ESOP · DOL Form 5500 · 2023
Rpoa Advisors ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 93
- Participants
- 73rd
- Percentile by assets
- $222,515
- Avg per participant
Official DOL plan name: Retirement Planners of America Employee Stock Ownership Plan · Sponsored by Rpoa Advisors · Texas · Finance & Insurance
$21M in assets, 93 participants
Rpoa Advisors's Retirement Planners of America Employee Stock Ownership Plan reported $21M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- 73rd percentile by assets (of 127,072 plans)
- #5,318 in Finance & Insurance (8,869 peers)
Rpoa Advisors multi-year trail
Rpoa Advisors's plans moved +71.3% in assets from 2023 to 2024; this filing shows Retirement Planners of America Employee Stock Ownership Plan at $21M / 93 participants.
- $21M
- total plan assets (2023 EOY)
- 93
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $222,515
- avg assets per participant
Rpoa Advisors across 2 plan years on file
Across the 2 plan years Rpoa Advisors has on file (2023-2024), sponsor-wide plan assets have moved from $21M to $35M, a gain of 71.3%, while reported participants moved from 93 to 218 (+134.4%).
Rpoa Advisors multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 93 | $21M |
| 2024 | 2 | 218 | $35M |
Rpoa Advisors filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $4M |
| Employer EIN | 274062228 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Texas
Peer ESOP plans, same state, same plan type, ranked by total assets.
Retirement Planners of America Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
- Sammons Enterprises, Inc. Employee Stock Ownership Plan $21.2B · 3,000
- Highland Homes Employee Stock Ownership Plan $885M · 791
- Austin Industries Employee Stock Ownership Plan $498M · 4,510
- Cactus Feeders, Inc. Employee Stock Ownership Plan $447M · 831
- Lja Engineering, Inc. Employee Stock Ownership Plan $397M · 1,439
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Retirement Planners of America Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Retirement Planners of America Employee Stock Ownership Plan's numbers.
- By total assets, Retirement Planners of America Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Texas. Compare plans
- Rpoa Advisors's sponsor-wide assets have grown 71.3% since 2023 across 2 plan years on file. More Finance & Insurance plans