401(k) · DOL Form 5500 · 2024
Account Acumen LLC 401(k) Plan
Data updated 2026-08-25
- $9K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $1,553
- Avg per participant Low balance/head
Official DOL plan name: Account Acumen LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Account Acumen LLC · Illinois · Other Services
$9K in assets, 6 participants
Account Acumen LLC's Account Acumen LLC 401(k) Profit Sharing Plan & Trust reported $9K in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 1st 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.
- #222 in Other Services (7,719 peers)
Account Acumen LLC multi-year trail
Account Acumen LLC's plans moved -44.5% in assets from 2022 to 2024; this filing shows Account Acumen LLC 401(k) Profit Sharing Plan & Trust at $9K / 6 participants.
- #222
- in Other Services (7,719 peers)
- -19.6%
- assets change YoY
The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Account Acumen LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Account Acumen LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,315 1st percentile higher than 1% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Account Acumen LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Account Acumen LLC 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Account Acumen LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$5K in the plan year 2023 filing to -$2K in the plan year 2024 filing.
- Account Acumen LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 9 in the plan year 2023 filing to 6 in the plan year 2024 filing.
- Account Acumen LLC 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $12K in the plan year 2023 filing to $9K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 820830865 · Account Acumen LLC PY 2024 · 401(k)
Account Acumen LLC 401(k) Profit Sharing Plan & Trust · $9K · 6 · 1st
- ASSETS $9K
- PCT 6
- EIN 1st
- RANK 401(k)
- PHOTO near Swanstadt Inc. 401(k) Plan
- IND ind #222
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 Other Services retirement plans → · Plans in Illinois →
Account Acumen LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Account Acumen LLC multi-year asset trail
Sponsor-wide plan assets over time
All Account Acumen LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9K 44.517243433200306% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 16 | $17K |
| 2023 | 1 | 9 | $12K |
| 2024 | 1 | 6 | $9K |
Account Acumen LLC filing trail (2024)
| Total Assets (Beginning of Year) | $12K |
|---|---|
| Net Assets (End of Year) | $9K |
| Net Income | -$2K |
| Employer EIN | 820830865 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Account Acumen LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Swanstadt Inc. 401(k) Plan in TX ($9K); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.