401(k) · DOL Form 5500 · 2023

Peak Rock Capital LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 54
Participants Small participant base: 54th
Percentile by assets National rank: $151,305
Avg per participant Above avg balance/head

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Official DOL plan name: Peak Rock Capital 401(k) Plan · Sponsored by Peak Rock Capital LLC · Texas · Professional & Technical Services

$8M in assets, 54 participants

Peak Rock Capital LLC's Peak Rock Capital 401(k) Plan reported $8M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

#10,700 in Professional & Technical Services (20,321 peers)

Peak Rock Capital LLC multi-year trail

Peak Rock Capital LLC's plans moved +89.6% in assets from 2022 to 2024; this filing shows Peak Rock Capital 401(k) Plan at $8M / 54 participants.

#10,700
in Professional & Technical Services (20,321 peers): +35.2%
assets growth YoY

Peak Rock Capital 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Peak Rock Capital 401(k) Plan vs every filed plan by assets

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

$8,170,473 Top 46% higher than 54% 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

Peak Rock Capital 401(k) 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. Peak Rock Capital 401(k) Plan is a small filing (54 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%)

Peak Rock Capital 401(k) Plan reported net income rose from -$151K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Peak Rock Capital 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Peak Rock Capital 401(k) Plan reported participants rose from 50 in the plan year 2022 filing to 54 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 455458021 · Peak Rock Capital LLC PY 2023 · 401(k)

Peak Rock Capital 401(k) Plan · $8M · 54 · 54th

PHOTO $8M
IND 54
EOY 54th
5500 401(k)
ASSETS near My Automotive 401(k) Plan & Trust
PCT ind #10700

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 Peak Rock Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Peak Rock Capital LLC multi-year asset trail

Latest sponsor-wide plan assets: $11M 89.61573868562253% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	50	$6M
2023	1	54	$8M
2024	1	62	$11M

Peak Rock Capital LLC filing trail (2023)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$8M
Net Income	$2M
Employer EIN	455458021
Plan Effective Date	2013-09-15
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Peak Rock Capital 401(k) 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 Peak Rock Capital 401(k) Plan side-by-side with 3 peers →

Peak Rock Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is My Automotive 401(k) Plan & Trust in CA ($8M); by covered participants it is Arco Publicidad Retirement Plan in PR (54 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

My Automotive 401(k) Plan & Trust (CA) $8M · 139
Kimberly Key Courtesy 401(k) Plan (IL) $8M · 177
Ips Bargaining 401(k) Plan (SC) $8M · 139
Wfp US LLC 401(k) Plan (WA) $8M · 208

Similar participant headcount

Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.

Arco Publicidad Retirement Plan (PR) 54 · 0 off
Country Ford, Inc (MS) 54 · 0 off
Metnurse Health Services Inc 401(k) Profit Sharing Plan & Trust (GA) 54 · 0 off
Garden State Home Loans 401(k) Profit Sharing Plan & Trust (NJ) 54 · 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 Peak Rock Capital 401(k) Plan assets move in 2023? ▼

Peak Rock Capital 401(k) Plan surged - up 35.2% during 2023, from $6M to $8M. Reported net income was $2M.

How have Peak Rock Capital LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Peak Rock Capital LLC's sponsor-wide assets grew 89.6%, from $6M to $11M.

Which 401(k) plans are similar in size to Peak Rock Capital 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is My Automotive 401(k) Plan & Trust in CA ($8M, 139 participants).

Which 401(k) plans cover a similar participant headcount to Peak Rock Capital 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Arco Publicidad Retirement Plan in PR (54 participants, $231K 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 455458021.