Plan5500

Rockpoint Group, LLC 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Rockpoint Management, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rockpoint Group, LLC 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Rockpoint Management, LLC under EIN 16-1680492 and plan number 001. The latest loaded filing year is 2023. The filing reports 265 participants and $49,675,343 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$49.7MPlan net assets, end of year$49,675,343
Participants265Covered participants reported
Assets / participant$187.5KComputed: assets ÷ participants$187,454 (computed)
Provider compensation$7.3K2 Schedule C provider row(s)$7,301
Plan sponsor
Rockpoint Management, LLC
EIN
16-1680492
Plan number
001
Plan type
2
Location
Dallas, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    265 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$49.7M total assets
Net assets$49.7MLiabilities—
Money in vs. money out
Total income / additions$12.7M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$2.2M
Participant$3M
Full reported line items

Net assets

Total assets (EOY)
$49,675,343
Net assets (EOY)
$49,675,343
Net assets (BOY)
$38,229,412

Income & contributions

Employer contributions
$2,155,310
Participant contributions
$2,958,933
Total contributions
$5,293,649
Total income / additions
$12,661,253

Expenses & distributions

Benefits paid
$1,208,021
Administrative expenses
$7,301
Total expenses
$1,215,322
Net increase / (decrease)
$11,445,931
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 42%Participant 58%
Total expenses ÷ net assets2%Computed ratio
Benefits paid ÷ total income10%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Schwab Retirement Plan Services,Inc$7.3K
    NONE · Direct $7.3K
  2. 2
    Charles Schwab & Co., Inc.$0
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Rockpoint Group, LLC 401(K) Profit Sharing Plan And Trust?
Rockpoint Group, LLC 401(K) Profit Sharing Plan And Trust is reported as sponsored by Rockpoint Management, LLC (EIN 16-1680492, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Rockpoint Group, LLC 401(K) Profit Sharing Plan And Trust?
The latest Form 5500 filing year loaded for Rockpoint Group, LLC 401(K) Profit Sharing Plan And Trust is 2023.
How many participants does Rockpoint Group, LLC 401(K) Profit Sharing Plan And Trust report?
Rockpoint Group, LLC 401(K) Profit Sharing Plan And Trust reports 265 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Rockpoint Group, LLC 401(K) Profit Sharing Plan And Trust?
Rockpoint Group, LLC 401(K) Profit Sharing Plan And Trust reports $49,675,343 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages