Other · DOL Form 5500 · 2022

Acord, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
88
Participants Small participant base
45th
Percentile by assets National rank
$43,718
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Acord, Inc. 403(b) Retirement Plan · Sponsored by Acord, Inc. · Connecticut · Healthcare & Social Assistance

$4M in assets, 88 participants

Acord, Inc.'s Acord, Inc. 403(b) Retirement Plan reported $4M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.

  • #10,040 in Healthcare & Social Assistance (20,060 peers)

What the 2022 filing shows

Acord, Inc. 403(b) Retirement Plan holds $4M for 88 participants - about $43,718 per participant, in the lower half of filed plans by assets.

#10,040
in Healthcare & Social Assistance (20,060 peers)
-7.4%
assets change YoY

The plan reported a net loss of $310K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Acord, Inc. 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Acord, Inc. 403(b) Retirement Plan vs every filed plan by assets

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

$3,847,165 45th percentile higher than 45% 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

Acord, Inc. 403(b) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Acord, Inc. 403(b) Retirement Plan is a small filing (88 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 061157007 · Acord, Inc. PY 2022 · Other

Acord, Inc. 403(b) Retirement Plan · $4M · 88 · 45th

  • BOOK $4M
  • BOOK 88
  • BOOK 45th
  • BOOK Other
  • BOOK near Employee Benefit Plan of Richcroft, Inc.
  • BOOK ind #10040

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Acord, Inc. 403(b) Retirement Plan in the asset neighbourhood

Acord, Inc. 403(b) Retirement PlanAcord, Inc. 403(b) Retiremen…$4MEmployee Benefit Plan of Richcroft, Inc.Employee Benefit Plan of Ric…$4M403(b) Plan of Tasks Unlimited, Inc.403(b) Plan of Tasks Unlimit…$4MHospice of Southern Illinois, Inc. 403(b) PlanHospice of Southern Illinois…$4MJewish Community Board of Akron, Inc. 403(b) PlanJewish Community Board of Ak…$4M
End-of-year total assets ($M) among Acord, Inc. 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$310K
Employer EIN061157007
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Connecticut

Peer Other plans, same state, same plan type, ranked by total assets.

Acord, Inc. 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Acord, Inc. 403(b) Retirement Plan, Total assets ($B): 0.003847165 · Participants: 88Acord, Inc. 403(b) Retirement PlanYale University Retirement Account Plan, Total assets ($B): 6.417767985 · Participants: 11281Yale University Retirement Account PlanYale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity Plan, Total assets ($B): 1.661530293 · Participants: 22661Yale-New Haven Hospital and Tax Exempt Affiliates Tax Sheltered Annuity PlanYale University Tax-Deferred 403(b) Savings Plan, Total assets ($B): 0.785386382 · Participants: 16785Yale University Tax-Deferred 403(b) Savings PlanNuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan), Total assets ($B): 0.653531352 · Participants: 2301Nuvance Health 403(b) Plan (F/K/a Health Quest Systems, Inc. Tax Deferred Annuity Plan)Hartford Healthcare 403(b)Plan, Total assets ($B): 0.609896794 · Participants: 5141Hartford Healthcare 403(b)Plan
Acord, Inc. 403(b) Retirement Plan vs. nearby Other plans in Connecticut, assets vs. participants
Compare Acord, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Acord, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Connecticut, the nearest Other by assets is Employee Benefit Plan of Richcroft, Inc. in MD ($4M); by covered participants it is Oregon Coast Aquarium Retirement Plan in OR (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Acord, Inc. 403(b) Retirement Plan assets move in 2022? ▼
Acord, Inc. 403(b) Retirement Plan pulled back noticeably - down 7.4% during 2022, from $4M to $4M. Reported net income was -$310K.
Which Other plans are similar in size to Acord, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Employee Benefit Plan of Richcroft, Inc. in MD ($4M, 180 participants).
Which Other plans cover a similar participant headcount to Acord, Inc. 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Oregon Coast Aquarium Retirement Plan in OR (88 participants, $3M 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 061157007.

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.