401(k) · DOL Form 5500 · 2022

Rockport Administrative Services, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
6,372
Participants Above avg headcount
68th
Percentile by assets National rank
$1,855
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rockport Clients 401(k) Plan and Trust · Sponsored by Rockport Administrative Services, LLC · California · Healthcare & Social Assistance

$12M in assets, 6,372 participants

Rockport Administrative Services, LLC's Rockport Clients 401(k) Plan and Trust reported $12M in total assets and 6,372 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,715 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Rockport Clients 401(k) Plan and Trust covers 6,372 participants in California, 10x the typical California plan (state average ~630 per filing). Assets: $12M.

#14,715
in Healthcare & Social Assistance (20,060 peers)
-6.2%
assets change YoY

The plan reported a net loss of $781K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rockport Clients 401(k) Plan and Trust's outsized position by total assets

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

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

$11,818,393 Top 32% higher than 68% 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

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

Plan-year 2022 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 (6,372 participants).

DOL schedule card

Filing strip 272831270 · Rockport Administrative Services, LLC PY 2022 · 401(k)

Rockport Clients 401(k) Plan and Trust · $12M · 6,372 · 68th

  • SCH $12M
  • EBSA 6,372
  • PART 68th
  • TYPE 401(k)
  • NET near Automated Media, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #14715

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…$12MAutomated Media, Inc. 401(k) Profit Sharing PlanAutomated Media, Inc. 401(k)…$12MBurrus & Matthews, Inc. Employees Profit Sharing PlanBurrus & Matthews, Inc. Empl…$12MDpi/Nap Et. Al. Multiple Employer 401(k) PlanDpi/Nap Et. Al. Multiple Emp…$12MArkana Laboratories Retirement PlanArkana Laboratories Retireme…$12M
End-of-year total assets ($M) among Rockport Clients 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$781K
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): 0.011818393 · Participants: 6372Rockport Clients 401(k) Plan and TrustWells 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
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 Automated Media, Inc. 401(k) Profit Sharing Plan in MI ($12M); by covered participants it is Kehe Distributors, Inc. 401(k) Retirement Savings Plan in IL (6,374 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,372 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 Rockport Clients 401(k) Plan and Trust assets move in 2022? ▼
Rockport Clients 401(k) Plan and Trust pulled back noticeably - down 6.2% during 2022, from $13M to $12M. Reported net income was -$781K.
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 Automated Media, Inc. 401(k) Profit Sharing Plan in MI ($12M, 116 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 Kehe Distributors, Inc. 401(k) Retirement Savings Plan in IL (6,374 participants, $228M 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 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.