ESOP · DOL Form 5500 · 2023

Rpoa Advisors ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
93
Participants Small participant base
73rd
Percentile by assets National rank
$222,515
Avg per participant Above avg balance/head
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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.

  • #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.

#5,318
in Finance & Insurance (8,869 peers)
$4M
reported net income

Retirement Planners of America Employee Stock Ownership Plan's outsized position by total assets

Retirement Planners of America Employee Stock Ownership Plan vs every filed plan by assets

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

$20,693,900 Top 27% higher than 73% of 127,068 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 2023

Retirement Planners of America Employee Stock Ownership 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. Retirement Planners of America Employee Stock Ownership Plan is a small filing (93 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 274062228 · Rpoa Advisors PY 2023 · ESOP

Retirement Planners of America Employee Stock Ownership Plan · $21M · 93 · 73rd

  • PCT $21M
  • EIN 93
  • RANK 73rd
  • PHOTO ESOP
  • IND near Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan
  • EOY ind #5318

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 What is an ESOP? → · Plans in Texas →

Retirement Planners of America Employee Stock Ownership Plan in the asset neighbourhood

Harris & Associates Employee Stock Ownership PlanHarris & Associates Employee…$21MKirkham-Michael, Inc Employee Stock Ownership PlanKirkham-Michael, Inc Employe…$21MRetirement Planners of America Employee Stock Ownership PlanRetirement Planners of Ameri…$21MValenti-Held Contractor/Developer, Inc. Employee Stock Ownership PlanValenti-Held Contractor/Deve…$21MCarpet and Wood Floor Liquidators Employee Stock Ownership PlanCarpet and Wood Floor Liquid…$21M
End-of-year total assets ($M) among Retirement Planners of America Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Rpoa Advisors multi-year asset trail

Sponsor-wide plan assets over time

All Rpoa Advisors plans reported in each filing year

Latest sponsor-wide plan assets
$35M 71.31610764524811% vs 2023
2024 filing year
$15M$20M$25M$30M$35M$40M 20232024 $20.7M $35.5M ▲ +71.3%
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 EIN274062228
Plan Effective Date2023-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Retirement Planners of America Employee Stock Ownership Plan, Total assets ($B): 0.0206939 · Participants: 93Retirement Planners of America Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Retirement Planners of America Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Retirement Planners of America Employee Stock Ownership Plan side-by-side with 3 peers →

Retirement Planners of America Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan in IN ($21M); by covered participants it is Twin Mro Employee Stock Ownership Plan in CT (93 participants). Same-state nearby plans are listed separately above.

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 have Rpoa Advisors plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Rpoa Advisors's sponsor-wide assets grew 71.3%, from $21M to $35M.
Which ESOP plans are similar in size to Retirement Planners of America Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Valenti-Held Contractor/Developer, Inc. Employee Stock Ownership Plan in IN ($21M, 56 participants).
Which ESOP plans cover a similar participant headcount to Retirement Planners of America Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Twin Mro Employee Stock Ownership Plan in CT (93 participants, $83M 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 274062228.

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.