401(k) · DOL Form 5500 · 2023

Acolad, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
142
Participants Small participant base
63rd
Percentile by assets National rank
$87,914
Avg per participant Below avg balance/head
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Official DOL plan name: Acolad Retirement Savings Plan · Sponsored by Acolad, Inc. · Wisconsin · Professional & Technical Services

$12M in assets, 142 participants

Acolad, Inc.'s Acolad Retirement Savings Plan reported $12M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,699 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Acolad Retirement Savings Plan covers 142 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.

#12,699
in Professional & Technical Services (20,321 peers)
-3.8%
assets change YoY

The plan reported a net loss of $487K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Acolad Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Acolad Retirement Savings Plan vs every filed plan by assets

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

$12,483,809 Top 37% higher than 63% 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

Acolad Retirement Savings 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. Acolad Retirement Savings Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Acolad Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to -$487K in the plan year 2023 filing.
  • Acolad Retirement Savings Plan reported participants rose from 117 in the plan year 2022 filing to 142 in the plan year 2023 filing.
  • Acolad Retirement Savings Plan end-of-year assets fell from $13M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411881957 · Acolad, Inc. PY 2023 · 401(k)

Acolad Retirement Savings Plan · $12M · 142 · 63rd

  • PCT $12M
  • PCT 142
  • PCT 63rd
  • PCT 401(k)
  • PCT near Automatic Spring Products Corporation 401(k) Profit Sharing Plan
  • PCT ind #12699

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 Professional & Technical Services retirement plans → · Plans in Wisconsin →

Acolad Retirement Savings Plan in the asset neighbourhood

Acolad Retirement Savings PlanAcolad Retirement Savings Pl…$12MAutomatic Spring Products Corporation 401(k) Profit Sharing PlanAutomatic Spring Products Co…$12MSadler Power Train, Inc. Retirement and 401(k) PlanSadler Power Train, Inc. Ret…$12MVan Natta Mechanical Corporation 401(k) PlanVan Natta Mechanical Corpora…$12MMurphy & Grantland, P.a. 401(k) Retirement PlanMurphy & Grantland, P.a. 401…$12M
End-of-year total assets ($M) among Acolad Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$487K
Employer EIN411881957
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Acolad, Inc.)

Sponsor-wide plan assets over time

All Acolad, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 9.962201810276325% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $13M $14.3M ▲ +9.9%
Year Plans Participants Total Assets
2022 1 117 $13M
2023 1 142 $12M
2024 1 128 $14M

Nearby 401(k) Plans in Wisconsin

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

Acolad Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Acolad Retirement Savings Plan, Total assets ($B): 0.012483809 · Participants: 142Acolad Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Acolad Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Acolad Retirement Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Automatic Spring Products Corporation 401(k) Profit Sharing Plan in MI ($12M); by covered participants it is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Acolad Retirement Savings Plan assets move in 2023? ▼
Acolad Retirement Savings Plan edged down modestly - down 3.8% during 2023, from $13M to $12M. Reported net income was -$487K.
How have Acolad, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Acolad, Inc.'s sponsor-wide assets grew 10.0%, from $13M to $14M.
Which 401(k) plans are similar in size to Acolad Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Automatic Spring Products Corporation 401(k) Profit Sharing Plan in MI ($12M, 308 participants).
Which 401(k) plans cover a similar participant headcount to Acolad Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Veterinary, PLLC 401(k) Plan in TX (142 participants, $12M 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 411881957.

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.