401(k) · DOL Form 5500 · 2022
Abacus Wealth Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $165,839
- Avg per participant Above avg balance/head
Official DOL plan name: Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Abacus Wealth Partners, LLC · California · Finance & Insurance
$13M in assets, 80 participants
Abacus Wealth Partners, LLC's Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan reported $13M in total assets and 80 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.
- #5,048 in Finance & Insurance (9,261 peers)
Abacus Wealth Partners, LLC multi-year trail
Abacus Wealth Partners, LLC's plans moved +16.9% in assets from 2022 to 2024; this filing shows Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan at $13M / 80 participants.
- #5,048
- in Finance & Insurance (9,261 peers)
- -21.8%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,267,137 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Abacus Wealth Partners, LLC 401(k) Profit Sharing 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. Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan is a small filing (80 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 651193184 · Abacus Wealth Partners, LLC PY 2022 · 401(k)
Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan · $13M · 80 · 70th
- ASSETS $13M
- PCT 80
- EIN 70th
- RANK 401(k)
- PHOTO near Ifco Systems US 401(k) Plan
- IND ind #5048
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 →
Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Abacus Wealth Partners, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Abacus Wealth Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 16.896132149686853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $13M |
| 2023 | 1 | 75 | $16M |
| 2024 | 1 | 78 | $16M |
Abacus Wealth Partners, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$4M |
| Employer EIN | 651193184 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Abacus Wealth Partners, LLC 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 Ifco Systems US 401(k) Plan in FL ($13M); by covered participants it is Cea Technologies, Inc. 401(k) Retirement Plan in NY (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 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.