401(k) · DOL Form 5500 · 2023

Accurate Group Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
467
Participants Below avg headcount
60th
Percentile by assets National rank
$23,100
Avg per participant Low balance/head
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Official DOL plan name: The Accurate Group 401(k) Profit Sharing Plan · Sponsored by Accurate Group Holdings, LLC · Ohio · Real Estate

$11M in assets, 467 participants

Accurate Group Holdings, LLC's The Accurate Group 401(k) Profit Sharing Plan reported $11M in total assets and 467 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,669 in Real Estate (4,727 peers)

Accurate Group Holdings, LLC multi-year trail

Accurate Group Holdings, LLC's plans moved +48.7% in assets from 2022 to 2024; this filing shows The Accurate Group 401(k) Profit Sharing Plan at $11M / 467 participants.

#3,669
in Real Estate (4,727 peers)
+20.9%
assets growth YoY

The Accurate Group 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

The Accurate Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,787,573 Top 40% higher than 60% 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 Accurate Group 401(k) Profit Sharing 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 Accurate Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (467 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Accurate Group 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Accurate Group 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • The Accurate Group 401(k) Profit Sharing Plan reported participants fell from 472 in the plan year 2022 filing to 467 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 264285688 · Accurate Group Holdings, LLC PY 2023 · 401(k)

The Accurate Group 401(k) Profit Sharing Plan · $11M · 467 · 60th

  • 5500 $11M
  • 5500 467
  • 5500 60th
  • 5500 401(k)
  • 5500 near Wysocki Family of Companies 401(k) Plan
  • 5500 ind #3669

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 Real Estate retirement plans → · Plans in Ohio →

The Accurate Group 401(k) Profit Sharing Plan in the asset neighbourhood

The Accurate Group 401(k) Profit Sharing PlanThe Accurate Group 401(k) Pr…$11MWysocki Family of Companies 401(k) PlanWysocki Family of Companies …$11MThe Delaware National Bank of Delhi 401(k) Employee Stock Ownership PlanThe Delaware National Bank o…$11MFour Seasons Heating and Air Retirement PlanFour Seasons Heating and Air…$11MMiller Electric Company 401(k) Plan and TrustMiller Electric Company 401(…$11M
End-of-year total assets ($M) among The Accurate Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Accurate Group Holdings, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Accurate Group Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 48.68213276420783% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.93M $13.3M ▲ +48.6%
Year Plans Participants Total Assets
2022 1 472 $9M
2023 1 467 $11M
2024 1 482 $13M

Accurate Group Holdings, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN264285688
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

The Accurate Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Accurate Group 401(k) Profit Sharing Plan, Total assets ($B): 0.010787573 · Participants: 467The Accurate Group 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Accurate Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

The Accurate Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Wysocki Family of Companies 401(k) Plan in WI ($11M); by covered participants it is United Fashions of Texas 401(k) Plan in TX (467 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (467 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 Accurate Group 401(k) Profit Sharing Plan assets move in 2023?
The Accurate Group 401(k) Profit Sharing Plan grew sharply - up 20.9% during 2023, from $9M to $11M. Reported net income was $2M.
How have Accurate Group Holdings, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Accurate Group Holdings, LLC's sponsor-wide assets grew 48.7%, from $9M to $13M.
Which 401(k) plans are similar in size to The Accurate Group 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Wysocki Family of Companies 401(k) Plan in WI ($11M, 249 participants).
Which 401(k) plans cover a similar participant headcount to The Accurate Group 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is United Fashions of Texas 401(k) Plan in TX (467 participants, $9M in assets).