401(k) · DOL Form 5500 · 2022

Criticalpoint Partners, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
917
Participants Near avg headcount
80th
Percentile by assets National rank
$26,510
Avg per participant Low balance/head
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Official DOL plan name: Criticalpoint Capital, LLC 401(k) Plan · Sponsored by Criticalpoint Partners, LLC · California · Retail Trade

$24M in assets, 917 participants

Criticalpoint Partners, LLC's Criticalpoint Capital, LLC 401(k) Plan reported $24M in total assets and 917 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #8,430 in Retail Trade (9,519 peers)

Where Criticalpoint Capital, LLC 401(k) Plan sits by assets

Criticalpoint Capital, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 917 participants (~$26,510/participant), down 7.4% in 2022.

#8,430
in Retail Trade (9,519 peers)
-7.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Criticalpoint Capital, LLC 401(k) Plan's outsized position by total assets

Criticalpoint Capital, LLC 401(k) Plan vs every filed plan by assets

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

$24,310,094 Top 20% higher than 80% 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

Criticalpoint Capital, LLC 401(k) Plan 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. Criticalpoint Capital, LLC 401(k) Plan sits mid-pack in the medium band (917 participants).

EBSA filing schedule strip

Filing strip 455416532 · Criticalpoint Partners, LLC PY 2022 · 401(k)

Criticalpoint Capital, LLC 401(k) Plan · $24M · 917 · 80th

  • 5500 $24M
  • ASSETS 917
  • PCT 80th
  • EIN 401(k)
  • RANK near Citizens First Bank Employees' Savings & Profit Sharing Plan and Trust
  • PHOTO ind #8430

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 Retail Trade retirement plans → · Plans in California →

Criticalpoint Capital, LLC 401(k) Plan in the asset neighbourhood

Criticalpoint Capital, LLC 401(k) PlanCriticalpoint Capital, LLC 4…$24MCitizens First Bank Employees' Savings & Profit Sharing Plan and TrustCitizens First Bank Employee…$24MRecursion Pharmaceuticals 401(k) PlanRecursion Pharmaceuticals 40…$24MSarsen Capital 401(k) Plan and TrustSarsen Capital 401(k) Plan a…$24MOur Daily Bread Ministries 401(k) PlanOur Daily Bread Ministries 4…$24M
End-of-year total assets ($M) among Criticalpoint Capital, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$24M
Net Income-$2M
Employer EIN455416532
Plan Effective Date2017-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Criticalpoint Partners, LLC)

Sponsor-wide plan assets over time

All Criticalpoint Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 3.620191678403218% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.3M $25.2M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 917 $24M
2023 1 402 $30M
2024 1 398 $25M

Nearby 401(k) Plans in California

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

Criticalpoint Capital, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Criticalpoint Capital, LLC 401(k) Plan, Total assets ($B): 0.024310094 · Participants: 917Criticalpoint Capital, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Criticalpoint Capital, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Criticalpoint Capital, LLC 401(k) Plan side-by-side with 3 peers →

Criticalpoint Capital, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Citizens First Bank Employees' Savings & Profit Sharing Plan and Trust in FL ($24M); by covered participants it is Retirement Plan for Employees of Saint Michael's College in VT (917 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (917 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 Criticalpoint Capital, LLC 401(k) Plan assets move in 2022? ▼
Criticalpoint Capital, LLC 401(k) Plan pulled back noticeably - down 7.4% during 2022, from $26M to $24M. Reported net income was -$2M.
How have Criticalpoint Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Criticalpoint Partners, LLC's sponsor-wide assets grew 3.6%, from $24M to $25M.
Where does Criticalpoint Capital, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Criticalpoint Capital, LLC 401(k) Plan ranks in the 80th 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 Criticalpoint Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens First Bank Employees' Savings & Profit Sharing Plan and Trust in FL ($24M, 429 participants).
Which 401(k) plans cover a similar participant headcount to Criticalpoint Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Plan for Employees of Saint Michael's College in VT (917 participants, $80M 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 455416532.

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.