401(k) · DOL Form 5500 · 2024
Acolad, Inc. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 63rd
- Percentile by assets National rank
- $111,429
- Avg per participant Below avg balance/head
Official DOL plan name: Acolad Retirement Savings Plan · Sponsored by Acolad, Inc. · Wisconsin · Professional & Technical Services
$14M in assets, 128 participants
Acolad, Inc.'s Acolad Retirement Savings Plan reported $14M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.
- #12,587 in Professional & Technical Services (20,173 peers)
Coverage in Wisconsin
Acolad Retirement Savings Plan covers 128 participants in Wisconsin, about 23% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.
- #12,587
- in Professional & Technical Services (20,173 peers)
- +14.3%
- assets growth YoY
Acolad Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Acolad Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$14,262,897 Top 37% higher than 63% 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
Acolad Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Acolad Retirement Savings Plan sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Acolad Retirement Savings Plan reported net income rose from -$487K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Acolad Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Acolad Retirement Savings Plan reported participants fell from 142 in the plan year 2023 filing to 128 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 411881957 · Acolad, Inc. PY 2024 · 401(k)
Acolad Retirement Savings Plan · $14M · 128 · 63rd
- EBSA $14M
- PART 128
- TYPE 63rd
- NET 401(k)
- BOOK near Hawaii Community Foundation 401(k) Profit Sharing Plan
- VS-ST ind #12587
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 Wisconsin →
Acolad Retirement Savings Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 411881957 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Acolad, Inc.)
Sponsor-wide plan assets over time
All Acolad, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 9.962201810276325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 117 | $13M |
| 2023 | 1 | 142 | $12M |
| 2024 | 1 | 128 | $14M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Acolad Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Hawaii Community Foundation 401(k) Profit Sharing Plan in HI ($14M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Hawaii Community Foundation 401(k) Profit Sharing Plan (HI) $14M · 86
- Alcom Printing Group, Inc. 401(k) Plan (PA) $14M · 129
- Ginger Labs 401(k) Plan (CA) $14M · 67
- Covenant Group Holdings, L.P. 401(k) Plan (TX) $14M · 3,588
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Kingland Systems, LLC 401(k) Plan (IA) 128 · 0 off
- Maval Industries, LLC 401(k) Plan (OH) 128 · 0 off
- Almaden 401(k) Plan (CA) 128 · 0 off
- Ceco/Itg 401(k) Savings Plan (MD) 128 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.