ROCKPOINT REAL ESTATE
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #2803 of mapped providers
Assets under administration$19.1B0.0%Market share · rank #990
Fees received$662,571Median $96,609/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical ROCKPOINT REAL ESTATE plan look like?
Service mix · median fees per plan
Count of plans where ROCKPOINT REAL ESTATE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 4 | $96,609 |
Competitor overlap
Percent of ROCKPOINT REAL ESTATE's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under ROCKPOINT REAL ESTATE.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | WALTER SCOTT & PARTNERS LIMITED | $5.2B |
Plans lost in 2024
Appeared last year under ROCKPOINT REAL ESTATE; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | BUCKINGHAM STRATEGIC PARTNERS | $2.7B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | $6.5B | 199,927 | $101,347 | 2y | - |
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946277608-001 | $5.5B | 44,826 | $3,801 | 2y | - |
UNITED STATES STEEL CORPORATION AND AFFILIATED COS.PA · 251897152-001 | $4.3B | 23,108 | $91,871 | 10y | - |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | $2.9B | 45,702 | $465,552 | 10y | - |
Flag exposure
100.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (9)
Raw Schedule C names collapsed into ROCKPOINT REAL ESTATE.
- ROCKPOINT REAL ESTATE
- ROCKPOINT REAL ESTATE FUND
- ROCKPOINT REAL ESTATE FUND V
- ROCKPOINT REAL ESTATE FUND V GP LLC
- ROCKPOINT REAL ESTATE FUND V GP, L.
- ROCKPOINT REAL ESTATE FUND V LP
- ROCKPOINT REAL ESTATE FUND V, GP, L
- ROCKPOINT REAL ESTATE FUND V, L.P.
- ROCKPOINT REAL ESTATE FUND V, LP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for ROCKPOINT REAL ESTATE's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with ROCKPOINT REAL ESTATE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent