401(k) · DOL Form 5500 · 2022

Acolad, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
117
Participants Small participant base
70th
Percentile by assets National rank
$110,861
Avg per participant Below avg balance/head
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Official DOL plan name: Acolad Retirement Savings Plan · Sponsored by Acolad, Inc. · Wisconsin · Professional & Technical Services

$13M in assets, 117 participants

Acolad, Inc.'s Acolad Retirement Savings Plan reported $13M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,944 in Professional & Technical Services (21,562 peers)

Coverage in Wisconsin

Acolad Retirement Savings Plan covers 117 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#14,944
in Professional & Technical Services (21,562 peers)
-14.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Acolad Retirement Savings Plan's outsized position by total assets

Acolad Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,970,727 Top 30% higher than 70% of 139,123 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 2022

Acolad Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Acolad Retirement Savings Plan sits mid-pack in the medium band (117 participants).

DOL schedule card

Filing strip 411881957 · Acolad, Inc. PY 2022 · 401(k)

Acolad Retirement Savings Plan · $13M · 117 · 70th

  • BOY $13M
  • BOY 117
  • BOY 70th
  • BOY 401(k)
  • BOY near Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan
  • BOY ind #14944

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 Wisconsin →

Acolad Retirement Savings Plan in the asset neighbourhood

Acolad Retirement Savings PlanAcolad Retirement Savings Pl…$13MFazoli's Restaurant Group, Inc. 401(k) Retirement Savings PlanFazoli's Restaurant Group, I…$13MGreater Richmond Business, Inc. Cash or Deferral Profit Sharing PlanGreater Richmond Business, I…$13MNewspaper Association of America 401(k) PlanNewspaper Association of Ame…$13MKorum Automotive Group, Inc. Salary Deferral 401(k) PlanKorum Automotive Group, Inc.…$13M
End-of-year total assets ($M) among Acolad Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN411881957
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Acolad, Inc.)

Sponsor-wide plan assets over time

All Acolad, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 9.962201810276325% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $13M $14.3M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 117 $13M
2023 1 142 $12M
2024 1 128 $14M

Nearby 401(k) Plans in Wisconsin

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

Acolad Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Acolad Retirement Savings Plan, Total assets ($B): 0.012970727 · Participants: 117Acolad Retirement Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Acolad Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Acolad Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan in KY ($13M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Acolad Retirement Savings Plan assets move in 2022?
Acolad Retirement Savings Plan pulled back noticeably - down 14.2% during 2022, from $15M to $13M. Reported net income was -$3M.
How have Acolad, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Acolad, Inc.'s sponsor-wide assets grew 10.0%, from $13M to $14M.
Which 401(k) plans are similar in size to Acolad Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Fazoli's Restaurant Group, Inc. 401(k) Retirement Savings Plan in KY ($13M, 408 participants).
Which 401(k) plans cover a similar participant headcount to Acolad Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants, N/A in assets).