401(k) · DOL Form 5500 · 2023

Aquinas Consulting, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
151
Participants Small participant base
49th
Percentile by assets National rank
$42,230
Avg per participant Low balance/head
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Official DOL plan name: Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan · Sponsored by Aquinas Consulting, LLC · Connecticut · Administrative & Support Services

$6M in assets, 151 participants

Aquinas Consulting, LLC's Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan reported $6M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,072 in Administrative & Support Services (4,372 peers)

Coverage in Connecticut

Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan covers 151 participants in Connecticut, about 21% of the average Connecticut filer (state average ~718 per filing). Assets: $6M.

#3,072
in Administrative & Support Services (4,372 peers)
+26.4%
assets growth YoY

Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan's mid-pack asset rank among Administrative & Support Services and all filers

Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan vs every filed plan by assets

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

$6,376,739 49th percentile higher than 49% 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

Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan reported net income rose from -$806K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan reported participants fell from 165 in the plan year 2022 filing to 151 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 061588924 · Aquinas Consulting, LLC PY 2023 · 401(k)

Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan · $6M · 151 · 49th

  • TYPE $6M
  • TYPE 151
  • TYPE 49th
  • TYPE 401(k)
  • TYPE near Polunsky & Beitel, P.C. 401(k) Plan
  • TYPE ind #3072

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 Administrative & Support Services retirement plans → · Plans in Connecticut →

Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan in the asset neighbourhood

Aquinas Consulting, LLC and Affiliated Companies, 401(k) PlanAquinas Consulting, LLC and …$6MPolunsky & Beitel, P.C. 401(k) PlanPolunsky & Beitel, P.C. 401(…$6MSteward Energy Management, LLC 401(k) Profit Sharing PlanSteward Energy Management, L…$6MTivoli Enterprises Inc. 401(k) Retirement PlanTivoli Enterprises Inc. 401(…$6MRun It E401(k) Plan$6M
End-of-year total assets ($M) among Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN061588924
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aquinas Consulting, LLC)

Sponsor-wide plan assets over time

All Aquinas Consulting, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 58.457890665373135% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.05M $8M ▲ +58.4%
Year Plans Participants Total Assets
2022 1 165 $5M
2023 1 151 $6M
2024 1 111 $8M

Nearby 401(k) Plans in Connecticut

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

Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan, Total assets ($B): 0.006376739 · Participants: 151Aquinas Consulting, LLC and Affiliated Companies, 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan side-by-side with 3 peers →

Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Polunsky & Beitel, P.C. 401(k) Plan in TX ($6M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan assets move in 2023? ▼
Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan grew sharply - up 26.4% during 2023, from $5M to $6M. Reported net income was $1M.
How have Aquinas Consulting, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aquinas Consulting, LLC's sponsor-wide assets grew 58.5%, from $5M to $8M.
Which 401(k) plans are similar in size to Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Polunsky & Beitel, P.C. 401(k) Plan in TX ($6M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Aquinas Consulting, LLC and Affiliated Companies, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants, $8M 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 061588924.

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.