401(k) · DOL Form 5500 · 2023

Acore Capital, LP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets: 110
Participants Small participant base: 64th
Percentile by assets National rank: $117,683
Avg per participant Below avg balance/head

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Official DOL plan name: Acore Capital 401(k) Plan · Sponsored by Acore Capital, LP · California · Finance & Insurance

$13M in assets, 110 participants

Acore Capital, LP's Acore Capital 401(k) Plan reported $13M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

#4,360 in Finance & Insurance (8,869 peers)

Coverage in California

Acore Capital 401(k) Plan covers 110 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $13M.

#4,360
in Finance & Insurance (8,869 peers): +42.4%
assets growth YoY

Acore Capital 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Acore Capital 401(k) Plan vs every filed plan by assets

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

$12,945,113 Top 36% higher than 64% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Acore Capital 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. Acore Capital 401(k) Plan sits mid-pack in the medium band (110 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Acore Capital 401(k) Plan reported net income rose from -$189K in the plan year 2022 filing to $4M in the plan year 2023 filing.
Acore Capital 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $13M in the plan year 2023 filing.
Acore Capital 401(k) Plan reported participants rose from 100 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 300865622 · Acore Capital, LP PY 2023 · 401(k)

Acore Capital 401(k) Plan · $13M · 110 · 64th

NET $13M
NET 110
NET 64th
NET 401(k)
NET near Sdi, Inc. Retirement Savings Plan
NET ind #4360

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 Finance & Insurance retirement plans → · Plans in California →

End-of-year total assets ($M) among Acore Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$13M
Net Income	$4M
Employer EIN	300865622
Plan Effective Date	2016-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Acore Capital, LP)

Latest sponsor-wide plan assets: $17M 84.66655469457301% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	100	$9M
2023	1	110	$13M
2024	1	126	$17M

Nearby 401(k) Plans in California

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

Acore Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Acore Capital 401(k) Plan side-by-side with 3 peers →

Acore Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sdi, Inc. Retirement Savings Plan in FL ($13M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Sdi, Inc. Retirement Savings Plan (FL) $13M · 351
Morse Group, PLLC Employee 401(k) Trust (MI) $13M · 149
Cmc Group, Inc. Retirement Savings Plan (OH) $13M · 159
Rag & Bone Industries, LLC 401(k) Plan (NY) $13M · 531

Similar participant headcount

Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.

Cms Corporation 401(k) Plan (OH) 110 · 0 off
Presbyterian Christian School, Inc. 401(k) Plan (MS) 110 · 0 off
Cascade Auto Center 401(k) Plan (WA) 110 · 0 off
Emagin Corporation 401(k) Plan (NY) 110 · 0 off

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 Acore Capital 401(k) Plan assets move in 2023? ▼

Acore Capital 401(k) Plan surged - up 42.4% during 2023, from $9M to $13M. Reported net income was $4M.

How have Acore Capital, LP plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Acore Capital, LP's sponsor-wide assets grew 84.7%, from $9M to $17M.

Which 401(k) plans are similar in size to Acore Capital 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sdi, Inc. Retirement Savings Plan in FL ($13M, 351 participants).

Which 401(k) plans cover a similar participant headcount to Acore Capital 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 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 300865622.