401(k) · DOL Form 5500 · 2023

Rockport Administrative Services, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
6,540
Participants Above avg headcount
60th
Percentile by assets National rank
$1,634
Avg per participant Low balance/head
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Official DOL plan name: Rockport Clients 401(k) Plan and Trust · Sponsored by Rockport Administrative Services, LLC · California · Healthcare & Social Assistance

$11M in assets, 6,540 participants

Rockport Administrative Services, LLC's Rockport Clients 401(k) Plan and Trust reported $11M in total assets and 6,540 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,591 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Rockport Clients 401(k) Plan and Trust covers 6,540 participants in California, 10x the typical California plan (state average ~630 per filing). Assets: $11M.

#11,591
in Healthcare & Social Assistance (17,684 peers)
+25.8%
assets growth YoY

Rockport Clients 401(k) Plan and Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rockport Clients 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,685,000 Top 40% higher than 60% of 127,068 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 2023

Rockport Clients 401(k) Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockport Clients 401(k) Plan and Trust lands in the large band (6,540 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rockport Clients 401(k) Plan and Trust reported net income rose from -$781K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rockport Clients 401(k) Plan and Trust end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Rockport Clients 401(k) Plan and Trust reported participants rose from 6,372 in the plan year 2022 filing to 6,540 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 272831270 · Rockport Administrative Services, LLC PY 2023 · 401(k)

Rockport Clients 401(k) Plan and Trust · $11M · 6,540 · 60th

  • BOY $11M
  • BOY 6,540
  • BOY 60th
  • BOY 401(k)
  • BOY near St. Louis Auto Dealers Association - Machinists District No. 9 401(k) Plan
  • BOY ind #11591

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Rockport Clients 401(k) Plan and Trust in the asset neighbourhood

Rockport Clients 401(k) Plan and TrustRockport Clients 401(k) Plan…$11MAcculynx 401(k) Plan$11MPetra Funds Group LLC 401(k) Profit Sharing Plan & TrustPetra Funds Group LLC 401(k)…$11MSt. Louis Auto Dealers Association - Machinists District No. 9 401(k) PlanSt. Louis Auto Dealers Assoc…$11MBehavioral Health Services North, Inc. Profit Sharing 401(k) PlanBehavioral Health Services N…$11M
End-of-year total assets ($M) among Rockport Clients 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN272831270
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockport Administrative Services, LLC)

Sponsor-wide plan assets over time

All Rockport Administrative Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 49.53572361736454% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $16.5M $24.6M ▲ +49.5%
Year Plans Participants Total Assets
2022 2 6,602 $16M
2023 3 14,421 $31M
2024 2 7,388 $25M

Nearby 401(k) Plans in California

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

Rockport Clients 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rockport Clients 401(k) Plan and Trust, Total assets ($B): 0.010685 · Participants: 6540Rockport Clients 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Rockport Clients 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Rockport Clients 401(k) Plan and Trust side-by-side with 3 peers →

Rockport Clients 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is St. Louis Auto Dealers Association - Machinists District No. 9 401(k) Plan in MO ($11M); by covered participants it is National Heritage Academies, Inc. Retirement Savings Plan in MI (6,534 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,540 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rockport Clients 401(k) Plan and Trust assets move in 2023? ▼
Rockport Clients 401(k) Plan and Trust grew sharply - up 25.8% during 2023, from $8M to $11M. Reported net income was $2M.
How have Rockport Administrative Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockport Administrative Services, LLC's sponsor-wide assets grew 49.5%, from $16M to $25M.
Which 401(k) plans are similar in size to Rockport Clients 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is St. Louis Auto Dealers Association - Machinists District No. 9 401(k) Plan in MO ($11M, 669 participants).
Which 401(k) plans cover a similar participant headcount to Rockport Clients 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is National Heritage Academies, Inc. Retirement Savings Plan in MI (6,534 participants, $265M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272831270.

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.