Defined Benefit (Pension) · DOL Form 5500 · 2023
A.C.C. Group, Inc. Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: A.C.C. Group, Inc. Cash Balance Plan · Sponsored by A.C.C. Group, Inc. · California · Finance & Insurance
$1M in assets, 1 participants
A.C.C. Group, Inc.'s A.C.C. Group, Inc. Cash Balance Plan reported $1M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 24th 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.
- #1,372 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
A.C.C. Group, Inc. Cash Balance Plan holds $1M for 1 participant - about $1.0M per participant, among the smaller plans by assets on file.
- #1,372
- in Finance & Insurance (8,869 peers)
- +4.0%
- assets growth YoY
A.C.C. Group, Inc. Cash Balance Plan among the smaller filed plans by assets
A.C.C. Group, Inc. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,032,201 24th percentile higher than 24% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
A.C.C. Group, Inc. Cash Balance Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A.C.C. Group, Inc. Cash Balance Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- A.C.C. Group, Inc. Cash Balance Plan reported net income rose from -$35K in the plan year 2022 filing to $40K in the plan year 2023 filing.
- A.C.C. Group, Inc. Cash Balance Plan reported participants fell from 3 in the plan year 2022 filing to 1 in the plan year 2023 filing.
- A.C.C. Group, Inc. Cash Balance Plan end-of-year assets rose from $993K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 900843110 · A.C.C. Group, Inc. PY 2023 · Defined Benefit (Pension)
A.C.C. Group, Inc. Cash Balance Plan · $1M · 1 · 24th
- 5500 $1M
- 5500 1
- 5500 24th
- 5500 Defined Benefit (Pension)
- 5500 near Robinson Engineering, Ltd. Cash Balance Plan
- 5500 ind #1372
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 California →
A.C.C. Group, Inc. Cash Balance Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $993K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $40K |
| Employer EIN | 900843110 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A.C.C. Group, Inc.)
Sponsor-wide plan assets over time
All A.C.C. Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 3.6359964043192874% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6 | $1M |
| 2023 | 2 | 2 | $1M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
A.C.C. Group, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Robinson Engineering, Ltd. Cash Balance Plan in IL ($1M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.