ESOP · DOL Form 5500 · 2024

Rpoa Advisors ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
99
Participants Small participant base
73rd
Percentile by assets National rank
$234,611
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Planners of America Employee Stock Ownership Plan · Sponsored by Rpoa Advisors · Texas · Finance & Insurance

$23M in assets, 99 participants

Rpoa Advisors's Retirement Planners of America Employee Stock Ownership Plan reported $23M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,050 in Finance & Insurance (8,549 peers)

Rpoa Advisors multi-year trail

Rpoa Advisors's plans moved +71.3% in assets from 2023 to 2024; this filing shows Retirement Planners of America Employee Stock Ownership Plan at $23M / 99 participants.

#5,050
in Finance & Insurance (8,549 peers)
+12.2%
assets growth YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Planners of America Employee Stock Ownership Plan's outsized position by total assets

Retirement Planners of America Employee Stock Ownership Plan vs every filed plan by assets

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

$23,226,500 Top 27% higher than 73% 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

Retirement Planners of America Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Planners of America Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Planners of America Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Retirement Planners of America Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Retirement Planners of America Employee Stock Ownership Plan reported participants rose from 93 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 274062228 · Rpoa Advisors PY 2024 · ESOP

Retirement Planners of America Employee Stock Ownership Plan · $23M · 99 · 73rd

  • EBSA $23M
  • PART 99
  • TYPE 73rd
  • NET ESOP
  • BOOK near Leevers Supermarkets, Inc. Employee Stock Ownership Plan
  • VS-ST ind #5050

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 What is an ESOP? → · Plans in Texas →

Retirement Planners of America Employee Stock Ownership Plan in the asset neighbourhood

Meyer Najem Inc. Employee Stock Ownership PlanMeyer Najem Inc. Employee St…$23MFirst Neighborhood Bancshares, Inc. Employee Stock Ownership PlanFirst Neighborhood Bancshare…$23MRetirement Planners of America Employee Stock Ownership PlanRetirement Planners of Ameri…$23MLeevers Supermarkets, Inc. Employee Stock Ownership PlanLeevers Supermarkets, Inc. E…$23MKaestle Boos Associates, Inc. Employee Stock Ownership PlanKaestle Boos Associates, Inc…$23M
End-of-year total assets ($M) among Retirement Planners of America Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Rpoa Advisors multi-year asset trail

Sponsor-wide plan assets over time

All Rpoa Advisors 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

Rpoa Advisors filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN274062228
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

Peer ESOP plans, same state, same plan type, ranked by total assets.

Retirement Planners of America Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Retirement Planners of America Employee Stock Ownership Plan, Total assets ($B): 0.0232265 · Participants: 99Retirement Planners of America Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Retirement Planners of America Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Retirement Planners of America Employee Stock Ownership Plan side-by-side with 3 peers →

Retirement Planners of America Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Leevers Supermarkets, Inc. Employee Stock Ownership Plan in CO ($23M); by covered participants it is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (99 participants). Same-state nearby plans are listed separately above.

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 Retirement Planners of America Employee Stock Ownership Plan assets move in 2024? ▼
Retirement Planners of America Employee Stock Ownership Plan grew at a solid clip - up 12.2% during 2024, from $21M to $23M. Reported net income was -$1M.
How have Rpoa Advisors plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Rpoa Advisors's sponsor-wide assets grew 71.3%, from $21M to $35M.
Which ESOP plans are similar in size to Retirement Planners of America Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Leevers Supermarkets, Inc. Employee Stock Ownership Plan in CO ($23M, 614 participants).
Which ESOP plans cover a similar participant headcount to Retirement Planners of America Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (99 participants, $38M 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.