401(k) · DOL Form 5500 · 2023

Accordion Partners, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
351
Participants Below avg headcount
79th
Percentile by assets National rank
$84,583
Avg per participant Below avg balance/head
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Official DOL plan name: Accordion Partners 401(k) Plan · Sponsored by Accordion Partners, LLC · New York · Professional & Technical Services

$30M in assets, 351 participants

Accordion Partners, LLC's Accordion Partners 401(k) Plan reported $30M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,171 in Professional & Technical Services (20,321 peers)

Coverage in New York

Accordion Partners 401(k) Plan covers 351 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $30M.

#16,171
in Professional & Technical Services (20,321 peers)
+95.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Accordion Partners 401(k) Plan vs every filed plan by assets

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

$29,688,459 Top 21% higher than 79% 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

Accordion Partners 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. Accordion Partners 401(k) Plan sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Accordion Partners 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Accordion Partners 401(k) Plan reported net income rose from $8M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Accordion Partners 401(k) Plan reported participants rose from 188 in the plan year 2022 filing to 351 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 264029427 · Accordion Partners, LLC PY 2023 · 401(k)

Accordion Partners 401(k) Plan · $30M · 351 · 79th

  • PHOTO $30M
  • IND 351
  • EOY 79th
  • 5500 401(k)
  • ASSETS near The Vmdo Architects P.C. Employee Pension Plan
  • PCT ind #16171

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 Professional & Technical Services retirement plans → · Plans in New York →

Accordion Partners 401(k) Plan in the asset neighbourhood

Accordion Partners 401(k) PlanAccordion Partners 401(k) Pl…$30MThe Vmdo Architects P.C. Employee Pension PlanThe Vmdo Architects P.C. Emp…$30MWilkin & Guttenplan, P.C. 401(k) PlanWilkin & Guttenplan, P.C. 40…$30MHubbell Realty Company Select Savings PlanHubbell Realty Company Selec…$30MMidwest Eye Care 401(k) Plan$30M
End-of-year total assets ($M) among Accordion Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$30M
Net Income$14M
Employer EIN264029427
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Accordion Partners, LLC)

Sponsor-wide plan assets over time

All Accordion Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 218.4551669467647% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 202220232024 $15.2M $48.5M ▲ +218.5%
Year Plans Participants Total Assets
2022 1 188 $15M
2023 1 351 $30M
2024 1 431 $48M

Nearby 401(k) Plans in New York

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

Accordion Partners 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Accordion Partners 401(k) Plan, Total assets ($B): 0.029688459 · Participants: 351Accordion Partners 401(k) PlanIBM 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
Accordion Partners 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Accordion Partners 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is The Vmdo Architects P.C. Employee Pension Plan in VA ($30M); by covered participants it is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Accordion Partners 401(k) Plan assets move in 2023? ▼
Accordion Partners 401(k) Plan surged - up 95.0% during 2023, from $15M to $30M. Reported net income was $14M.
How have Accordion Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Accordion Partners, LLC's sponsor-wide assets grew 218.5%, from $15M to $48M.
Where does Accordion Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Accordion Partners 401(k) Plan ranks in the 79th 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 Accordion Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Vmdo Architects P.C. Employee Pension Plan in VA ($30M, 75 participants).
Which 401(k) plans cover a similar participant headcount to Accordion Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Procaps Laboratories, Inc. 401(k) Plan in NV (351 participants, $26M 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 264029427.

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.