401(k) · DOL Form 5500 · 2023

Abbott Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
46
Participants Small participant base
84th
Percentile by assets National rank
$939,957
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust · Sponsored by Abbott Capital Management, LLC · New York · Finance & Insurance

$43M in assets, 46 participants

Abbott Capital Management, LLC's Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust reported $43M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,684 in Finance & Insurance (8,869 peers)

Where Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust sits by assets

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $43M for 46 participants (~$939,957/participant), up 28.1% in 2023.

#6,684
in Finance & Insurance (8,869 peers)
+28.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust's outsized position by total assets

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust vs every filed plan by assets

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

$43,238,029 Top 16% higher than 84% 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

Abbott Capital Management, LLC Employees' Profit Sharing Plan & 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. Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust reported net income rose from -$8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust end-of-year assets rose from $34M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust reported participants fell from 54 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043376204 · Abbott Capital Management, LLC PY 2023 · 401(k)

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust · $43M · 46 · 84th

  • IND $43M
  • IND 46
  • IND 84th
  • IND 401(k)
  • IND near Haley Ward Employee Stock Ownership 401(k) Plan
  • IND ind #6684

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 New York →

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust in the asset neighbourhood

Abbott Capital Management, LLC Employees' Profit Sharing Plan & TrustAbbott Capital Management, L…$43MHaley Ward Employee Stock Ownership 401(k) PlanHaley Ward Employee Stock Ow…$43MSuperior Beverage Group 401(k) Retirement Savings PlanSuperior Beverage Group 401(…$43MSekisui Diagnostics, LLC 401(k) PlanSekisui Diagnostics, LLC 401…$43MAltuglas LLC 401(k) Plan$43M
End-of-year total assets ($M) among Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$43M
Net Income$9M
Employer EIN043376204
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Abbott Capital Management, LLC)

Sponsor-wide plan assets over time

All Abbott Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$47M 40.48940498412663% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.8M $47.4M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 54 $34M
2023 1 46 $43M
2024 1 55 $47M

Nearby 401(k) Plans in New York

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

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust, Total assets ($B): 0.043238029 · Participants: 46Abbott Capital Management, LLC Employees' Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust side-by-side with 3 peers →

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Haley Ward Employee Stock Ownership 401(k) Plan in ME ($43M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust assets move in 2023? ▼
Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust grew sharply - up 28.1% during 2023, from $34M to $43M. Reported net income was $9M.
How have Abbott Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Abbott Capital Management, LLC's sponsor-wide assets grew 40.5%, from $34M to $47M.
Where does Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Haley Ward Employee Stock Ownership 401(k) Plan in ME ($43M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants, $3M 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 043376204.

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.