401(k) · DOL Form 5500 · 2024

Rpoa Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
119
Participants Small participant base
60th
Percentile by assets National rank
$102,735
Avg per participant Below avg balance/head
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Official DOL plan name: Rpoa Advisors, Inc. 401(k) P/S Plan · Sponsored by Rpoa Advisors, Inc. · Texas · Finance & Insurance

$12M in assets, 119 participants

Rpoa Advisors, Inc.'s Rpoa Advisors, Inc. 401(k) P/S Plan reported $12M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,762 in Finance & Insurance (8,549 peers)

Coverage in Texas

Rpoa Advisors, Inc. 401(k) P/S Plan covers 119 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#3,762
in Finance & Insurance (8,549 peers)
+31.5%
assets growth YoY

Rpoa Advisors, Inc. 401(k) P/S Plan's mid-pack asset rank among Finance & Insurance and all filers

Rpoa Advisors, Inc. 401(k) P/S Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$12,225,484 Top 40% higher than 60% of 123,620 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 2024

Rpoa Advisors, Inc. 401(k) P/S Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rpoa Advisors, Inc. 401(k) P/S Plan sits mid-pack in the medium band (119 participants).

Published 5500 schedule card

Filing strip 274062228 · Rpoa Advisors, Inc. PY 2024 · 401(k)

Rpoa Advisors, Inc. 401(k) P/S Plan · $12M · 119 · 60th

  • ASSETS $12M
  • PCT 119
  • EIN 60th
  • RANK 401(k)
  • PHOTO near Strategic Placement Services, Inc. 401(k) Plan
  • IND ind #3762

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 →

Rpoa Advisors, Inc. 401(k) P/S Plan in the asset neighbourhood

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End-of-year total assets ($M) among Rpoa Advisors, Inc. 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$3M
Employer EIN274062228
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rpoa Advisors, Inc.)

Sponsor-wide plan assets over time

All Rpoa Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 71.31610764524811% vs 2023
2024 filing year
$15M$20M$25M$30M$35M$40M 20232024 $20.7M $35.5M ▲ +71.3%
Year Plans Participants Total Assets
2023 1 93 $21M
2024 2 218 $35M

Nearby 401(k) Plans in Texas

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

Rpoa Advisors, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rpoa Advisors, Inc. 401(k) P/S Plan, Total assets ($B): 0.012225484 · Participants: 119Rpoa Advisors, Inc. 401(k) P/S PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Rpoa Advisors, Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rpoa Advisors, Inc. 401(k) P/S Plan side-by-side with 3 peers →

Rpoa Advisors, Inc. 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Strategic Placement Services, Inc. 401(k) Plan in MA ($12M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rpoa Advisors, Inc. 401(k) P/S Plan assets move in 2024? ▼
Rpoa Advisors, Inc. 401(k) P/S Plan surged - up 31.5% during 2024, from $9M to $12M. Reported net income was $3M.
How have Rpoa Advisors, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Rpoa Advisors, Inc.'s sponsor-wide assets grew 71.3%, from $21M to $35M.
Which 401(k) plans are similar in size to Rpoa Advisors, Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Strategic Placement Services, Inc. 401(k) Plan in MA ($12M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Rpoa Advisors, Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 274062228.

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.