401(k) · DOL Form 5500 · 2023

Acumen Learning LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
19
Participants Small participant base
47th
Percentile by assets National rank
$299,723
Avg per participant High balance/head
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Official DOL plan name: Acumen Learning LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Acumen Learning LLC · Utah · Professional & Technical Services

$6M in assets, 19 participants

Acumen Learning LLC's Acumen Learning LLC 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,143 in Professional & Technical Services (20,321 peers)

Acumen Learning LLC multi-year trail

Acumen Learning LLC's plans moved +67.5% in assets from 2022 to 2024; this filing shows Acumen Learning LLC 401(k) Profit Sharing Plan & Trust at $6M / 19 participants.

#9,143
in Professional & Technical Services (20,321 peers)
+30.4%
assets growth YoY

Acumen Learning LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Acumen Learning LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$5,694,734 47th percentile higher than 47% 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

Acumen Learning LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Acumen Learning LLC 401(k) Profit Sharing Plan & Trust is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Acumen Learning LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Acumen Learning LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Acumen Learning LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 22 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 223886512 · Acumen Learning LLC PY 2023 · 401(k)

Acumen Learning LLC 401(k) Profit Sharing Plan & Trust · $6M · 19 · 47th

  • BOOK $6M
  • BOOK 19
  • BOOK 47th
  • BOOK 401(k)
  • BOOK near Sav Transportation Group, Inc. Employees Savings Plan
  • BOOK ind #9143

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 Utah →

Acumen Learning LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

American Association of Endodontists 401(k) PlanAmerican Association of Endo…$6MAcumen Learning LLC 401(k) Profit Sharing Plan & TrustAcumen Learning LLC 401(k) P…$6MSav Transportation Group, Inc. Employees Savings PlanSav Transportation Group, In…$6MFranklin D. Azar & Associates P.C. 401(k) PlanFranklin D. Azar & Associate…$6MAscend Wellness Holdings 401(k) PlanAscend Wellness Holdings 401…$6M
End-of-year total assets ($M) among Acumen Learning LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Acumen Learning LLC multi-year asset trail

Sponsor-wide plan assets over time

All Acumen Learning LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 67.45701190820014% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.37M $7.31M ▲ +67.3%
Year Plans Participants Total Assets
2022 1 22 $4M
2023 1 19 $6M
2024 1 20 $7M

Acumen Learning LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN223886512
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Acumen Learning LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Acumen Learning LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.005694734 · Participants: 19Acumen Learning LLC 401(k) Profit Sharing Plan & TrustIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Acumen Learning LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Acumen Learning LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Acumen Learning LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Sav Transportation Group, Inc. Employees Savings Plan in MN ($6M); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Acumen Learning LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Acumen Learning LLC 401(k) Profit Sharing Plan & Trust surged - up 30.4% during 2023, from $4M to $6M. Reported net income was $1M.
How have Acumen Learning LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Acumen Learning LLC's sponsor-wide assets grew 67.5%, from $4M to $7M.
Which 401(k) plans are similar in size to Acumen Learning LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sav Transportation Group, Inc. Employees Savings Plan in MN ($6M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Acumen Learning LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 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 223886512.

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.