401(k) · DOL Form 5500 · 2023

Ellis Point, Inc. 401(k) Plan

Data updated 2026-08-25

$486K
Total assets Small plan by assets
2
Participants Small participant base
18th
Percentile by assets National rank
$243,094
Avg per participant Above avg balance/head
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Official DOL plan name: Ellis Point Investments 401(k) Profit Sharing Plan · Sponsored by Ellis Point, Inc. · Michigan · Real Estate

$486K in assets, 2 participants

Ellis Point, Inc.'s Ellis Point Investments 401(k) Profit Sharing Plan reported $486K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,423 in Real Estate (4,727 peers)

2023 asset change

Ellis Point Investments 401(k) Profit Sharing Plan grew at a solid clip 9.8% in 2023 ($443K → $486K) for 2 participants.

#1,423
in Real Estate (4,727 peers)
+9.8%
assets growth YoY

Ellis Point Investments 401(k) Profit Sharing Plan among the smaller filed plans by assets

Ellis Point Investments 401(k) Profit Sharing Plan vs every filed plan by assets

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

$486,188 18th percentile higher than 18% 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

Ellis Point Investments 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellis Point Investments 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 843491363 · Ellis Point, Inc. PY 2023 · 401(k)

Ellis Point Investments 401(k) Profit Sharing Plan · $486K · 2 · 18th

  • VS-ST $486K
  • BOY 2
  • SCH 18th
  • EBSA 401(k)
  • PART near Daly Ventures Retirement Plan
  • TYPE ind #1423

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 Real Estate retirement plans → · Plans in Michigan →

Ellis Point Investments 401(k) Profit Sharing Plan in the asset neighbourhood

Ellis Point Investments 401(k) Profit Sharing PlanEllis Point Investments 401(…$486KDaly Ventures Retirement Plan$486KCadence Inc. 401(k) Plan$486KScrub Jay Retirement Plan$486KSteuer, Escovar & Coleman Co., Lpa 401(k) PlanSteuer, Escovar & Coleman Co…$486K
End-of-year total assets ($M) among Ellis Point Investments 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ellis Point, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Ellis Point, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$467K 3.935308975128962% vs 2023
2024 filing year
$0.46M$0.47M$0.48M$0.49M$0.5M 20232024 $0.49M $0.47M ▼ -4.1%
Year Plans Participants Total Assets
2023 1 2 $486K
2024 1 2 $467K

2023 asset-move particulars

Total Assets (Beginning of Year)$443K
Net Assets (End of Year)$486K
Net Income$43K
Employer EIN843491363
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Ellis Point Investments 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Ellis Point Investments 401(k) Profit Sharing Plan, Total assets ($B): 0.000486188 · Participants: 2Ellis Point Investments 401(k) Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Ellis Point Investments 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Ellis Point Investments 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ellis Point Investments 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Daly Ventures Retirement Plan in CO ($486K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($486K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Ellis Point Investments 401(k) Profit Sharing Plan assets move in 2023? ▼
Ellis Point Investments 401(k) Profit Sharing Plan grew at a solid clip - up 9.8% during 2023, from $443K to $486K. Reported net income was $43K.
How have Ellis Point, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ellis Point, Inc.'s sponsor-wide assets declined 3.9%, from $486K to $467K.
Where does Ellis Point Investments 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ellis Point Investments 401(k) Profit Sharing Plan ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ellis Point Investments 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Daly Ventures Retirement Plan in CO ($486K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Ellis Point Investments 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 843491363.

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.