401(k) · DOL Form 5500 · 2024

Accordion Partners, LLC 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
431
Participants Below avg headcount
84th
Percentile by assets National rank
$112,520
Avg per participant Below avg balance/head
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Official DOL plan name: Accordion Partners 401(k) Plan · Sponsored by Accordion Partners, LLC · New York · Professional & Technical Services

$48M in assets, 431 participants

Accordion Partners, LLC's Accordion Partners 401(k) Plan reported $48M in total assets and 431 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,055 in Professional & Technical Services (20,173 peers)

Where Accordion Partners 401(k) Plan sits by assets

Accordion Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $48M for 431 participants (~$112,520/participant), up 63.4% in 2024.

#17,055
in Professional & Technical Services (20,173 peers)
+63.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Accordion Partners 401(k) Plan's outsized position by total assets

Accordion Partners 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$48,496,254 Top 16% higher than 84% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Accordion Partners 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. Accordion Partners 401(k) Plan sits mid-pack in the medium band (431 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Accordion Partners 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Accordion Partners 401(k) Plan reported participants rose from 351 in the plan year 2023 filing to 431 in the plan year 2024 filing.
  • Accordion Partners 401(k) Plan reported net income rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 264029427 · Accordion Partners, LLC PY 2024 · 401(k)

Accordion Partners 401(k) Plan · $48M · 431 · 84th

  • NET $48M
  • BOOK 431
  • VS-ST 84th
  • BOY 401(k)
  • SCH near Huizenga Manufacturing Group Retirement Savings Plan
  • EBSA ind #17055

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 New York →

Accordion Partners 401(k) Plan in the asset neighbourhood

The Fortiss Group 401(k) Plan$49MAccordion Partners 401(k) PlanAccordion Partners 401(k) Pl…$48MHuizenga Manufacturing Group Retirement Savings PlanHuizenga Manufacturing Group…$49MEndologix Savings Plan$49MAltasciences USA LLC 401(k) PlanAltasciences USA LLC 401(k) …$48M
End-of-year total assets ($M) among Accordion Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$48M
Net Income$17M
Employer EIN264029427
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Accordion Partners, LLC)

Sponsor-wide plan assets over time

All Accordion Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$48M 218.4551669467647% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 202220232024 $15.2M $48.5M ▲ +218.5%
Year Plans Participants Total Assets
2022 1 188 $15M
2023 1 351 $30M
2024 1 431 $48M

Nearby 401(k) Plans in New York

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

Accordion Partners 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Accordion Partners 401(k) Plan, Total assets ($B): 0.048496254 · Participants: 431Accordion Partners 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Accordion Partners 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Accordion Partners 401(k) Plan side-by-side with 3 peers →

Accordion Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Huizenga Manufacturing Group Retirement Savings Plan in MI ($49M); by covered participants it is Venerable 401(k) Savings Plan in PA (431 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (431 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Accordion Partners 401(k) Plan assets move in 2024? ▼
Accordion Partners 401(k) Plan surged - up 63.4% during 2024, from $30M to $48M. Reported net income was $17M.
How have Accordion Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Accordion Partners, LLC's sponsor-wide assets grew 218.5%, from $15M to $48M.
Where does Accordion Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Accordion Partners 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Accordion Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Huizenga Manufacturing Group Retirement Savings Plan in MI ($49M, 720 participants).
Which 401(k) plans cover a similar participant headcount to Accordion Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Venerable 401(k) Savings Plan in PA (431 participants, $88M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 264029427.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.