401(k) · DOL Form 5500 · 2022

Akelius Real Estate Management 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
197
Participants Below avg headcount
60th
Percentile by assets National rank
$40,764
Avg per participant Low balance/head
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Official DOL plan name: Akelius Real Estate Management 401(k) · Sponsored by Akelius Real Estate Management · Massachusetts · Real Estate

$8M in assets, 197 participants

Akelius Real Estate Management's Akelius Real Estate Management 401(k) reported $8M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,866 in Real Estate (5,057 peers)

Coverage in Massachusetts

Akelius Real Estate Management 401(k) covers 197 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#3,866
in Real Estate (5,057 peers)
-7.5%
assets change YoY

The plan reported a net loss of $650K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Akelius Real Estate Management 401(k)'s mid-pack asset rank among Real Estate and all filers

Akelius Real Estate Management 401(k) vs every filed plan by assets

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

$8,030,580 Top 40% higher than 60% 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

Akelius Real Estate Management 401(k) 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. Akelius Real Estate Management 401(k) sits mid-pack in the medium band (197 participants).

Published 5500 schedule card

Filing strip 300856568 · Akelius Real Estate Management PY 2022 · 401(k)

Akelius Real Estate Management 401(k) · $8M · 197 · 60th

  • BOOK $8M
  • BOOK 197
  • BOOK 60th
  • BOOK 401(k)
  • BOOK near Blackberry Farm 401(k) Savings Plan
  • BOOK ind #3866

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 Real Estate retirement plans → · Plans in Massachusetts →

Akelius Real Estate Management 401(k) in the asset neighbourhood

Akelius Real Estate Management 401(k)Akelius Real Estate Manageme…$8MBlackberry Farm 401(k) Savings PlanBlackberry Farm 401(k) Savin…$8MTorgerson's LLC 401(k) Plan$8MAll Campus LLC Retirement Savings PlanAll Campus LLC Retirement Sa…$8MSugar Transport Locals #431 and #439 Retirement PlanSugar Transport Locals #431 …$8M
End-of-year total assets ($M) among Akelius Real Estate Management 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$650K
Employer EIN300856568
Plan Effective Date2015-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Akelius Real Estate Management)

Sponsor-wide plan assets over time

All Akelius Real Estate Management plans reported in each filing year

Latest sponsor-wide plan assets
$12M 47.34054078285752% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.03M $11.8M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 197 $8M
2023 1 210 $10M
2024 1 168 $12M

Nearby 401(k) Plans in Massachusetts

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

Akelius Real Estate Management 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Akelius Real Estate Management 401(k), Total assets ($B): 0.00803058 · Participants: 197Akelius Real Estate Management 401(k)Fidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Akelius Real Estate Management 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Akelius Real Estate Management 401(k) side-by-side with 3 peers →

Akelius Real Estate Management 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Blackberry Farm 401(k) Savings Plan in TN ($8M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (197 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 Akelius Real Estate Management 401(k) assets move in 2022? ▼
Akelius Real Estate Management 401(k) pulled back noticeably - down 7.5% during 2022, from $9M to $8M. Reported net income was -$650K.
How have Akelius Real Estate Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Akelius Real Estate Management's sponsor-wide assets grew 47.3%, from $8M to $12M.
Which 401(k) plans are similar in size to Akelius Real Estate Management 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Blackberry Farm 401(k) Savings Plan in TN ($8M, 885 participants).
Which 401(k) plans cover a similar participant headcount to Akelius Real Estate Management 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M 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 300856568.

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.