Total Assets
2022 1 179 $38M
2023 1 201 $50M
2024 1 201 $61M

Nearby 401(k) Plans in Texas

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

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.038229412 · Participants: 179Rockpoint Group, LLC 401(k) Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan in PA ($38M); by covered participants it is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 8.9% during 2022, from $42M to $38M. Reported net income was -$4M.
How have Rockpoint Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockpoint Management, LLC's sponsor-wide assets grew 59.0%, from $38M to $61M.
Where does Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kaplin, Stewart, Meloff, Reiter & Stein, P.C. 401(k) Profit Sharing Plan in PA ($38M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas E.N.T. Specialists, P.a. 401(k) Profit Sharing Plan in FL (179 participants, N/A in assets).

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 161680492.

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.