401(k) · DOL Form 5500 · 2024

Peak Rock Capital LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
62
Participants Small participant base
59th
Percentile by assets National rank
$184,778
Avg per participant Above avg balance/head
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Official DOL plan name: Peak Rock Capital 401(k) Plan · Sponsored by Peak Rock Capital LLC · Texas · Professional & Technical Services

$11M in assets, 62 participants

Peak Rock Capital LLC's Peak Rock Capital 401(k) Plan reported $11M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,529 in Professional & Technical Services (20,173 peers)

Peak Rock Capital LLC multi-year trail

Peak Rock Capital LLC's plans moved +89.6% in assets from 2022 to 2024; this filing shows Peak Rock Capital 401(k) Plan at $11M / 62 participants.

#11,529
in Professional & Technical Services (20,173 peers)
+40.2%
assets growth YoY

Peak Rock Capital 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Peak Rock Capital 401(k) Plan vs every filed plan by assets

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

$11,456,253 Top 41% higher than 59% 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

Peak Rock Capital 401(k) 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. Peak Rock Capital 401(k) Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Peak Rock Capital 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Peak Rock Capital 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Peak Rock Capital 401(k) Plan reported participants rose from 54 in the plan year 2023 filing to 62 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 455458021 · Peak Rock Capital LLC PY 2024 · 401(k)

Peak Rock Capital 401(k) Plan · $11M · 62 · 59th

  • VS-ST $11M
  • VS-ST 62
  • VS-ST 59th
  • VS-ST 401(k)
  • VS-ST near American Security Products Company 401(k) Plan
  • VS-ST ind #11529

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 Professional & Technical Services retirement plans → · Plans in Texas →

Peak Rock Capital 401(k) Plan in the asset neighbourhood

Peak Rock Capital 401(k) Plan$11MAmerican Security Products Company 401(k) PlanAmerican Security Products C…$11MSwanson Rink, Inc. 401(k) Plan and TrustSwanson Rink, Inc. 401(k) Pl…$11MThe Premier Collection, LLC 401(k) PlanThe Premier Collection, LLC …$11MGpmf Holdings 401(k)$11M
End-of-year total assets ($M) among Peak Rock Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Peak Rock Capital LLC multi-year asset trail

Sponsor-wide plan assets over time

All Peak Rock Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 89.61573868562253% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.04M $11.5M ▲ +89.7%
Year Plans Participants Total Assets
2022 1 50 $6M
2023 1 54 $8M
2024 1 62 $11M

Peak Rock Capital LLC filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$3M
Employer EIN455458021
Plan Effective Date2013-09-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Peak Rock Capital 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Peak Rock Capital 401(k) Plan, Total assets ($B): 0.011456253 · Participants: 62Peak Rock Capital 401(k) 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
Peak Rock Capital 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Outside Texas, the nearest 401(k) by assets is American Security Products Company 401(k) Plan in CA ($11M); by covered participants it is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (62 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 Peak Rock Capital 401(k) Plan assets move in 2024?
Peak Rock Capital 401(k) Plan surged - up 40.2% during 2024, from $8M to $11M. Reported net income was $3M.
How have Peak Rock Capital LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Peak Rock Capital LLC's sponsor-wide assets grew 89.6%, from $6M to $11M.
Which 401(k) plans are similar in size to Peak Rock Capital 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is American Security Products Company 401(k) Plan in CA ($11M, 194 participants).
Which 401(k) plans cover a similar participant headcount to Peak Rock Capital 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Socal Auto & Truck Parts, Inc. 401(k) Plan in CA (62 participants, $2M in assets).