401(k)
2023 plan-year 401(k) DOL Form 5500

ACCO SAVINGS AND INVESTMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ACCO ENGINEERED SYSTEMS, INC.

This 401(k) plan holds $254M in total assets and serves 1,423 participants as of 2023. It is sponsored by ACCO ENGINEERED SYSTEMS, INC. in California. The plan reported positive net income of $56M for the year.

Total Assets (2023)
$254M
Participants
1,423
State
Industry
Construction

What the Filing Says About ACCO SAVINGS AND INVESTMENT PLAN

ACCO SAVINGS AND INVESTMENT PLAN is a 401(k) retirement plan sponsored by ACCO ENGINEERED SYSTEMS, INC., headquartered in California. As of the 2023 Form 5500 filing, the plan reports $254M in total end-of-year assets and covers 1,423 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 951625123, and the plan has been effective since 1993-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $198M at the beginning of 2023 to $254M at year-end — a gain of 28.2%. Net assets (after liabilities) closed the year at $254M, with reported net income of $56M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$198M
Total Assets (End of Year)$254M
Net Assets (End of Year)$254M
Net Income$56M
Plan Type401(k)
Employer EIN951625123
Plan Effective Date1993-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ACCO ENGINEERED SYSTEMS, INC.)

Year Plans Participants Total Assets
2022 2 2,625 $1.4B
2023 2 2,820 $1.7B

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the ACCO SAVINGS AND INVESTMENT PLAN?
As of the 2023 Form 5500 filing, ACCO SAVINGS AND INVESTMENT PLAN holds $254M in total assets with 1,423 participants. It is sponsored by ACCO ENGINEERED SYSTEMS, INC..
What type of plan is ACCO SAVINGS AND INVESTMENT PLAN?
ACCO SAVINGS AND INVESTMENT PLAN is a 401(k) plan. It has been effective since 1993-10-01. The plan is filed with the U.S. Department of Labor under EIN 951625123.
Who sponsors the ACCO SAVINGS AND INVESTMENT PLAN?
ACCO SAVINGS AND INVESTMENT PLAN is sponsored by ACCO ENGINEERED SYSTEMS, INC., located in California. The sponsor's EIN is 951625123 and the plan operates in the Construction industry.
How did ACCO SAVINGS AND INVESTMENT PLAN perform in 2023?
ACCO SAVINGS AND INVESTMENT PLAN grew by 28.2% during 2023, moving from $198M to $254M in total assets. Net income was $56M.
Where can I find official filings for ACCO SAVINGS AND INVESTMENT PLAN?
Official Form 5500 filings for ACCO SAVINGS AND INVESTMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951625123 or plan name at efast.dol.gov.
How does ACCO SAVINGS AND INVESTMENT PLAN compare to other plans?
You can compare ACCO SAVINGS AND INVESTMENT PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 951625123.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.