401(k) · DOL Form 5500 · 2024
Acumatica, Inc. 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 207
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $87,558
- Avg per participant Below avg balance/head
Official DOL plan name: Acumatica, Inc. 401(k) Plan · Sponsored by Acumatica, Inc. · Washington · Professional & Technical Services
$18M in assets, 207 participants
Acumatica, Inc.'s Acumatica, Inc. 401(k) Plan reported $18M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.
- #13,631 in Professional & Technical Services (20,173 peers)
Coverage in Washington
Acumatica, Inc. 401(k) Plan covers 207 participants in Washington, about 14% of the average Washington filer (state average ~1,476 per filing). Assets: $18M.
- #13,631
- in Professional & Technical Services (20,173 peers)
- +34.4%
- assets growth YoY
Acumatica, Inc. 401(k) Plan's outsized position by total assets
Acumatica, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,124,459 Top 32% higher than 68% 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
Acumatica, Inc. 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. Acumatica, Inc. 401(k) Plan sits mid-pack in the medium band (207 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Acumatica, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $18M in the plan year 2024 filing.
- Acumatica, Inc. 401(k) Plan reported participants rose from 201 in the plan year 2023 filing to 207 in the plan year 2024 filing.
DOL schedule card
Filing strip 263224552 · Acumatica, Inc. PY 2024 · 401(k)
Acumatica, Inc. 401(k) Plan · $18M · 207 · 68th
- BOY $18M
- BOY 207
- BOY 68th
- BOY 401(k)
- BOY near O'neill Healthcare 401(k) Plan
- BOY ind #13631
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 Washington →
Acumatica, Inc. 401(k) Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $5M |
| Employer EIN | 263224552 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Acumatica, Inc.)
Sponsor-wide plan assets over time
All Acumatica, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 106.54752991410331% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $9M |
| 2023 | 1 | 201 | $13M |
| 2024 | 1 | 207 | $18M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
- Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
- Costco 401(k) Retirement Plan $41.0B · 202,468
- Amazon 401(k) Plan $34.6B · 1,209,303
- 401(k) Savings Plan $10.1B · 86,668
Acumatica, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is O'neill Healthcare 401(k) Plan in OH ($18M); by covered participants it is California Retina Associates 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- O'neill Healthcare 401(k) Plan (OH) $18M · 961
- I.U.P.a.T Local 447 Deferred Savings Plan (IA) $18M · 158
- Eurark LLC 401(k) Profit Sharing Plan & Trust (AR) $18M · 143
- The Hampshire Companies, LLC 401(k) Plan (NJ) $18M · 69
Similar participant headcount
Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.
- California Retina Associates 401(k) Plan (CA) 207 · 0 off
- The Las Olas Company, Inc. 401(k) Plan (FL) 207 · 0 off
- Gmfs, LLC 401(k) Plan (LA) 207 · 0 off
- The Simon Konover Company 401(k) Savings Plan (CT) 207 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.