401(k) · DOL Form 5500 · 2023
Accumulation Technologies LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 42
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $64,079
- Avg per participant Low balance/head
Official DOL plan name: Accumulation Technologies LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Accumulation Technologies LLC · Michigan · Finance & Insurance
$3M in assets, 42 participants
Accumulation Technologies LLC's Accumulation Technologies LLC 401(k) Profit Sharing Plan and Trust reported $3M in total assets and 42 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #2,101 in Finance & Insurance (8,869 peers)
Accumulation Technologies LLC multi-year trail
Accumulation Technologies LLC's plans moved +20.9% in assets from 2022 to 2024; this filing shows Accumulation Technologies LLC 401(k) Profit Sharing Plan and Trust at $3M / 42 participants.
- #2,101
- in Finance & Insurance (8,869 peers)
- -20.5%
- assets change YoY
The plan reported a net loss of $695K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Accumulation Technologies LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Accumulation Technologies LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,691,302 34th percentile higher than 34% 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
Accumulation Technologies LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Accumulation Technologies LLC 401(k) Profit Sharing Plan and Trust is a small filing (42 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Accumulation Technologies LLC 401(k) Profit Sharing Plan and Trust reported net income fell from -$461K in the plan year 2022 filing to -$695K in the plan year 2023 filing.
- Accumulation Technologies LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 67 in the plan year 2022 filing to 42 in the plan year 2023 filing.
- Accumulation Technologies LLC 401(k) Profit Sharing Plan and Trust end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 300848868 · Accumulation Technologies LLC PY 2023 · 401(k)
Accumulation Technologies LLC 401(k) Profit Sharing Plan and Trust · $3M · 42 · 34th
- IND $3M
- IND 42
- IND 34th
- IND 401(k)
- IND near Magnificus Corporation 401(k) Plan
- IND ind #2101
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 Michigan →
Accumulation Technologies LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Accumulation Technologies LLC multi-year asset trail
Sponsor-wide plan assets over time
All Accumulation Technologies LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 20.85371031913593% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $3M |
| 2023 | 1 | 42 | $3M |
| 2024 | 1 | 57 | $4M |
Accumulation Technologies LLC filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$695K |
| Employer EIN | 300848868 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
- The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195
Accumulation Technologies LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Magnificus Corporation 401(k) Plan in MD ($3M); by covered participants it is Rodriguez Hidalgo Retirement Plan in PR (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Magnificus Corporation 401(k) Plan (MD) $3M · 272
- Talentful 401(k) Plan (NY) $3M · 112
- Fieldstone Properties I LLC 401(k) Plan (NJ) $3M · 174
- Cancer Clinic 401(k) Plan (TX) $3M · 22
Similar participant headcount
Nearest other-state filings by covered participants (42 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.