401(k) · DOL Form 5500 · 2023

The Sphere Institute 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
618
Participants Below avg headcount
87th
Percentile by assets National rank
$97,000
Avg per participant Below avg balance/head
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Official DOL plan name: The Sphere Institute/Acumen LLC 401(k) Plan · Sponsored by The Sphere Institute · California · Professional & Technical Services

$60M in assets, 618 participants

The Sphere Institute's The Sphere Institute/Acumen LLC 401(k) Plan reported $60M in total assets and 618 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #17,973 in Professional & Technical Services (20,321 peers)

Where The Sphere Institute/Acumen LLC 401(k) Plan sits by assets

The Sphere Institute/Acumen LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $60M for 618 participants (~$97,000/participant), up 30.9% in 2023.

#17,973
in Professional & Technical Services (20,321 peers)
+30.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

The Sphere Institute/Acumen LLC 401(k) Plan's outsized position by total assets

The Sphere Institute/Acumen LLC 401(k) Plan vs every filed plan by assets

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

$59,946,157 Top 13% higher than 87% 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

The Sphere Institute/Acumen LLC 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. The Sphere Institute/Acumen LLC 401(k) Plan sits mid-pack in the medium band (618 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Sphere Institute/Acumen LLC 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The Sphere Institute/Acumen LLC 401(k) Plan end-of-year assets rose from $46M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • The Sphere Institute/Acumen LLC 401(k) Plan reported participants rose from 547 in the plan year 2022 filing to 618 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 911748201 · The Sphere Institute PY 2023 · 401(k)

The Sphere Institute/Acumen LLC 401(k) Plan · $60M · 618 · 87th

  • PHOTO $60M
  • PHOTO 618
  • PHOTO 87th
  • PHOTO 401(k)
  • PHOTO near Gray & Son, Inc. 401(k) Profit Sharing Plan
  • PHOTO ind #17973

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 California →

The Sphere Institute/Acumen LLC 401(k) Plan in the asset neighbourhood

Prog Holdings Employee Retirement PlanProg Holdings Employee Retir…$60MThe Sphere Institute/Acumen LLC 401(k) PlanThe Sphere Institute/Acumen …$60MBuilders Mutual Insurance Company 401(k) Retirement PlanBuilders Mutual Insurance Co…$60MOhio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and TrustOhio Anesthesia Group, Inc. …$60MGray & Son, Inc. 401(k) Profit Sharing PlanGray & Son, Inc. 401(k) Prof…$60M
End-of-year total assets ($M) among The Sphere Institute/Acumen LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$60M
Net Income$14M
Employer EIN911748201
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Sphere Institute)

Sponsor-wide plan assets over time

All The Sphere Institute plans reported in each filing year

Latest sponsor-wide plan assets
$75M 63.64744621633886% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $45.8M $74.9M ▲ +63.6%
Year Plans Participants Total Assets
2022 1 547 $46M
2023 1 618 $60M
2024 1 752 $75M

Nearby 401(k) Plans in California

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

The Sphere Institute/Acumen LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Sphere Institute/Acumen LLC 401(k) Plan, Total assets ($B): 0.059946157 · Participants: 618The Sphere Institute/Acumen LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
The Sphere Institute/Acumen LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Sphere Institute/Acumen LLC 401(k) Plan side-by-side with 3 peers →

The Sphere Institute/Acumen LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Gray & Son, Inc. 401(k) Profit Sharing Plan in MD ($60M); by covered participants it is The Russian School of Mathematics 401(k) Plan in MA (618 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (618 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 The Sphere Institute/Acumen LLC 401(k) Plan assets move in 2023? ▼
The Sphere Institute/Acumen LLC 401(k) Plan surged - up 30.9% during 2023, from $46M to $60M. Reported net income was $14M.
How have The Sphere Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Sphere Institute's sponsor-wide assets grew 63.6%, from $46M to $75M.
Where does The Sphere Institute/Acumen LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
The Sphere Institute/Acumen LLC 401(k) Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The Sphere Institute/Acumen LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gray & Son, Inc. 401(k) Profit Sharing Plan in MD ($60M, 372 participants).
Which 401(k) plans cover a similar participant headcount to The Sphere Institute/Acumen LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Russian School of Mathematics 401(k) Plan in MA (618 participants, $23M 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 911748201.

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.