401(k) · DOL Form 5500 · 2023
Pointe North, Inc. 401(k) Plan
Data updated 2026-08-25
- $861K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $861,284
- Avg per participant High balance/head
Official DOL plan name: Pointe North, Inc. 401(k) Plan/Trust · Sponsored by Pointe North, Inc. · Indiana · Professional & Technical Services
$861K in assets, 1 participants
Pointe North, Inc.'s Pointe North, Inc. 401(k) Plan/Trust reported $861K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,548 in Professional & Technical Services (20,321 peers)
2023 asset change
Pointe North, Inc. 401(k) Plan/Trust grew at a solid clip 12.8% in 2023 ($763K → $861K) for 1 participant.
- #3,548
- in Professional & Technical Services (20,321 peers)
- +12.8%
- assets growth YoY
Pointe North, Inc. 401(k) Plan/Trust among the smaller filed plans by assets
Pointe North, Inc. 401(k) Plan/Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$861,284 22nd percentile higher than 22% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pointe North, Inc. 401(k) Plan/Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pointe North, Inc. 401(k) Plan/Trust is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pointe North, Inc. 401(k) Plan/Trust reported participants fell from 3 in the plan year 2022 filing to 1 in the plan year 2023 filing.
- Pointe North, Inc. 401(k) Plan/Trust end-of-year assets fell from $1M in the plan year 2022 filing to $861K in the plan year 2023 filing.
- Pointe North, Inc. 401(k) Plan/Trust reported net income fell from $127K in the plan year 2022 filing to $98K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 825230826 · Pointe North, Inc. PY 2023 · 401(k)
Pointe North, Inc. 401(k) Plan/Trust · $861K · 1 · 22nd
- EIN $861K
- EIN 1
- EIN 22nd
- EIN 401(k)
- EIN near Ricketts Excavating, Inc 401(k) Plan
- EIN ind #3548
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 Professional & Technical Services retirement plans → · Plans in Indiana →
Pointe North, Inc. 401(k) Plan/Trust in the asset neighbourhood
Pointe North, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Pointe North, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 1.3344556338985099% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $1M |
| 2023 | 4 | 7 | $3M |
| 2024 | 1 | 5 | $1M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $763K |
|---|---|
| Net Assets (End of Year) | $861K |
| Net Income | $98K |
| Employer EIN | 825230826 |
| Plan Effective Date | 2018-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Pointe North, Inc. 401(k) Plan/Trust's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Ricketts Excavating, Inc 401(k) Plan in OH ($861K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($861K here).
- Ricketts Excavating, Inc 401(k) Plan (OH) $861K · 9
- Brp Retirement Solutions Pep (NY) $861K · N/A
- Shri Ram Group Management LLC 401(k) Profit Sharing Plan & Trust (NJ) $861K · 80
- Saker, Inc. 401(k) Profit Sharing Plan (TN) $861K · 28
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
- Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
- Armo 401(k) Trust (NJ) 1 · 0 off
- Provencio Enterprises Retirement Plan (TX) 1 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.