401(k) · DOL Form 5500 · 2023
Pointe North, Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $295,525
- 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
$1M in assets, 4 participants
Pointe North, Inc.'s Pointe North, Inc. 401(k) Plan/Trust reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #4,159 in Professional & Technical Services (20,321 peers)
2023 asset change
Pointe North, Inc. 401(k) Plan/Trust pulled back noticeably 10.8% in 2023 ($1M → $1M) for 4 participants.
- #4,159
- in Professional & Technical Services (20,321 peers)
- -10.8%
- assets change YoY
The plan reported a net loss of $143K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
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
$1,182,101 25th percentile higher than 25% 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 (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pointe North, Inc. 401(k) Plan/Trust reported net income fell from $127K in the plan year 2022 filing to -$143K in the plan year 2023 filing.
- Pointe North, Inc. 401(k) Plan/Trust reported participants rose from 3 in the plan year 2022 filing to 4 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 $1M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 825230826 · Pointe North, Inc. PY 2023 · 401(k)
Pointe North, Inc. 401(k) Plan/Trust · $1M · 4 · 25th
- NET $1M
- BOOK 4
- VS-ST 25th
- BOY 401(k)
- SCH near Star Paving 401(k) & Profit Sharing Plan
- EBSA ind #4159
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) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$143K |
| 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 Star Paving 401(k) & Profit Sharing Plan in NM ($1M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- Star Paving 401(k) & Profit Sharing Plan (NM) $1M · 98
- Kps 401(k) Plan (WA) $1M · 107
- Acquistapace Harvesting, Inc. 401(k) Plan (CA) $1M · 255
- Rm Customs, LLC 401(k) Plan (ID) $1M · 5
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
- Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
- Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
- Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.