401(k) · DOL Form 5500 · 2023

The Point Group, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 77
Participants Small participant base: 34th
Percentile by assets National rank: $35,726
Avg per participant Low balance/head

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Official DOL plan name: The Point Group Savings Plan · Sponsored by The Point Group, Inc. · Texas · Professional & Technical Services

$3M in assets, 77 participants

The Point Group, Inc.'s The Point Group Savings Plan reported $3M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

#6,331 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

The Point Group Savings Plan holds $3M for 77 participants - about $35,726 per participant, in the lower half of filed plans by assets.

#6,331
in Professional & Technical Services (20,321 peers): +7.3%
assets growth YoY

The Point Group Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Point Group Savings Plan vs every filed plan by assets

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

$2,750,936 34th percentile higher than 34% 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

The Point Group Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Point Group Savings Plan is a small filing (77 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

The Point Group Savings Plan reported net income rose from -$317K in the plan year 2022 filing to $187K in the plan year 2023 filing.
The Point Group Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
The Point Group Savings Plan reported participants fell from 80 in the plan year 2022 filing to 77 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 223856579 · The Point Group, Inc. PY 2023 · 401(k)

The Point Group Savings Plan · $3M · 77 · 34th

SCH $3M
SCH 77
SCH 34th
SCH 401(k)
SCH near Mcintire, Bradham & Sleek Funeral Home 401(k) Plan
SCH ind #6331

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 Texas →

End-of-year total assets ($M) among The Point Group Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$187K
Employer EIN	223856579
Plan Effective Date	1999-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (The Point Group, Inc.)

Latest sponsor-wide plan assets: $2M 4.594257694668862% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	80	$3M
2023	1	77	$3M
2024	1	89	$2M

Nearby 401(k) Plans in Texas

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

The Point Group Savings Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare The Point Group Savings Plan side-by-side with 3 peers →

The Point Group Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mcintire, Bradham & Sleek Funeral Home 401(k) Plan in OH ($3M); by covered participants it is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Mcintire, Bradham & Sleek Funeral Home 401(k) Plan (OH) $3M · 7
Exotech, Inc. Retirement Plan (FL) $3M · 37
First Insight Corporation (OR) $3M · 23
Huggins & Company Cpa PA 401(k)Safe Harbor Plan (NC) $3M · 8

Similar participant headcount

Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.

Sme Inc of Seattle 401(k) Plan & Trust (WA) 77 · 0 off
Borinquen Memorial Parks, Inc. 401(k) Plan (PR) 77 · 0 off
Lightspeed Technologies Inc. 401(k) Profit Sharing Plan & Trust (OR) 77 · 0 off
The Lyons Industries, Inc. Profit Sharing and 401(k) Plan (MI) 77 · 0 off

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 The Point Group Savings Plan assets move in 2023? ▼

The Point Group Savings Plan grew at a solid clip - up 7.3% during 2023, from $3M to $3M. Reported net income was $187K.

How have The Point Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), The Point Group, Inc.'s sponsor-wide assets declined 4.6%, from $3M to $2M.

Which 401(k) plans are similar in size to The Point Group Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mcintire, Bradham & Sleek Funeral Home 401(k) Plan in OH ($3M, 7 participants).

Which 401(k) plans cover a similar participant headcount to The Point Group Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Sme Inc of Seattle 401(k) Plan & Trust in WA (77 participants, $9M 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 223856579.