401(k) · DOL Form 5500 · 2023

Rockpoint Management, LLC 401(k) Plan

Data updated 2026-08-11

$50M
Total assets: 201
Participants: 85th
Percentile by assets: $247,141
Avg per participant

Official DOL plan name: Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Rockpoint Management, LLC · Texas · Real Estate

$50M in assets, 201 participants

Rockpoint Management, LLC's Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust reported $50M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

85th percentile by assets (of 127,072 plans)
#4,470 in Real Estate (4,727 peers)

Coverage in Texas

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust covers 201 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $50M.

$50M
total plan assets (2023 EOY): 201
covered participants: 85th
percentile by assets (of 127,072 plans): $247,141
avg assets per participant

Where Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust sits by total assets

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$49,675,343 Top 15% higher than 85% 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

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $38M in the plan year 2022 filing to $50M in the plan year 2023 filing.
Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 179 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Texas

Industry

Real Estate

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust reports 201 participants - about 29% of that state average ($50M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)	$38M
Net Assets (End of Year)	$50M
Net Income	$11M
Employer EIN	161680492
Plan Effective Date	2003-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Rockpoint Management, LLC)

Total plan assets by year, all Rockpoint Management, LLC plans on file

Year	Plans	Participants	Total Assets
2022	1	179	$38M
2023	1	201	$50M
2024	1	201	$61M

Nearby 401(k) Plans in Texas

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

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust 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 Rockpoint Group, LLC 401(k) Profit Shari… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust by total assets, not by location.

Concord 401(k) Plan (TN) $50M · 453
Key Tronic 401(k) Retirement Savings Plan (WA) $50M · 323
The Haverford Trust Company 401(k) Plan (PA) $50M · 128
Prein&newhof, Inc. Employee Stock Ownership Plan and Trust (MI) $50M · 156

Frequently Asked Questions

How did Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 29.9% during 2023, from $38M to $50M. Reported net income was $11M.

How have Rockpoint Management, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Rockpoint Management, LLC's sponsor-wide assets grew 59.0%, from $38M to $61M.

Where does Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust ranks in the 85th 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 Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Concord 401(k) Plan in TN ($50M, 453 participants).

Next read for Rockpoint Group, LLC 401(k) Profit Shari…

Filing takeaways

Ways to act on Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust's numbers.

By total assets, Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
Rockpoint Management, LLC's sponsor-wide assets have grown 59.0% since 2022 across 3 plan years on file. More Real Estate plans

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 161680492.