401(k) · DOL Form 5500 · 2023

Accumen Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
369
Participants Below avg headcount
70th
Percentile by assets National rank
$47,199
Avg per participant Low balance/head
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Official DOL plan name: Accumen 401(k) Plan · Sponsored by Accumen Inc. · Arizona · Healthcare & Social Assistance

$17M in assets, 369 participants

Accumen Inc.'s Accumen 401(k) Plan reported $17M in total assets and 369 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #13,220 in Healthcare & Social Assistance (17,684 peers)

Accumen Inc. multi-year trail

Accumen Inc.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Accumen 401(k) Plan at $17M / 369 participants.

#13,220
in Healthcare & Social Assistance (17,684 peers)
+23.6%
assets growth YoY

Accumen 401(k) Plan's outsized position by total assets

Accumen 401(k) Plan vs every filed plan by assets

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

$17,416,320 Top 30% higher than 70% 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

Accumen 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. Accumen 401(k) Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Accumen 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Accumen 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Accumen 401(k) Plan reported participants rose from 313 in the plan year 2022 filing to 369 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 451992371 · Accumen Inc. PY 2023 · 401(k)

Accumen 401(k) Plan · $17M · 369 · 70th

  • ASSETS $17M
  • ASSETS 369
  • ASSETS 70th
  • ASSETS 401(k)
  • ASSETS near Foam Supplies, Inc. 401(k) Profit Sharing Plan and Trust
  • ASSETS ind #13220

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Accumen 401(k) Plan in the asset neighbourhood

Accumen 401(k) Plan$17MFoam Supplies, Inc. 401(k) Profit Sharing Plan and TrustFoam Supplies, Inc. 401(k) P…$17MCatholic United Financial 401(k) PlanCatholic United Financial 40…$17MMarks, O'neill, O'brien, Doherty & Kelly, P.C. 401(k) Profit Sharing PlanMarks, O'neill, O'brien, Doh…$17MFms 401(k) Plan$17M
End-of-year total assets ($M) among Accumen 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Accumen Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Accumen Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 45.01422473339936% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.1M $20.4M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 313 $14M
2023 1 369 $17M
2024 1 353 $20M

Accumen Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN451992371
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Accumen 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Accumen 401(k) Plan, Total assets ($B): 0.01741632 · Participants: 369Accumen 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Accumen 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Accumen 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Foam Supplies, Inc. 401(k) Profit Sharing Plan and Trust in MO ($17M); by covered participants it is Material Control, Inc. 401(k) Plan in IL (369 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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 Accumen 401(k) Plan assets move in 2023? ▼
Accumen 401(k) Plan grew sharply - up 23.6% during 2023, from $14M to $17M. Reported net income was $3M.
How have Accumen Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Accumen Inc.'s sponsor-wide assets grew 45.0%, from $14M to $20M.
Which 401(k) plans are similar in size to Accumen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foam Supplies, Inc. 401(k) Profit Sharing Plan and Trust in MO ($17M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Accumen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Material Control, Inc. 401(k) Plan in IL (369 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 451992371.

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.