401(k) · DOL Form 5500 · 2024

Abbott Capital Management, LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
55
Participants Small participant base
84th
Percentile by assets National rank
$862,068
Avg per participant High balance/head
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Official DOL plan name: Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust · Sponsored by Abbott Capital Management, LLC · New York · Finance & Insurance

$47M in assets, 55 participants

Abbott Capital Management, LLC's Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust reported $47M in total assets and 55 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.

  • #6,363 in Finance & Insurance (8,549 peers)

Where Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust sits by assets

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $47M for 55 participants (~$862,068/participant), up 9.7% in 2024.

#6,363
in Finance & Insurance (8,549 peers)
+9.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust's outsized position by total assets

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust vs every filed plan by assets

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

$47,413,744 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

Abbott Capital Management, LLC Employees' 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. Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust reported participants rose from 46 in the plan year 2023 filing to 55 in the plan year 2024 filing.
  • Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust end-of-year assets rose from $43M in the plan year 2023 filing to $47M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043376204 · Abbott Capital Management, LLC PY 2024 · 401(k)

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust · $47M · 55 · 84th

  • SCH $47M
  • SCH 55
  • SCH 84th
  • SCH 401(k)
  • SCH near Bankers Finance Capital Corp. Employee 401(k) Plan
  • SCH ind #6363

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 →

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust in the asset neighbourhood

Bankers Finance Capital Corp. Employee 401(k) PlanBankers Finance Capital Corp…$47MR.C. Hedreen Company Retirement Savings PlanR.C. Hedreen Company Retirem…$47MLloyd's Register 401(k) Plan$47MAbbott Capital Management, LLC Employees' Profit Sharing Plan & TrustAbbott Capital Management, L…$47MLanier & Associates Retirement PlanLanier & Associates Retireme…$47M
End-of-year total assets ($M) among Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$47M
Net Income$4M
Employer EIN043376204
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Abbott Capital Management, LLC)

Sponsor-wide plan assets over time

All Abbott Capital Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$47M 40.48940498412663% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.8M $47.4M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 54 $34M
2023 1 46 $43M
2024 1 55 $47M

Nearby 401(k) Plans in New York

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

Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust, Total assets ($B): 0.047413744 · Participants: 55Abbott Capital Management, LLC Employees' Profit Sharing Plan & TrustIBM 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
Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust side-by-side with 3 peers →

Abbott Capital Management, LLC Employees' 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 Bankers Finance Capital Corp. Employee 401(k) Plan in MD ($47M); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust assets move in 2024? ▼
Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust grew at a solid clip - up 9.7% during 2024, from $43M to $47M. Reported net income was $4M.
How have Abbott Capital Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Abbott Capital Management, LLC's sponsor-wide assets grew 40.5%, from $34M to $47M.
Where does Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust 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 Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bankers Finance Capital Corp. Employee 401(k) Plan in MD ($47M, 298 participants).
Which 401(k) plans cover a similar participant headcount to Abbott Capital Management, LLC Employees' Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants, $4M 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 043376204.

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.