401(k) · DOL Form 5500 · 2023

Accellion USA, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
104
Participants Small participant base
66th
Percentile by assets National rank
$138,945
Avg per participant Near avg balance/head
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Official DOL plan name: Accellion USA, LLC 401(k) Plan · Sponsored by Accellion USA, LLC · California · Professional & Technical Services

$14M in assets, 104 participants

Accellion USA, LLC's Accellion USA, LLC 401(k) Plan reported $14M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #13,359 in Professional & Technical Services (20,321 peers)

Coverage in California

Accellion USA, LLC 401(k) Plan covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $14M.

#13,359
in Professional & Technical Services (20,321 peers)
+29.3%
assets growth YoY

Accellion USA, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Accellion USA, LLC 401(k) Plan vs every filed plan by assets

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

$14,450,331 Top 34% higher than 66% 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

Accellion USA, LLC 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. Accellion USA, LLC 401(k) Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Accellion USA, LLC 401(k) Plan reported net income rose from -$879K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Accellion USA, LLC 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Accellion USA, LLC 401(k) Plan reported participants rose from 89 in the plan year 2022 filing to 104 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 850770328 · Accellion USA, LLC PY 2023 · 401(k)

Accellion USA, LLC 401(k) Plan · $14M · 104 · 66th

  • ASSETS $14M
  • PCT 104
  • EIN 66th
  • RANK 401(k)
  • PHOTO near Hoefer Welker, LLC 401(k) Plan
  • IND ind #13359

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 California →

Accellion USA, LLC 401(k) Plan in the asset neighbourhood

Accellion USA, LLC 401(k) PlanAccellion USA, LLC 401(k) Pl…$14MHoefer Welker, LLC 401(k) PlanHoefer Welker, LLC 401(k) Pl…$14MPeterson Co. Retirement Savings PlanPeterson Co. Retirement Savi…$14MInterra International, LLC 401(k) PlanInterra International, LLC 4…$14MMartin Snow 401(k) Savings PlanMartin Snow 401(k) Savings P…$14M
End-of-year total assets ($M) among Accellion USA, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN850770328
Plan Effective Date2000-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Accellion USA, LLC)

Sponsor-wide plan assets over time

All Accellion USA, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$18M 63.01457542654797% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11.2M $18.2M ▲ +63.0%
Year Plans Participants Total Assets
2022 1 89 $11M
2023 1 104 $14M
2024 1 114 $18M

Nearby 401(k) Plans in California

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

Accellion USA, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Accellion USA, LLC 401(k) Plan, Total assets ($B): 0.014450331 · Participants: 104Accellion USA, LLC 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Accellion USA, LLC 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Accellion USA, LLC 401(k) Plan side-by-side with 3 peers →

Accellion USA, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hoefer Welker, LLC 401(k) Plan in MO ($14M); by covered participants it is Penn Automotive, Inc. 401(k) Plan in MI (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Accellion USA, LLC 401(k) Plan assets move in 2023? ▼
Accellion USA, LLC 401(k) Plan grew sharply - up 29.3% during 2023, from $11M to $14M. Reported net income was $3M.
How have Accellion USA, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Accellion USA, LLC's sponsor-wide assets grew 63.0%, from $11M to $18M.
Which 401(k) plans are similar in size to Accellion USA, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hoefer Welker, LLC 401(k) Plan in MO ($14M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Accellion USA, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penn Automotive, Inc. 401(k) Plan in MI (104 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 850770328.

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.