401(k) · DOL Form 5500 · 2023

Abacus Wealth Partners, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
75
Participants Small participant base
68th
Percentile by assets National rank
$209,139
Avg per participant Above avg balance/head
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Official DOL plan name: Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Abacus Wealth Partners, LLC · California · Finance & Insurance

$16M in assets, 75 participants

Abacus Wealth Partners, LLC's Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan reported $16M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,741 in Finance & Insurance (8,869 peers)

Abacus Wealth Partners, LLC multi-year trail

Abacus Wealth Partners, LLC's plans moved +16.9% in assets from 2022 to 2024; this filing shows Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan at $16M / 75 participants.

#4,741
in Finance & Insurance (8,869 peers)
+18.2%
assets growth YoY

Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,685,411 Top 32% higher than 68% 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

Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan reported participants fell from 80 in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 651193184 · Abacus Wealth Partners, LLC PY 2023 · 401(k)

Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan · $16M · 75 · 68th

  • BOOK $16M
  • VS-ST 75
  • BOY 68th
  • SCH 401(k)
  • EBSA near Six Robblees' Inc. Profit Sharing 401(k) Plan
  • PART ind #4741

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 →

Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Abacus Wealth Partners, LLC 401(k) Profit Sharing PlanAbacus Wealth Partners, LLC …$16MSix Robblees' Inc. Profit Sharing 401(k) PlanSix Robblees' Inc. Profit Sh…$16MUnited Laboratories 401(k) Salary Reduction Plan and TrustUnited Laboratories 401(k) S…$16MPrimeflight Aviation Services, Inc 401(k) Retirement PlanPrimeflight Aviation Service…$16MHenry County Hospital, Inc. 401(k) PlanHenry County Hospital, Inc. …$16M
End-of-year total assets ($M) among Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Abacus Wealth Partners, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Abacus Wealth Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 16.896132149686853% vs 2022
2024 filing year
$13M$14M$15M$16M 202220232024 $13.3M $15.5M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 80 $13M
2023 1 75 $16M
2024 1 78 $16M

Abacus Wealth Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN651193184
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.015685411 · Participants: 75Abacus Wealth Partners, LLC 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Six Robblees' Inc. Profit Sharing 401(k) Plan in WA ($16M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan grew sharply - up 18.2% during 2023, from $13M to $16M. Reported net income was $2M.
How have Abacus Wealth Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Abacus Wealth Partners, LLC's sponsor-wide assets grew 16.9%, from $13M to $16M.
Which 401(k) plans are similar in size to Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Six Robblees' Inc. Profit Sharing 401(k) Plan in WA ($16M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 651193184.

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.