401(k) · DOL Form 5500 · 2022

Ak Financial Group 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$569,300
Avg per participant High balance/head
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Official DOL plan name: Ak Financial Group 401(k) Profit Sharing Plan · Sponsored by Ak Financial Group · California · Finance & Insurance

$2M in assets, 3 participants

Ak Financial Group's Ak Financial Group 401(k) Profit Sharing Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,958 in Finance & Insurance (9,261 peers)

Ak Financial Group multi-year trail

Ak Financial Group's plans moved +17.7% in assets from 2022 to 2023; this filing shows Ak Financial Group 401(k) Profit Sharing Plan at $2M / 3 participants.

#1,958
in Finance & Insurance (9,261 peers)
-19.8%
assets change YoY

The plan reported a net loss of $422K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ak Financial Group 401(k) Profit Sharing Plan among the smaller filed plans by assets

Ak Financial Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,707,901 31st percentile higher than 31% 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

Ak Financial Group 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ak Financial Group 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

DOL schedule card

Filing strip 330017000 · Ak Financial Group PY 2022 · 401(k)

Ak Financial Group 401(k) Profit Sharing Plan · $2M · 3 · 31st

  • SCH $2M
  • SCH 3
  • SCH 31st
  • SCH 401(k)
  • SCH near Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust
  • SCH ind #1958

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 Finance & Insurance retirement plans → · Plans in California →

Ak Financial Group 401(k) Profit Sharing Plan in the asset neighbourhood

Ak Financial Group 401(k) Profit Sharing PlanAk Financial Group 401(k) Pr…$2MSheridan Asset Management LLC 401(k) Profit Sharing Plan & TrustSheridan Asset Management LL…$2MSun Terminals Inc 401(k) Plan$2MEventide 401(k) Plan and TrustEventide 401(k) Plan and Tru…$2MFreshline & Wuhl 401(k) Plan$2M
End-of-year total assets ($M) among Ak Financial Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ak Financial Group multi-year asset trail

Sponsor-wide plan assets over time

All Ak Financial Group plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.70055758501225% vs 2022
2023 filing year
$1.6M$1.7M$1.8M$1.9M$2M$2.1M 20222023 $1.71M $2.01M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $2M

Ak Financial Group filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$422K
Employer EIN330017000
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ak Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ak Financial Group 401(k) Profit Sharing Plan, Total assets ($B): 0.001707901 · Participants: 3Ak Financial Group 401(k) Profit Sharing 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
Ak Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ak Financial Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ak Financial Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust in NY ($2M); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Ak Financial Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Ak Financial Group 401(k) Profit Sharing Plan declined sharply - down 19.8% during 2022, from $2M to $2M. Reported net income was -$422K.
How have Ak Financial Group plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ak Financial Group's sponsor-wide assets grew 17.7%, from $2M to $2M.
Which 401(k) plans are similar in size to Ak Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sheridan Asset Management LLC 401(k) Profit Sharing Plan & Trust in NY ($2M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Ak Financial Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants, N/A 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 330017000.

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.