401(k) · DOL Form 5500 · 2024
Ac Investment Management LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 19
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $71,116
- Avg per participant Below avg balance/head
Official DOL plan name: Ac Investment Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Ac Investment Management LLC · New York · Finance & Insurance
$1M in assets, 19 participants
Ac Investment Management LLC's Ac Investment Management LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #1,320 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Ac Investment Management LLC 401(k) Profit Sharing Plan & Trust holds $1M for 19 participants - about $71,116 per participant, in the lower half of filed plans by assets.
- #1,320
- in Finance & Insurance (8,549 peers)
- +3.6%
- assets growth YoY
Ac Investment Management LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Ac Investment Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,351,208 26th percentile higher than 26% 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
Ac Investment Management LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ac Investment Management LLC 401(k) Profit Sharing Plan & Trust is a small filing (19 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 830449768 · Ac Investment Management LLC PY 2024 · 401(k)
Ac Investment Management LLC 401(k) Profit Sharing Plan & Trust · $1M · 19 · 26th
- VS-ST $1M
- VS-ST 19
- VS-ST 26th
- VS-ST 401(k)
- VS-ST near American Carbon 401(k) Plan
- VS-ST ind #1320
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 New York →
Ac Investment Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $47K |
| Employer EIN | 830449768 |
| Plan Effective Date | 1997-03-26 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Ac Investment Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is American Carbon 401(k) Plan in WI ($1M); by covered participants it is Handsome Holdings, Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.
- Handsome Holdings, Inc. 401(k) Plan (TX) 19 · 0 off
- American Interstate Bancorporation 401(k) Plan & Trust (NE) 19 · 0 off
- Wings South, Inc 401(k) Plan (SC) 19 · 0 off
- J&j Furniture, Inc. 401(k) Profit Sharing Plan (MD) 19 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.