401(k) · DOL Form 5500 · 2022

The Sphere Institute 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
547
Participants Below avg headcount
87th
Percentile by assets National rank
$83,704
Avg per participant Below avg balance/head
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Official DOL plan name: Sphere Institute/Acumen LLC 401(k) Plan · Sponsored by The Sphere Institute · California · Professional & Technical Services

$46M in assets, 547 participants

The Sphere Institute's Sphere Institute/Acumen LLC 401(k) Plan reported $46M in total assets and 547 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #19,016 in Professional & Technical Services (21,562 peers)

Where Sphere Institute/Acumen LLC 401(k) Plan sits by assets

Sphere Institute/Acumen LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 547 participants (~$83,704/participant), down 11.9% in 2022.

#19,016
in Professional & Technical Services (21,562 peers)
-11.9%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sphere Institute/Acumen LLC 401(k) Plan's outsized position by total assets

Sphere Institute/Acumen LLC 401(k) Plan vs every filed plan by assets

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

$45,786,024 Top 13% higher than 87% 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

Sphere Institute/Acumen LLC 401(k) 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. Sphere Institute/Acumen LLC 401(k) Plan sits mid-pack in the medium band (547 participants).

Form 5500 schedule snapshot

Filing strip 911748201 · The Sphere Institute PY 2022 · 401(k)

Sphere Institute/Acumen LLC 401(k) Plan · $46M · 547 · 87th

  • PHOTO $46M
  • IND 547
  • EOY 87th
  • 5500 401(k)
  • ASSETS near Bright Health Management, Inc. 401(k) Plan
  • PCT ind #19016

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 California →

Sphere Institute/Acumen LLC 401(k) Plan in the asset neighbourhood

Lamtec Corporation 401(k) Profit Sharing PlanLamtec Corporation 401(k) Pr…$46MSphere Institute/Acumen LLC 401(k) PlanSphere Institute/Acumen LLC …$46MBright Health Management, Inc. 401(k) PlanBright Health Management, In…$46MWireco Worldgroup, Inc. 401(k) Savings PlanWireco Worldgroup, Inc. 401(…$46MThe Kenwood Dealer Group Employee Retirement PlanThe Kenwood Dealer Group Emp…$46M
End-of-year total assets ($M) among Sphere Institute/Acumen LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$52M
Net Assets (End of Year)$46M
Net Income-$6M
Employer EIN911748201
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sphere Institute)

Sponsor-wide plan assets over time

All The Sphere Institute plans reported in each filing year

Latest sponsor-wide plan assets
$75M 63.64744621633886% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $45.8M $74.9M ▲ +63.6%
Year Plans Participants Total Assets
2022 1 547 $46M
2023 1 618 $60M
2024 1 752 $75M

Nearby 401(k) Plans in California

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

Sphere Institute/Acumen LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sphere Institute/Acumen LLC 401(k) Plan, Total assets ($B): 0.045786024 · Participants: 547Sphere Institute/Acumen LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Sphere Institute/Acumen LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sphere Institute/Acumen LLC 401(k) Plan side-by-side with 3 peers →

Sphere Institute/Acumen LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bright Health Management, Inc. 401(k) Plan in MN ($46M); by covered participants it is Liquidity Services, Inc. 401(k) Profit Sharing Plan in MD (547 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (547 participants); asset peers above are excluded.

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 Sphere Institute/Acumen LLC 401(k) Plan assets move in 2022? ▼
Sphere Institute/Acumen LLC 401(k) Plan pulled back noticeably - down 11.9% during 2022, from $52M to $46M. Reported net income was -$6M.
How have The Sphere Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sphere Institute's sponsor-wide assets grew 63.6%, from $46M to $75M.
Where does Sphere Institute/Acumen LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Sphere Institute/Acumen LLC 401(k) Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Sphere Institute/Acumen LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bright Health Management, Inc. 401(k) Plan in MN ($46M, 1,327 participants).
Which 401(k) plans cover a similar participant headcount to Sphere Institute/Acumen LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Liquidity Services, Inc. 401(k) Profit Sharing Plan in MD (547 participants, $50M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911748201.

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.