401(k) · DOL Form 5500 · 2023

Akuna Capital LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
345
Participants Below avg headcount
79th
Percentile by assets National rank
$88,107
Avg per participant Below avg balance/head
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Official DOL plan name: Akuna Capital LLC 401(k) Plan · Sponsored by Akuna Capital LLC · Illinois · Finance & Insurance

$30M in assets, 345 participants

Akuna Capital LLC's Akuna Capital LLC 401(k) Plan reported $30M in total assets and 345 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.

  • #6,078 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Akuna Capital LLC 401(k) Plan covers 345 participants in Illinois, about 44% of the average Illinois filer (state average ~779 per filing). Assets: $30M.

#6,078
in Finance & Insurance (8,869 peers)
+37.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Akuna Capital LLC 401(k) Plan's outsized position by total assets

Akuna Capital LLC 401(k) Plan vs every filed plan by assets

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

$30,396,968 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

Akuna Capital LLC 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. Akuna Capital LLC 401(k) Plan sits mid-pack in the medium band (345 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Akuna Capital LLC 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Akuna Capital LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Akuna Capital LLC 401(k) Plan reported participants rose from 302 in the plan year 2022 filing to 345 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 274213219 · Akuna Capital LLC PY 2023 · 401(k)

Akuna Capital LLC 401(k) Plan · $30M · 345 · 79th

  • PHOTO $30M
  • PHOTO 345
  • PHOTO 79th
  • PHOTO 401(k)
  • PHOTO near Gmto Corporation Retirement Plan
  • PHOTO ind #6078

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 Illinois →

Akuna Capital LLC 401(k) Plan in the asset neighbourhood

Akuna Capital LLC 401(k) Plan$30MGmto Corporation Retirement PlanGmto Corporation Retirement …$30MCommercial Enterprises Employees 401(k) ProfitCommercial Enterprises Emplo…$30MJet Linx Aviation, LLC 401(k) PlanJet Linx Aviation, LLC 401(k…$30MBaisch Engineering Inc. Employees' Profit Sharing PlanBaisch Engineering Inc. Empl…$30M
End-of-year total assets ($M) among Akuna Capital LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$30M
Net Income$8M
Employer EIN274213219
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Akuna Capital LLC)

Sponsor-wide plan assets over time

All Akuna Capital LLC plans reported in each filing year

Latest sponsor-wide plan assets
$38M 73.04367235017321% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $22.2M $38.3M ▲ +73.1%
Year Plans Participants Total Assets
2022 1 302 $22M
2023 1 345 $30M
2024 1 297 $38M

Nearby 401(k) Plans in Illinois

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

Akuna Capital LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Akuna Capital LLC 401(k) Plan, Total assets ($B): 0.030396968 · Participants: 345Akuna Capital LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Akuna Capital LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Akuna Capital LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Gmto Corporation Retirement Plan in CA ($30M); by covered participants it is Bcc Engineering, LLC. Retirement Plan and Trust in FL (345 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (345 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 Akuna Capital LLC 401(k) Plan assets move in 2023? ▼
Akuna Capital LLC 401(k) Plan surged - up 37.2% during 2023, from $22M to $30M. Reported net income was $8M.
How have Akuna Capital LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Akuna Capital LLC's sponsor-wide assets grew 73.0%, from $22M to $38M.
Where does Akuna Capital LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Akuna Capital LLC 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 Akuna Capital LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gmto Corporation Retirement Plan in CA ($30M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Akuna Capital LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcc Engineering, LLC. Retirement Plan and Trust in FL (345 participants, $37M 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 274213219.

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.