401(k) · DOL Form 5500 · 2024

Point B, Inc. 401(k) Plan

Data updated 2026-08-25

$152M
Total assets Near avg plan size
671
Participants Below avg headcount
93rd
Percentile by assets National rank
$226,810
Avg per participant Above avg balance/head
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Official DOL plan name: Point B, Inc.& Affiliated Employers 401(k) Plan · Sponsored by Point B, Inc. · Washington · Professional & Technical Services

$152M in assets, 671 participants

Point B, Inc.'s Point B, Inc.& Affiliated Employers 401(k) Plan reported $152M in total assets and 671 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #19,000 in Professional & Technical Services (20,173 peers)

Coverage in Washington

Point B, Inc.& Affiliated Employers 401(k) Plan covers 671 participants in Washington, about 45% of the average Washington filer (state average ~1,476 per filing). Assets: $152M.

#19,000
in Professional & Technical Services (20,173 peers)
+2.0%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Point B, Inc.& Affiliated Employers 401(k) Plan's outsized position by total assets

Point B, Inc.& Affiliated Employers 401(k) Plan vs every filed plan by assets

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

$152,189,179 Top 7% higher than 93% 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

Point B, Inc.& Affiliated Employers 401(k) 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. Point B, Inc.& Affiliated Employers 401(k) Plan sits mid-pack in the medium band (671 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Point B, Inc.& Affiliated Employers 401(k) Plan reported net income fell from $21M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Point B, Inc.& Affiliated Employers 401(k) Plan reported participants fell from 967 in the plan year 2023 filing to 671 in the plan year 2024 filing.
  • Point B, Inc.& Affiliated Employers 401(k) Plan end-of-year assets rose from $149M in the plan year 2023 filing to $152M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 263473011 · Point B, Inc. PY 2024 · 401(k)

Point B, Inc.& Affiliated Employers 401(k) Plan · $152M · 671 · 93rd

  • EIN $152M
  • EIN 671
  • EIN 93rd
  • EIN 401(k)
  • EIN near Finance of America Companies 401(k) Plan
  • EIN ind #19000

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 Washington →

Point B, Inc.& Affiliated Employers 401(k) Plan in the asset neighbourhood

Point B, Inc.& Affiliated Employers 401(k) PlanPoint B, Inc.& Affiliated Em…$152MFinance of America Companies 401(k) PlanFinance of America Companies…$152MCorbion America Holdings, Inc. Retirement Savings PlanCorbion America Holdings, In…$152MBpm Profit Sharing 401(k) PlanBpm Profit Sharing 401(k) Pl…$152MNutter, Mcclennen & Fish, LLP 401(k) Savings and Profit Sharing PlanNutter, Mcclennen & Fish, LL…$152M
End-of-year total assets ($M) among Point B, Inc.& Affiliated Employers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$149M
Net Assets (End of Year)$152M
Net Income$3M
Employer EIN263473011
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Point B, Inc.)

Sponsor-wide plan assets over time

All Point B, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$185M 31.80839880440356% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $271M $185M ▼ -31.8%
Year Plans Participants Total Assets
2022 2 1,558 $271M
2023 2 1,807 $212M
2024 2 1,315 $185M

Nearby 401(k) Plans in Washington

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

Point B, Inc.& Affiliated Employers 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Point B, Inc.& Affiliated Employers 401(k) Plan, Total assets ($B): 0.152189179 · Participants: 671Point B, Inc.& Affiliated Employers 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Point B, Inc.& Affiliated Employers 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Point B, Inc.& Affiliated Employers 401(k) Plan side-by-side with 3 peers →

Point B, Inc.& Affiliated Employers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Finance of America Companies 401(k) Plan in TX ($152M); by covered participants it is Salud Family Health Employee Contribution 403(b) Plan in CO (671 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (671 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 Point B, Inc.& Affiliated Employers 401(k) Plan assets move in 2024? ▼
Point B, Inc.& Affiliated Employers 401(k) Plan edged up modestly - up 2.0% during 2024, from $149M to $152M. Reported net income was $3M.
How have Point B, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Point B, Inc.'s sponsor-wide assets declined 31.8%, from $271M to $185M.
Where does Point B, Inc.& Affiliated Employers 401(k) Plan rank by assets among Form 5500 filers? ▼
Point B, Inc.& Affiliated Employers 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Point B, Inc.& Affiliated Employers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Finance of America Companies 401(k) Plan in TX ($152M, 939 participants).
Which 401(k) plans cover a similar participant headcount to Point B, Inc.& Affiliated Employers 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Salud Family Health Employee Contribution 403(b) Plan in CO (671 participants, $28M 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 263473011.

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.