401(k) · DOL Form 5500 · 2023

Acumatica, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
201
Participants Below avg headcount
65th
Percentile by assets National rank
$67,103
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Acumatica, Inc 401(k) Plan · Sponsored by Acumatica, Inc. · Washington · Professional & Technical Services

$13M in assets, 201 participants

Acumatica, Inc.'s Acumatica, Inc 401(k) Plan reported $13M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,056 in Professional & Technical Services (20,321 peers)

Coverage in Washington

Acumatica, Inc 401(k) Plan covers 201 participants in Washington, about 14% of the average Washington filer (state average ~1,476 per filing). Assets: $13M.

#13,056
in Professional & Technical Services (20,321 peers)
+53.7%
assets growth YoY

Acumatica, Inc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Acumatica, Inc 401(k) Plan vs every filed plan by assets

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

$13,487,712 Top 35% higher than 65% 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

Acumatica, Inc 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. Acumatica, Inc 401(k) Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Acumatica, Inc 401(k) Plan reported net income rose from $359K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Acumatica, Inc 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Acumatica, Inc 401(k) Plan reported participants rose from 159 in the plan year 2022 filing to 201 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 263224552 · Acumatica, Inc. PY 2023 · 401(k)

Acumatica, Inc 401(k) Plan · $13M · 201 · 65th

  • PCT $13M
  • PCT 201
  • PCT 65th
  • PCT 401(k)
  • PCT near Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust
  • PCT ind #13056

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 Washington →

Acumatica, Inc 401(k) Plan in the asset neighbourhood

Acumatica, Inc 401(k) Plan$13MSmallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & TrustSmallwood, Reynolds, Stewart…$13MM/a/R/C Research 401(k) Plan$13MThe 401(k) Plan for the Employees of Precious PlateThe 401(k) Plan for the Empl…$13MKagome Inc. 401(k) Plan$13M
End-of-year total assets ($M) among Acumatica, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$5M
Employer EIN263224552
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Acumatica, Inc.)

Sponsor-wide plan assets over time

All Acumatica, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 106.54752991410331% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $8.77M $18.1M ▲ +106.6%
Year Plans Participants Total Assets
2022 1 159 $9M
2023 1 201 $13M
2024 1 207 $18M

Nearby 401(k) Plans in Washington

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

Acumatica, Inc 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Acumatica, Inc 401(k) Plan, Total assets ($B): 0.013487712 · Participants: 201Acumatica, Inc 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Acumatica, Inc 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Acumatica, Inc 401(k) Plan side-by-side with 3 peers →

Acumatica, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust in GA ($13M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Acumatica, Inc 401(k) Plan assets move in 2023? ▼
Acumatica, Inc 401(k) Plan surged - up 53.7% during 2023, from $9M to $13M. Reported net income was $5M.
How have Acumatica, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Acumatica, Inc.'s sponsor-wide assets grew 106.5%, from $9M to $18M.
Which 401(k) plans are similar in size to Acumatica, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust in GA ($13M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Acumatica, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 participants, N/A 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 263224552.

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.