401(k) · DOL Form 5500 · 2024

Rockport Administrative Services, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
7,148
Participants Above avg headcount
68th
Percentile by assets National rank
$2,444
Avg per participant Low balance/head
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Official DOL plan name: Rockport Clients 401(k) Plan and Trust · Sponsored by Rockport Administrative Services, LLC · California · Healthcare & Social Assistance

$17M in assets, 7,148 participants

Rockport Administrative Services, LLC's Rockport Clients 401(k) Plan and Trust reported $17M in total assets and 7,148 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,253 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Rockport Clients 401(k) Plan and Trust covers 7,148 participants in California, 11x the typical California plan (state average ~630 per filing). Assets: $17M.

#12,253
in Healthcare & Social Assistance (16,916 peers)
+20.2%
assets growth YoY

Rockport Clients 401(k) Plan and Trust's outsized position by total assets

Rockport Clients 401(k) Plan and Trust vs every filed plan by assets

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

$17,469,783 Top 32% higher than 68% 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

Rockport Clients 401(k) Plan and Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockport Clients 401(k) Plan and Trust lands in the large band (7,148 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rockport Clients 401(k) Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Rockport Clients 401(k) Plan and Trust end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Rockport Clients 401(k) Plan and Trust reported participants fell from 7,656 in the plan year 2023 filing to 7,148 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 272831270 · Rockport Administrative Services, LLC PY 2024 · 401(k)

Rockport Clients 401(k) Plan and Trust · $17M · 7,148 · 68th

  • RANK $17M
  • RANK 7,148
  • RANK 68th
  • RANK 401(k)
  • RANK near Environmental Safety and Healt 401(k) Profit Sharing Plan & Trust
  • RANK ind #12253

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Rockport Clients 401(k) Plan and Trust in the asset neighbourhood

Rockport Clients 401(k) Plan and TrustRockport Clients 401(k) Plan…$17MEnvironmental Safety and Healt 401(k) Profit Sharing Plan & TrustEnvironmental Safety and Hea…$17MTotal Fire Protection, Inc. 401(k) Retirement PlanTotal Fire Protection, Inc. …$17MLavitt Group, Inc. 401(k) PlanLavitt Group, Inc. 401(k) Pl…$17MBluedog Design Retirement PlanBluedog Design Retirement Pl…$17M
End-of-year total assets ($M) among Rockport Clients 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN272831270
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockport Administrative Services, LLC)

Sponsor-wide plan assets over time

All Rockport Administrative Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 49.53572361736454% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $16.5M $24.6M ▲ +49.5%
Year Plans Participants Total Assets
2022 2 6,602 $16M
2023 3 14,421 $31M
2024 2 7,388 $25M

Nearby 401(k) Plans in California

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

Rockport Clients 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants Rockport Clients 401(k) Plan and Trust, Total assets ($B): 0.017469783 · Participants: 7148Rockport Clients 401(k) Plan and TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Rockport Clients 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Rockport Clients 401(k) Plan and Trust side-by-side with 3 peers →

Rockport Clients 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Environmental Safety and Healt 401(k) Profit Sharing Plan & Trust in LA ($17M); by covered participants it is American International Group, Inc. Incentive Savings Plan in NY (7,147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7,148 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 Rockport Clients 401(k) Plan and Trust assets move in 2024? ▼
Rockport Clients 401(k) Plan and Trust grew sharply - up 20.2% during 2024, from $15M to $17M. Reported net income was $3M.
How have Rockport Administrative Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockport Administrative Services, LLC's sponsor-wide assets grew 49.5%, from $16M to $25M.
Which 401(k) plans are similar in size to Rockport Clients 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Environmental Safety and Healt 401(k) Profit Sharing Plan & Trust in LA ($17M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Rockport Clients 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is American International Group, Inc. Incentive Savings Plan in NY (7,147 participants, $4.5B 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 272831270.

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.