401(k) · DOL Form 5500 · 2024

Ak Financial Group 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
31st
Percentile by assets National rank
$779,900
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Ak Financial Group 401(k) Profit Sharing Plan · Sponsored by Ak Financial Group · California · Finance & Insurance

$2M in assets, 3 participants

Ak Financial Group's Ak Financial Group 401(k) Profit Sharing Plan reported $2M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #1,706 in Finance & Insurance (8,549 peers)

2024 asset change

Ak Financial Group 401(k) Profit Sharing Plan grew sharply 16.4% in 2024 ($2M → $2M) for 3 participants.

#1,706
in Finance & Insurance (8,549 peers)
+16.4%
assets growth YoY

Ak Financial Group 401(k) Profit Sharing Plan among the smaller filed plans by assets

Ak Financial Group 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,339,699 31st percentile higher than 31% of 123,620 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 2024

Ak Financial Group 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ak Financial Group 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 934800872 · Ak Financial Group PY 2024 · 401(k)

Ak Financial Group 401(k) Profit Sharing Plan · $2M · 3 · 31st

  • PART $2M
  • PART 3
  • PART 31st
  • PART 401(k)
  • PART near Minor Moving LLC Dba Apple Moving 401(k) Plan
  • PART ind #1706

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 Finance & Insurance retirement plans → · Plans in California →

Ak Financial Group 401(k) Profit Sharing Plan in the asset neighbourhood

Ak Financial Group 401(k) Profit Sharing PlanAk Financial Group 401(k) Pr…$2MMinor Moving LLC Dba Apple Moving 401(k) PlanMinor Moving LLC Dba Apple M…$2MOperationsinc 401(k) Retirement PlanOperationsinc 401(k) Retirem…$2MVitality Living 401(k) Plan$2MForward Business Solutions 401(k) Profit Sharing PlanForward Business Solutions 4…$2M
End-of-year total assets ($M) among Ak Financial Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$329K
Employer EIN934800872
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ak Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ak Financial Group 401(k) Profit Sharing Plan, Total assets ($B): 0.002339699 · Participants: 3Ak Financial Group 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ak Financial Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Ak Financial Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Minor Moving LLC Dba Apple Moving 401(k) Plan in VA ($2M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ak Financial Group 401(k) Profit Sharing Plan assets move in 2024?
Ak Financial Group 401(k) Profit Sharing Plan grew sharply - up 16.4% during 2024, from $2M to $2M. Reported net income was $329K.
Which 401(k) plans are similar in size to Ak Financial Group 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Minor Moving LLC Dba Apple Moving 401(k) Plan in VA ($2M, 371 participants).
Which 401(k) plans cover a similar participant headcount to Ak Financial Group 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants, N/A in assets).