Accentra Capital, LLC Retirement Plan

401(k) · DOL Form 5500 · 2023

What the Filing Says About Accentra Capital, LLC Retirement Plan

Accentra Capital, LLC Retirement Plan is a 401(k) retirement plan sponsored by Accentra Capital, LLC, headquartered in Oklahoma. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $777K in total end-of-year assets and covers 124 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 843867733, and the plan has been effective since 2020-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets surged from $459K at the beginning of 2023 to $777K at year-end - up 69.2%. Net assets (after liabilities) closed the year at $777K, with reported net income of $318K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Accentra Capital, LLC has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $459K to $777K, a gain of 69.2%, while reported participants moved from 113 to 124 (+9.7%). Year-by-year, sponsor-wide filings show: 2022 - $459K in assets across 1 plan covering 113 participants; 2023 - $777K in assets across 1 plan covering 124 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Accentra Capital, LLC Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.