401(k) · DOL Form 5500 · 2022

Acord Companies 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
104
Participants Small participant base
35th
Percentile by assets National rank
$20,303
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 401(k) Profit-Sharing Plan for Employees of Acord Companies · Sponsored by Acord Companies · Oklahoma · Transportation & Warehousing

$2M in assets, 104 participants

Acord Companies's 401(k) Profit-Sharing Plan for Employees of Acord Companies reported $2M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,342 in Transportation & Warehousing (3,876 peers)

Coverage in Oklahoma

401(k) Profit-Sharing Plan for Employees of Acord Companies covers 104 participants in Oklahoma, about 14% of the average Oklahoma filer (state average ~760 per filing). Assets: $2M.

#1,342
in Transportation & Warehousing (3,876 peers)
-15.2%
assets change YoY

The plan reported a net loss of $378K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k) Profit-Sharing Plan for Employees of Acord Companies's mid-pack asset rank among Transportation & Warehousing and all filers

401(k) Profit-Sharing Plan for Employees of Acord Companies vs every filed plan by assets

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

$2,111,519 35th percentile higher than 35% 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

401(k) Profit-Sharing Plan for Employees of Acord Companies 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. 401(k) Profit-Sharing Plan for Employees of Acord Companies sits mid-pack in the medium band (104 participants).

DOL schedule card

Filing strip 731095633 · Acord Companies PY 2022 · 401(k)

401(k) Profit-Sharing Plan for Employees of Acord Companies · $2M · 104 · 35th

  • NET $2M
  • BOOK 104
  • VS-ST 35th
  • BOY 401(k)
  • SCH near Merchant Transport 401(k) Plan
  • EBSA ind #1342

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 Transportation & Warehousing retirement plans → · Plans in Oklahoma →

401(k) Profit-Sharing Plan for Employees of Acord Companies in the asset neighbourhood

401(k) Profit-Sharing Plan for Employees of Acord Companies401(k) Profit-Sharing Plan f…$2MMerchant Transport 401(k) PlanMerchant Transport 401(k) Pl…$2MOutsell, Inc. 401(k) Plan$2MAdvanced Behavioral Medicine & Neuropsychology Assoc. , PLLC 401(k) Profit Sharing PlanAdvanced Behavioral Medicine…$2MJacksonville Transit Management Corporation 401(k) PlanJacksonville Transit Managem…$2M
End-of-year total assets ($M) among 401(k) Profit-Sharing Plan for Employees of Acord Companies and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$378K
Employer EIN731095633
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Acord Companies)

Sponsor-wide plan assets over time

All Acord Companies plans reported in each filing year

Latest sponsor-wide plan assets
$3M 29.707144477506475% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.11M $2.74M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 104 $2M
2023 1 147 $3M
2024 1 119 $3M

Nearby 401(k) Plans in Oklahoma

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

401(k) Profit-Sharing Plan for Employees of Acord Companies vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants 401(k) Profit-Sharing Plan for Employees of Acord Companies, Total assets ($B): 0.002111519 · Participants: 104401(k) Profit-Sharing Plan for Employees of Acord CompaniesQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
401(k) Profit-Sharing Plan for Employees of Acord Companies vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare 401(k) Profit-Sharing Plan for Employees of Acord Companies side-by-side with 3 peers →

401(k) Profit-Sharing Plan for Employees of Acord Companies's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Merchant Transport 401(k) Plan in FL ($2M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 401(k) Profit-Sharing Plan for Employees of Acord Companies assets move in 2022? ▼
401(k) Profit-Sharing Plan for Employees of Acord Companies declined sharply - down 15.2% during 2022, from $2M to $2M. Reported net income was -$378K.
How have Acord Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Acord Companies's sponsor-wide assets grew 29.7%, from $2M to $3M.
Which 401(k) plans are similar in size to 401(k) Profit-Sharing Plan for Employees of Acord Companies? ▼
Among 401(k) plans in other states, the closest by assets is Merchant Transport 401(k) Plan in FL ($2M, 105 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit-Sharing Plan for Employees of Acord Companies? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 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 731095633.

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.