401(k) · DOL Form 5500 · 2024
Abacus Wealth Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 78
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $198,830
- Avg per participant Above avg balance/head
Official DOL plan name: Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan · Sponsored by Abacus Wealth Partners, LLC · California · Finance & Insurance
$16M in assets, 78 participants
Abacus Wealth Partners, LLC's Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan reported $16M in total assets and 78 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #4,202 in Finance & Insurance (8,549 peers)
Abacus Wealth Partners, LLC multi-year trail
Abacus Wealth Partners, LLC's plans moved +16.9% in assets from 2022 to 2024; this filing shows Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan at $16M / 78 participants.
- #4,202
- in Finance & Insurance (8,549 peers)
- -1.1%
- assets change YoY
The plan reported a net loss of $177K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,508,770 Top 35% higher than 65% 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
Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan is a small filing (78 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to -$177K in the plan year 2024 filing.
- Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan reported participants rose from 75 in the plan year 2023 filing to 78 in the plan year 2024 filing.
- Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 651193184 · Abacus Wealth Partners, LLC PY 2024 · 401(k)
Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan · $16M · 78 · 65th
- SCH $16M
- EBSA 78
- PART 65th
- TYPE 401(k)
- NET near The Register-Guard 401(k) Employee Retirement Plan
- BOOK ind #4202
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 California →
Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Abacus Wealth Partners, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Abacus Wealth Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 16.896132149686853% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 80 | $13M |
| 2023 | 1 | 75 | $16M |
| 2024 | 1 | 78 | $16M |
Abacus Wealth Partners, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$177K |
| Employer EIN | 651193184 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Abacus Wealth Partners, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is The Register-Guard 401(k) Employee Retirement Plan in OR ($16M); by covered participants it is Altro USA, Inc. Retirement Plan in MA (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- The Register-Guard 401(k) Employee Retirement Plan (OR) $16M · 2
- Blue Raven Solutions LLC 401(k) Plan (NJ) $16M · 167
- Amana Society 401(k) Plan (IA) $16M · 150
- Dawn Foods Union Retirement Savings Plan (MI) $16M · 176
Similar participant headcount
Nearest other-state filings by covered participants (78 participants); asset peers above are excluded.
- Altro USA, Inc. Retirement Plan (MA) 78 · 0 off
- Avb Bank 401(k) Profit Sharing Plan (OK) 78 · 0 off
- Logix Inc 401(k) Profit Sharing Plan & Trust (MA) 78 · 0 off
- Midland Metal Products Co., Retirement Benefits Plan (IL) 78 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.