401(k) · DOL Form 5500 · 2023
Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 808
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $148,176
- Avg per participant Above avg balance/head
Official DOL plan name: Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan · Sponsored by Adviser Compliance Associates, LLC Dba Aca Group · Maryland · Professional & Technical Services
$120M in assets, 808 participants
Adviser Compliance Associates, LLC Dba Aca Group's Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan reported $120M in total assets and 808 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #19,012 in Professional & Technical Services (20,321 peers)
Where Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan sits by assets
Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan sits in the top 10% of all filed plans by assets, $120M for 808 participants (~$148,176/participant), up 88.2% in 2023.
- #19,012
- in Professional & Technical Services (20,321 peers)
- +88.2%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan's outsized position by total assets
Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$119,725,917 Top 8% higher than 92% 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
Adviser Compliance Associates, LLC Dba Aca Group 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. Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan sits mid-pack in the medium band (808 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan end-of-year assets rose from $64M in the plan year 2022 filing to $120M in the plan year 2023 filing.
- Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan reported participants rose from 640 in the plan year 2022 filing to 808 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 752987063 · Adviser Compliance Associates, LLC Dba Aca Group PY 2023 · 401(k)
Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan · $120M · 808 · 92nd
- RANK $120M
- PHOTO 808
- IND 92nd
- EOY 401(k)
- 5500 near Webcor Builders 401(k) Profit Sharing Plan
- ASSETS ind #19012
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 Maryland →
Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | $19M |
| Employer EIN | 752987063 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Adviser Compliance Associates, LLC Dba Aca Group)
Sponsor-wide plan assets over time
All Adviser Compliance Associates, LLC Dba Aca Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $141M 121.14223985728619% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 640 | $64M |
| 2023 | 1 | 808 | $120M |
| 2024 | 1 | 1,007 | $141M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Webcor Builders 401(k) Profit Sharing Plan in CA ($120M); by covered participants it is Capital City Bank Group, Inc. 401(k) Plan in FL (808 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
- Webcor Builders 401(k) Profit Sharing Plan (CA) $120M · 553
- Rockefeller Group International, Inc. Incentive Savings Plan (NY) $120M · 165
- Flexera Software LLC 401(k) Plan (IL) $120M · 494
- School of Visual Arts LLC Savings or Cash Option (NY) $120M · 1,638
Similar participant headcount
Nearest other-state filings by covered participants (808 participants); asset peers above are excluded.
- Capital City Bank Group, Inc. 401(k) Plan (FL) 808 · 0 off
- Harbourvest Partners, LLC 401(k) Plan (MA) 808 · 0 off
- Agile Sports Technologies, Inc. 401(k) Profit Sharing Plan (NE) 808 · 0 off
- Edelbrock Group 401(k) Retirement Plan (MS) 808 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.