401(k) · DOL Form 5500 · 2023

Criticalpoint Partners, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
402
Participants Below avg headcount
79th
Percentile by assets National rank
$74,987
Avg per participant Below avg balance/head
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Official DOL plan name: Criticalpoint Capital, LLC 401(k) Plan · Sponsored by Criticalpoint Partners, LLC · California · Retail Trade

$30M in assets, 402 participants

Criticalpoint Partners, LLC's Criticalpoint Capital, LLC 401(k) Plan reported $30M in total assets and 402 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,383 in Retail Trade (8,414 peers)

Where Criticalpoint Capital, LLC 401(k) Plan sits by assets

Criticalpoint Capital, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $30M for 402 participants (~$74,987/participant), up 24.0% in 2023.

#7,383
in Retail Trade (8,414 peers)
+24.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Criticalpoint Capital, LLC 401(k) Plan's outsized position by total assets

Criticalpoint Capital, LLC 401(k) Plan vs every filed plan by assets

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

$30,144,825 Top 21% higher than 79% 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

Criticalpoint Capital, LLC 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. Criticalpoint Capital, LLC 401(k) Plan sits mid-pack in the medium band (402 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Criticalpoint Capital, LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Criticalpoint Capital, LLC 401(k) Plan reported participants fell from 917 in the plan year 2022 filing to 402 in the plan year 2023 filing.
  • Criticalpoint Capital, LLC 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 455416532 · Criticalpoint Partners, LLC PY 2023 · 401(k)

Criticalpoint Capital, LLC 401(k) Plan · $30M · 402 · 79th

  • SCH $30M
  • SCH 402
  • SCH 79th
  • SCH 401(k)
  • SCH near Quorum Health Resources Retirement Savings Plan
  • SCH ind #7383

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 Retail Trade retirement plans → · Plans in California →

Criticalpoint Capital, LLC 401(k) Plan in the asset neighbourhood

Connecticut Mutual Holding Company 401(k) Profit Sharing PlanConnecticut Mutual Holding C…$30MOmeros Corporation Retirement PlanOmeros Corporation Retiremen…$30MCriticalpoint Capital, LLC 401(k) PlanCriticalpoint Capital, LLC 4…$30MQuorum Health Resources Retirement Savings PlanQuorum Health Resources Reti…$30MTouchstone Communities 401(k) PlanTouchstone Communities 401(k…$30M
End-of-year total assets ($M) among Criticalpoint Capital, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN455416532
Plan Effective Date2017-03-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Criticalpoint Partners, LLC)

Sponsor-wide plan assets over time

All Criticalpoint Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 3.620191678403218% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.3M $25.2M ▲ +3.6%
Year Plans Participants Total Assets
2022 1 917 $24M
2023 1 402 $30M
2024 1 398 $25M

Nearby 401(k) Plans in California

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

Criticalpoint Capital, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Criticalpoint Capital, LLC 401(k) Plan, Total assets ($B): 0.030144825 · Participants: 402Criticalpoint Capital, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Criticalpoint Capital, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Criticalpoint Capital, LLC 401(k) Plan side-by-side with 3 peers →

Criticalpoint Capital, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Quorum Health Resources Retirement Savings Plan in TN ($30M); by covered participants it is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (402 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 Criticalpoint Capital, LLC 401(k) Plan assets move in 2023? ▼
Criticalpoint Capital, LLC 401(k) Plan grew sharply - up 24.0% during 2023, from $24M to $30M. Reported net income was $6M.
How have Criticalpoint Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Criticalpoint Partners, LLC's sponsor-wide assets grew 3.6%, from $24M to $25M.
Where does Criticalpoint Capital, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Criticalpoint Capital, LLC 401(k) Plan ranks in the 79th 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 Criticalpoint Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quorum Health Resources Retirement Savings Plan in TN ($30M, 534 participants).
Which 401(k) plans cover a similar participant headcount to Criticalpoint Capital, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sevenson Environmental Services, Inc. 401(k) Profit Sharing Plan in NY (402 participants, $105M 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 455416532.

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.