401(k) · DOL Form 5500 · 2023

Nexpoint Advisors, LP 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
299
Participants Below avg headcount
89th
Percentile by assets National rank
$251,491
Avg per participant Above avg balance/head
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Official DOL plan name: Nexpoint 401(k) Plan · Sponsored by Nexpoint Advisors, LP · Texas · Finance & Insurance

$75M in assets, 299 participants

Nexpoint Advisors, LP's Nexpoint 401(k) Plan reported $75M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,384 in Finance & Insurance (8,869 peers)

Coverage in Texas

Nexpoint 401(k) Plan covers 299 participants in Texas, about 43% of the average Texas filer (state average ~688 per filing). Assets: $75M.

#7,384
in Finance & Insurance (8,869 peers)
+13.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Nexpoint 401(k) Plan's outsized position by total assets

Nexpoint 401(k) Plan vs every filed plan by assets

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

$75,195,764 Top 11% higher than 89% 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

Nexpoint 401(k) Plan 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. Nexpoint 401(k) Plan sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nexpoint 401(k) Plan reported net income rose from -$13M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Nexpoint 401(k) Plan end-of-year assets rose from $67M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • Nexpoint 401(k) Plan reported participants rose from 277 in the plan year 2022 filing to 299 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364728498 · Nexpoint Advisors, LP PY 2023 · 401(k)

Nexpoint 401(k) Plan · $75M · 299 · 89th

  • EOY $75M
  • 5500 299
  • ASSETS 89th
  • PCT 401(k)
  • EIN near Voestalpine High Performance Metals Retirement Plan
  • RANK ind #7384

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 Texas →

Nexpoint 401(k) Plan in the asset neighbourhood

Nexpoint 401(k) Plan$75MA. M. Castle & Co. 401(k) Savings and Retirement PlanA. M. Castle & Co. 401(k) Sa…$75MVoestalpine High Performance Metals Retirement PlanVoestalpine High Performance…$75MRemington & Vernick Engineers II Inc. 401(k) and Profit Sharing PlanRemington & Vernick Engineer…$75MAltarum Institute Retirement & Savings PlanAltarum Institute Retirement…$75M
End-of-year total assets ($M) among Nexpoint 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$75M
Net Income$9M
Employer EIN364728498
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nexpoint Advisors, LP)

Sponsor-wide plan assets over time

All Nexpoint Advisors, LP plans reported in each filing year

Latest sponsor-wide plan assets
$88M 32.48004186721425% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $66.5M $88.1M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 277 $67M
2023 1 299 $75M
2024 1 314 $88M

Nearby 401(k) Plans in Texas

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

Nexpoint 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Nexpoint 401(k) Plan, Total assets ($B): 0.075195764 · Participants: 299Nexpoint 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Nexpoint 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Nexpoint 401(k) Plan side-by-side with 3 peers →

Nexpoint 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Voestalpine High Performance Metals Retirement Plan in IL ($75M); by covered participants it is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Nexpoint 401(k) Plan assets move in 2023? ▼
Nexpoint 401(k) Plan grew at a solid clip - up 13.1% during 2023, from $67M to $75M. Reported net income was $9M.
How have Nexpoint Advisors, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nexpoint Advisors, LP's sponsor-wide assets grew 32.5%, from $67M to $88M.
Where does Nexpoint 401(k) Plan rank by assets among Form 5500 filers? ▼
Nexpoint 401(k) Plan ranks in the 89th 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 Nexpoint 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Voestalpine High Performance Metals Retirement Plan in IL ($75M, 666 participants).
Which 401(k) plans cover a similar participant headcount to Nexpoint 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunrise Community Health 401(k) Safe Harbor Plan in CO (299 participants, $15M 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 364728498.

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.