401(k) · DOL Form 5500 · 2024
Akuna Capital LLC 401(k) Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 297
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $129,082
- Avg per participant Near avg balance/head
Official DOL plan name: Akuna Capital LLC 401(k) Plan · Sponsored by Akuna Capital LLC · Illinois · Finance & Insurance
$38M in assets, 297 participants
Akuna Capital LLC's Akuna Capital LLC 401(k) Plan reported $38M in total assets and 297 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #6,011 in Finance & Insurance (8,549 peers)
Coverage in Illinois
Akuna Capital LLC 401(k) Plan covers 297 participants in Illinois, about 38% of the average Illinois filer (state average ~779 per filing). Assets: $38M.
- #6,011
- in Finance & Insurance (8,549 peers)
- +26.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Akuna Capital LLC 401(k) Plan's outsized position by total assets
Akuna Capital LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,337,393 Top 19% higher than 81% 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
Akuna Capital LLC 401(k) 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. Akuna Capital LLC 401(k) Plan sits mid-pack in the medium band (297 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Akuna Capital LLC 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Akuna Capital LLC 401(k) Plan reported participants fell from 345 in the plan year 2023 filing to 297 in the plan year 2024 filing.
- Akuna Capital LLC 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 274213219 · Akuna Capital LLC PY 2024 · 401(k)
Akuna Capital LLC 401(k) Plan · $38M · 297 · 81st
- EBSA $38M
- PART 297
- TYPE 81st
- NET 401(k)
- BOOK near Mccarthy Tire Service Company 401(k) Profit Sharing Plan
- VS-ST ind #6011
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 Illinois →
Akuna Capital LLC 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $8M |
| Employer EIN | 274213219 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Akuna Capital LLC)
Sponsor-wide plan assets over time
All Akuna Capital LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 73.04367235017321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 302 | $22M |
| 2023 | 1 | 345 | $30M |
| 2024 | 1 | 297 | $38M |
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
Akuna Capital LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Mccarthy Tire Service Company 401(k) Profit Sharing Plan in PA ($38M); by covered participants it is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (297 participants); asset peers above are excluded.
- Florida Credit Union 401(k) Profit Sharing Plan and Trust (FL) 297 · 0 off
- Centrus Savings Program (MD) 297 · 0 off
- Haztek, Inc. 401(k) P/S Plan (NJ) 297 · 0 off
- Nittany Oil Company, Inc. 401(k) Plan (PA) 297 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.