401(k) · DOL Form 5500 · 2022

Abbott Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
54
Participants Small participant base
84th
Percentile by assets National rank
$624,981
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust · Sponsored by Abbott Capital Management, LLC · New York · Finance & Insurance

$34M in assets, 54 participants

Abbott Capital Management, LLC's Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust reported $34M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,887 in Finance & Insurance (9,261 peers)

Where Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust sits by assets

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $34M for 54 participants (~$624,981/participant), down 18.6% in 2022.

#6,887
in Finance & Insurance (9,261 peers)
-18.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust's outsized position by total assets

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust vs every filed plan by assets

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

$33,748,982 Top 16% higher than 84% 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

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust is a small filing (54 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 043376204 · Abbott Capital Management, LLC PY 2022 · 401(k)

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust · $34M · 54 · 84th

  • VS-ST $34M
  • VS-ST 54
  • VS-ST 84th
  • VS-ST 401(k)
  • VS-ST near Gn Audio USA, Inc. Retirement Savings Plan
  • VS-ST ind #6887

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 New York →

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust in the asset neighbourhood

Abbott Capital Management, LLC Employees' Profit Sharing Plan & TrustAbbott Capital Management, L…$34MGn Audio USA, Inc. Retirement Savings PlanGn Audio USA, Inc. Retiremen…$34MHarris Farms Savings and Investment PlanHarris Farms Savings and Inv…$34MAstex Pharmaceuticals, Inc. 401(k) Profit Sharing PlanAstex Pharmaceuticals, Inc. …$34MAjs Shared Services, LLC 401(k) PlanAjs Shared Services, LLC 401…$34M
End-of-year total assets ($M) among Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$34M
Net Income-$8M
Employer EIN043376204
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Abbott Capital Management, LLC)

Sponsor-wide plan assets over time

All Abbott Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$47M 40.48940498412663% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.8M $47.4M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 54 $34M
2023 1 46 $43M
2024 1 55 $47M

Nearby 401(k) Plans in New York

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

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust, Total assets ($B): 0.033748982 · Participants: 54Abbott Capital Management, LLC Employees' Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust side-by-side with 3 peers →

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gn Audio USA, Inc. Retirement Savings Plan in MA ($34M); by covered participants it is Logix Inc 401(k) Profit Sharing Plan & Trust in MA (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust assets move in 2022? ▼
Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust declined sharply - down 18.6% during 2022, from $41M to $34M. Reported net income was -$8M.
How have Abbott Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Abbott Capital Management, LLC's sponsor-wide assets grew 40.5%, from $34M to $47M.
Where does Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust ranks in the 84th 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 Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gn Audio USA, Inc. Retirement Savings Plan in MA ($34M, 367 participants).
Which 401(k) plans cover a similar participant headcount to Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Logix Inc 401(k) Profit Sharing Plan & Trust in MA (54 participants, $4M 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 043376204.

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.