401(k) · DOL Form 5500 · 2023

Abode Communities 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
156
Participants Small participant base
59th
Percentile by assets National rank
$64,457
Avg per participant Low balance/head
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Official DOL plan name: Abode Communities 401(k) Profit Sharing Plan and Trust · Sponsored by Abode Communities · California · Real Estate

$10M in assets, 156 participants

Abode Communities's Abode Communities 401(k) Profit Sharing Plan and Trust reported $10M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,592 in Real Estate (4,727 peers)

Coverage in California

Abode Communities 401(k) Profit Sharing Plan and Trust covers 156 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $10M.

#3,592
in Real Estate (4,727 peers)
+21.0%
assets growth YoY

Abode Communities 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Real Estate and all filers

Abode Communities 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$10,055,299 Top 41% higher than 59% 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

Abode Communities 401(k) Profit Sharing Plan and Trust 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. Abode Communities 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Abode Communities 401(k) Profit Sharing Plan and Trust reported net income rose from -$770K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Abode Communities 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Abode Communities 401(k) Profit Sharing Plan and Trust reported participants rose from 143 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 956377511 · Abode Communities PY 2023 · 401(k)

Abode Communities 401(k) Profit Sharing Plan and Trust · $10M · 156 · 59th

  • NET $10M
  • NET 156
  • NET 59th
  • NET 401(k)
  • NET near Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan
  • NET ind #3592

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 Real Estate retirement plans → · Plans in California →

Abode Communities 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Abode Communities 401(k) Profit Sharing Plan and TrustAbode Communities 401(k) Pro…$10MPennian Bank 401(k) Plan$10MMason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing PlanMason, Bruce & Girard, Inc. …$10MMethodist Retirement Communities & Its Affiliated Organizations Associates 401(k) PlanMethodist Retirement Communi…$10MU.S. Money Reserve 401(k) PlanU.S. Money Reserve 401(k) Pl…$10M
End-of-year total assets ($M) among Abode Communities 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN956377511
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Abode Communities)

Sponsor-wide plan assets over time

All Abode Communities plans reported in each filing year

Latest sponsor-wide plan assets
$11M 27.75970395144696% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.31M $10.6M ▲ +27.7%
Year Plans Participants Total Assets
2022 1 143 $8M
2023 1 156 $10M
2024 1 160 $11M

Nearby 401(k) Plans in California

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

Abode Communities 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Abode Communities 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.010055299 · Participants: 156Abode Communities 401(k) Profit Sharing Plan and TrustWells 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
Abode Communities 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Abode Communities 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Abode Communities 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan in OR ($10M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Abode Communities 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Abode Communities 401(k) Profit Sharing Plan and Trust grew sharply - up 21.0% during 2023, from $8M to $10M. Reported net income was $2M.
How have Abode Communities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Abode Communities's sponsor-wide assets grew 27.8%, from $8M to $11M.
Which 401(k) plans are similar in size to Abode Communities 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan in OR ($10M, 67 participants).
Which 401(k) plans cover a similar participant headcount to Abode Communities 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 956377511.

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.