401(k) · DOL Form 5500 · 2023

Acacia Capital Corporation 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
18
Participants Small participant base
66th
Percentile by assets National rank
$799,261
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Acacia Savings Plan · Sponsored by Acacia Capital Corporation · Arizona · Finance & Insurance

$14M in assets, 18 participants

Acacia Capital Corporation's Acacia Savings Plan reported $14M in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,563 in Finance & Insurance (8,869 peers)

Acacia Capital Corporation multi-year trail

Acacia Capital Corporation's plans moved +41.4% in assets from 2022 to 2024; this filing shows Acacia Savings Plan at $14M / 18 participants.

#4,563
in Finance & Insurance (8,869 peers)
+20.2%
assets growth YoY

Acacia Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Acacia Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,386,690 Top 34% higher than 66% of 127,068 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 2023

Acacia Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Acacia Savings Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Acacia Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Acacia Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Acacia Savings Plan reported participants rose from 17 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943307073 · Acacia Capital Corporation PY 2023 · 401(k)

Acacia Savings Plan · $14M · 18 · 66th

  • BOY $14M
  • SCH 18
  • EBSA 66th
  • PART 401(k)
  • TYPE near Lmc Enterprises 401(k) Plan
  • NET ind #4563

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 Arizona →

Acacia Savings Plan in the asset neighbourhood

Acacia Savings Plan$14MLmc Enterprises 401(k) Plan$14MFortune Metal Inc. of Rhode Island 401(k) Profit Sharing PlaFortune Metal Inc. of Rhode …$14MDallas Sports & Entertainment, L.P. 401(k) Savings PlanDallas Sports & Entertainmen…$14MChristian Appalachian Project, Inc. Employee Savings PlanChristian Appalachian Projec…$14M
End-of-year total assets ($M) among Acacia Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Acacia Capital Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Acacia Capital Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$17M 41.44331370323504% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12M $16.9M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 17 $12M
2023 1 18 $14M
2024 1 18 $17M

Acacia Capital Corporation filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN943307073
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Acacia Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Acacia Savings Plan, Total assets ($B): 0.01438669 · Participants: 18Acacia Savings PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Acacia Savings Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Acacia Savings Plan side-by-side with 3 peers →

Acacia Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Lmc Enterprises 401(k) Plan in CA ($14M); by covered participants it is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Acacia Savings Plan assets move in 2023? ▼
Acacia Savings Plan grew sharply - up 20.2% during 2023, from $12M to $14M. Reported net income was $2M.
How have Acacia Capital Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Acacia Capital Corporation's sponsor-wide assets grew 41.4%, from $12M to $17M.
Which 401(k) plans are similar in size to Acacia Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lmc Enterprises 401(k) Plan in CA ($14M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Acacia Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mod-Electronics, Inc. Profit Sharing Plan 401(k) and Trust in CA (18 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943307073.

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.