401(k) · DOL Form 5500 · 2023

Acieta LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
103
Participants Small participant base
69th
Percentile by assets National rank
$163,710
Avg per participant Above avg balance/head
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Official DOL plan name: Acieta Retirement Plan · Sponsored by Acieta LLC · Wisconsin · Professional & Technical Services

$17M in assets, 103 participants

Acieta LLC's Acieta Retirement Plan reported $17M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #13,998 in Professional & Technical Services (20,321 peers)

Coverage in Wisconsin

Acieta Retirement Plan covers 103 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#13,998
in Professional & Technical Services (20,321 peers)
+22.3%
assets growth YoY

Acieta Retirement Plan's outsized position by total assets

Acieta Retirement Plan vs every filed plan by assets

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

$16,862,168 Top 31% higher than 69% 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

Acieta Retirement 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. Acieta Retirement Plan sits mid-pack in the medium band (103 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Acieta Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Acieta Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 465034509 · Acieta LLC PY 2023 · 401(k)

Acieta Retirement Plan · $17M · 103 · 69th

  • PCT $17M
  • PCT 103
  • PCT 69th
  • PCT 401(k)
  • PCT near Lcb Senior Living LLC 401(k) Profit Sharing Plan
  • PCT ind #13998

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 Wisconsin →

Acieta Retirement Plan in the asset neighbourhood

Acieta Retirement Plan$17MLcb Senior Living LLC 401(k) Profit Sharing PlanLcb Senior Living LLC 401(k)…$17MPhenomebio Inc. 401(k) Plan$17MExb Solutions Inc 401(k) Profit Sharing PlanExb Solutions Inc 401(k) Pro…$17MIncom, Inc. Profit Sharing & Retirement Savings PlanIncom, Inc. Profit Sharing &…$17M
End-of-year total assets ($M) among Acieta Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN465034509
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Acieta LLC)

Sponsor-wide plan assets over time

All Acieta LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 31.53661268816202% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $18.1M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 104 $14M
2023 1 103 $17M
2024 1 109 $18M

Nearby 401(k) Plans in Wisconsin

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

Acieta Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Acieta Retirement Plan, Total assets ($B): 0.016862168 · Participants: 103Acieta Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Acieta Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Acieta Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Lcb Senior Living LLC 401(k) Profit Sharing Plan in MA ($17M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 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 Acieta Retirement Plan assets move in 2023? ▼
Acieta Retirement Plan grew sharply - up 22.3% during 2023, from $14M to $17M. Reported net income was $3M.
How have Acieta LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Acieta LLC's sponsor-wide assets grew 31.5%, from $14M to $18M.
Which 401(k) plans are similar in size to Acieta Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lcb Senior Living LLC 401(k) Profit Sharing Plan in MA ($17M, 1,934 participants).
Which 401(k) plans cover a similar participant headcount to Acieta Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 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 465034509.

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.