401(k) · DOL Form 5500 · 2023

Acord Companies 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
147
Participants Small participant base
34th
Percentile by assets National rank
$17,537
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: 401(k) Profit-Sharing Plan for Employees of Acord Companies · Sponsored by Acord Companies · Oklahoma · Transportation & Warehousing

$3M in assets, 147 participants

Acord Companies's 401(k) Profit-Sharing Plan for Employees of Acord Companies reported $3M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #1,104 in Transportation & Warehousing (3,362 peers)

Coverage in Oklahoma

401(k) Profit-Sharing Plan for Employees of Acord Companies covers 147 participants in Oklahoma, about 19% of the average Oklahoma filer (state average ~760 per filing). Assets: $3M.

#1,104
in Transportation & Warehousing (3,362 peers)
+22.1%
assets growth YoY

401(k) Profit-Sharing Plan for Employees of Acord Companies's mid-pack asset rank among Transportation & Warehousing and all filers

401(k) Profit-Sharing Plan for Employees of Acord Companies vs every filed plan by assets

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

$2,577,991 34th percentile higher than 34% 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

401(k) Profit-Sharing Plan for Employees of Acord Companies 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. 401(k) Profit-Sharing Plan for Employees of Acord Companies sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Profit-Sharing Plan for Employees of Acord Companies reported net income rose from -$378K in the plan year 2022 filing to $466K in the plan year 2023 filing.
  • 401(k) Profit-Sharing Plan for Employees of Acord Companies reported participants rose from 104 in the plan year 2022 filing to 147 in the plan year 2023 filing.
  • 401(k) Profit-Sharing Plan for Employees of Acord Companies end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 731095633 · Acord Companies PY 2023 · 401(k)

401(k) Profit-Sharing Plan for Employees of Acord Companies · $3M · 147 · 34th

  • TYPE $3M
  • NET 147
  • BOOK 34th
  • VS-ST 401(k)
  • BOY near Meridian Dental, PLLC 401(k) Profit Sharing Plan
  • SCH ind #1104

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 Transportation & Warehousing retirement plans → · Plans in Oklahoma →

401(k) Profit-Sharing Plan for Employees of Acord Companies in the asset neighbourhood

401(k) Profit-Sharing Plan for Employees of Acord Companies401(k) Profit-Sharing Plan f…$3MMeridian Dental, PLLC 401(k) Profit Sharing PlanMeridian Dental, PLLC 401(k)…$3MHadley 401(k) Plan$3MCommunities for People, Inc. Profit Sharing PlanCommunities for People, Inc.…$3MVolver Investment Partners, LLC 401(k)Volver Investment Partners, …$3M
End-of-year total assets ($M) among 401(k) Profit-Sharing Plan for Employees of Acord Companies and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$466K
Employer EIN731095633
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Acord Companies)

Sponsor-wide plan assets over time

All Acord Companies plans reported in each filing year

Latest sponsor-wide plan assets
$3M 29.707144477506475% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.11M $2.74M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 104 $2M
2023 1 147 $3M
2024 1 119 $3M

Nearby 401(k) Plans in Oklahoma

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

401(k) Profit-Sharing Plan for Employees of Acord Companies vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants 401(k) Profit-Sharing Plan for Employees of Acord Companies, Total assets ($B): 0.002577991 · Participants: 147401(k) Profit-Sharing Plan for Employees of Acord CompaniesQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
401(k) Profit-Sharing Plan for Employees of Acord Companies vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare 401(k) Profit-Sharing Plan for Employees of Acord Companies side-by-side with 3 peers →

401(k) Profit-Sharing Plan for Employees of Acord Companies's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Meridian Dental, PLLC 401(k) Profit Sharing Plan in ID ($3M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

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 401(k) Profit-Sharing Plan for Employees of Acord Companies assets move in 2023? ▼
401(k) Profit-Sharing Plan for Employees of Acord Companies grew sharply - up 22.1% during 2023, from $2M to $3M. Reported net income was $466K.
How have Acord Companies plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Acord Companies's sponsor-wide assets grew 29.7%, from $2M to $3M.
Which 401(k) plans are similar in size to 401(k) Profit-Sharing Plan for Employees of Acord Companies? ▼
Among 401(k) plans in other states, the closest by assets is Meridian Dental, PLLC 401(k) Profit Sharing Plan in ID ($3M, 27 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Profit-Sharing Plan for Employees of Acord Companies? ▼
Among 401(k) plans in other states, the closest by covered participants is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants, $7M 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 731095633.

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.