401(k) · DOL Form 5500 · 2023

Acopia, LLC 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 211
Participants Below avg headcount: 67th
Percentile by assets National rank: $72,028
Avg per participant Below avg balance/head

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Official DOL plan name: Acopia 401(k) Plan · Sponsored by Acopia, LLC · Tennessee · Finance & Insurance

$15M in assets, 211 participants

Acopia, LLC's Acopia 401(k) Plan reported $15M in total assets and 211 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

#4,663 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Acopia 401(k) Plan covers 211 participants in Tennessee, about 19% of the average Tennessee filer (state average ~1,126 per filing). Assets: $15M.

#4,663
in Finance & Insurance (8,869 peers): +18.7%
assets growth YoY

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

Acopia 401(k) Plan vs every filed plan by assets

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

$15,197,942 Top 33% higher than 67% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Acopia 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. Acopia 401(k) Plan sits mid-pack in the medium band (211 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Acopia 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Acopia 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Acopia 401(k) Plan reported participants fell from 230 in the plan year 2022 filing to 211 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260777326 · Acopia, LLC PY 2023 · 401(k)

Acopia 401(k) Plan · $15M · 211 · 67th

ASSETS $15M
PCT 211
EIN 67th
RANK 401(k)
PHOTO near Hazen Paper Company Salary Investment 401(k) Plan
IND ind #4663

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 Tennessee →

End-of-year total assets ($M) among Acopia 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)	$13M
Net Assets (End of Year)	$15M
Net Income	$2M
Employer EIN	260777326
Plan Effective Date	2012-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Acopia, LLC)

Latest sponsor-wide plan assets: $15M 20.81981579526227% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	230	$13M
2023	1	211	$15M
2024	1	182	$15M

Nearby 401(k) Plans in Tennessee

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

Acopia 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $23.9B · 127,010
Hca 401(k) Plan $21.5B · 291,649
Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
International Paper Company Salaried Savings Plan $4.6B · 12,153
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487

Compare Acopia 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Hazen Paper Company Salary Investment 401(k) Plan in MA ($15M); by covered participants it is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Hazen Paper Company Salary Investment 401(k) Plan (MA) $15M · 173
Gpa Global and Its US Subsidiaries 401(k) Plan (MA) $15M · 171
Dap Health 401(k) Plan (CA) $15M · 248
Bankfirst 401(k) Profit Sharing Plan (NE) $15M · 100

Similar participant headcount

Nearest other-state filings by covered participants (211 participants); asset peers above are excluded.

Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan (OR) 211 · 0 off
Embrey Management Services, Ltd. 401(k) Plan (TX) 211 · 0 off
Endeavor Real Estate Group Ltd 401(k) Profit Sharing Plan (TX) 211 · 0 off
Care/of Retirement Plan (NY) 211 · 0 off

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 Acopia 401(k) Plan assets move in 2023? ▼

Acopia 401(k) Plan grew sharply - up 18.7% during 2023, from $13M to $15M. Reported net income was $2M.

How have Acopia, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Acopia, LLC's sponsor-wide assets grew 20.8%, from $13M to $15M.

Which 401(k) plans are similar in size to Acopia 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Hazen Paper Company Salary Investment 401(k) Plan in MA ($15M, 173 participants).

Which 401(k) plans cover a similar participant headcount to Acopia 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Infogroup Northwest, LLC Dba Ignw Retirement Savings Plan in OR (211 participants, N/A 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 260777326.