401(k) · DOL Form 5500 · 2024

Accumen Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
353
Participants Below avg headcount
71st
Percentile by assets National rank
$57,882
Avg per participant Low balance/head
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Official DOL plan name: Accumen 401(k) Plan · Sponsored by Accumen Inc. · Arizona · Healthcare & Social Assistance

$20M in assets, 353 participants

Accumen Inc.'s Accumen 401(k) Plan reported $20M in total assets and 353 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,703 in Healthcare & Social Assistance (16,916 peers)

Accumen Inc. multi-year trail

Accumen Inc.'s plans moved +45.0% in assets from 2022 to 2024; this filing shows Accumen 401(k) Plan at $20M / 353 participants.

#12,703
in Healthcare & Social Assistance (16,916 peers)
+17.3%
assets growth YoY

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

Accumen 401(k) Plan vs every filed plan by assets

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

$20,432,352 Top 29% higher than 71% 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

Accumen 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. Accumen 401(k) Plan sits mid-pack in the medium band (353 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Accumen 401(k) Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Accumen 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Accumen 401(k) Plan reported participants fell from 369 in the plan year 2023 filing to 353 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 451992371 · Accumen Inc. PY 2024 · 401(k)

Accumen 401(k) Plan · $20M · 353 · 71st

  • EBSA $20M
  • EBSA 353
  • EBSA 71st
  • EBSA 401(k)
  • EBSA near Lmt Onsrud LP Retirement Savings Plan
  • EBSA ind #12703

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Accumen 401(k) Plan in the asset neighbourhood

Accumen 401(k) Plan$20MLmt Onsrud LP Retirement Savings PlanLmt Onsrud LP Retirement Sav…$20MLoop-Loc, Ltd. 401(k) Plan$20MLiquid Transport LLC 401(k) and Profit Sharing PlanLiquid Transport LLC 401(k) …$20MCso Architects, Inc. 401(k) PlanCso Architects, Inc. 401(k) …$20M
End-of-year total assets ($M) among Accumen 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Accumen Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Accumen Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 45.01422473339936% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.1M $20.4M ▲ +45.0%
Year Plans Participants Total Assets
2022 1 313 $14M
2023 1 369 $17M
2024 1 353 $20M

Accumen Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN451992371
Plan Effective Date2020-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Accumen 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Accumen 401(k) Plan, Total assets ($B): 0.020432352 · Participants: 353Accumen 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Accumen 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Accumen 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Lmt Onsrud LP Retirement Savings Plan in IL ($20M); by covered participants it is Extraco Corporation Retirement Plan in TX (353 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (353 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 Accumen 401(k) Plan assets move in 2024? ▼
Accumen 401(k) Plan grew sharply - up 17.3% during 2024, from $17M to $20M. Reported net income was $3M.
How have Accumen Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Accumen Inc.'s sponsor-wide assets grew 45.0%, from $14M to $20M.
Which 401(k) plans are similar in size to Accumen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lmt Onsrud LP Retirement Savings Plan in IL ($20M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Accumen 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Extraco Corporation Retirement Plan in TX (353 participants, $60M 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 451992371.

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.