401(k) · DOL Form 5500 · 2024

Rockpoint Management, LLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
201
Participants Below avg headcount
86th
Percentile by assets National rank
$302,399
Avg per participant High balance/head
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Official DOL plan name: Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Rockpoint Management, LLC · Texas · Real Estate

$61M in assets, 201 participants

Rockpoint Management, LLC's Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust reported $61M in total assets and 201 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,354 in Real Estate (4,605 peers)

Coverage in Texas

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust covers 201 participants in Texas, about 29% of the average Texas filer (state average ~688 per filing). Assets: $61M.

#4,354
in Real Estate (4,605 peers)
+22.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$60,782,213 Top 14% higher than 86% 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

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust 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. Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $50M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust reported net income fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 161680492 · Rockpoint Management, LLC PY 2024 · 401(k)

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust · $61M · 201 · 86th

  • IND $61M
  • EOY 201
  • 5500 86th
  • ASSETS 401(k)
  • PCT near People, Inc. 401(k) Profit Sharing Plan
  • EIN ind #4354

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 Real Estate retirement plans → · Plans in Texas →

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Hughston Healthcare 401(k) PlanHughston Healthcare 401(k) P…$61MRockpoint Group, LLC 401(k) Profit Sharing Plan and TrustRockpoint Group, LLC 401(k) …$61MPeople, Inc. 401(k) Profit Sharing PlanPeople, Inc. 401(k) Profit S…$61MOverdrive, Inc. 401(k) Retirement PlanOverdrive, Inc. 401(k) Retir…$61MMill Rock Packaging, Inc. Retirement Savings PlanMill Rock Packaging, Inc. Re…$61M
End-of-year total assets ($M) among Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$61M
Net Income$11M
Employer EIN161680492
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockpoint Management, LLC)

Sponsor-wide plan assets over time

All Rockpoint Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$61M 58.993324302241426% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.2M $60.8M ▲ +59.0%
Year Plans Participants Total Assets
2022 1 179 $38M
2023 1 201 $50M
2024 1 201 $61M

Nearby 401(k) Plans in Texas

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

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.060782213 · Participants: 201Rockpoint Group, LLC 401(k) Profit Sharing Plan and TrustAT&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
Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is People, Inc. 401(k) Profit Sharing Plan in NY ($61M); by covered participants it is Osi Digital, Inc. 401(k) Plan in CA (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 22.4% during 2024, from $50M to $61M. Reported net income was $11M.
How have Rockpoint Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockpoint Management, LLC's sponsor-wide assets grew 59.0%, from $38M to $61M.
Where does Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is People, Inc. 401(k) Profit Sharing Plan in NY ($61M, 3,627 participants).
Which 401(k) plans cover a similar participant headcount to Rockpoint Group, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Osi Digital, Inc. 401(k) Plan in CA (201 participants, $21M 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 161680492.

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.