401(k) · DOL Form 5500 · 2023

Third Point LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
123
Participants Small participant base
82nd
Percentile by assets National rank
$295,911
Avg per participant High balance/head
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Official DOL plan name: Third Point LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Third Point LLC · New York · Finance & Insurance

$36M in assets, 123 participants

Third Point LLC's Third Point LLC 401(k) Profit Sharing Plan & Trust reported $36M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,411 in Finance & Insurance (8,869 peers)

Coverage in New York

Third Point LLC 401(k) Profit Sharing Plan & Trust covers 123 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $36M.

#6,411
in Finance & Insurance (8,869 peers)
+17.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Third Point LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Third Point LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$36,397,112 Top 18% higher than 82% 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

Third Point LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Third Point LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Third Point LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Third Point LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $31M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Third Point LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 118 in the plan year 2022 filing to 123 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133922602 · Third Point LLC PY 2023 · 401(k)

Third Point LLC 401(k) Profit Sharing Plan & Trust · $36M · 123 · 82nd

  • TYPE $36M
  • TYPE 123
  • TYPE 82nd
  • TYPE 401(k)
  • TYPE near Cynosure, LLC 401(k) Plan
  • TYPE ind #6411

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 Finance & Insurance retirement plans → · Plans in New York →

Third Point LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Third Point LLC 401(k) Profit Sharing Plan & TrustThird Point LLC 401(k) Profi…$36MCynosure, LLC 401(k) Plan$36MFtd, LLC 401(k) Plan$36MGexpro Services 401(k) Savings PlanGexpro Services 401(k) Savin…$36MThe Rva Plan$36M
End-of-year total assets ($M) among Third Point LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$5M
Employer EIN133922602
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Third Point LLC)

Sponsor-wide plan assets over time

All Third Point LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 36.8768668107318% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $31.1M $42.6M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 118 $31M
2023 1 123 $36M
2024 1 115 $43M

Nearby 401(k) Plans in New York

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

Third Point LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Third Point LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.036397112 · Participants: 123Third Point LLC 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Third Point LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Third Point LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Third Point LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cynosure, LLC 401(k) Plan in MA ($36M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

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 Third Point LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Third Point LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 17.0% during 2023, from $31M to $36M. Reported net income was $5M.
How have Third Point LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Third Point LLC's sponsor-wide assets grew 36.9%, from $31M to $43M.
Where does Third Point LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Third Point LLC 401(k) Profit Sharing Plan & Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Third Point LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cynosure, LLC 401(k) Plan in MA ($36M, 422 participants).
Which 401(k) plans cover a similar participant headcount to Third Point LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 133922602.

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.