401(k) · DOL Form 5500 · 2024

Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
1,007
Participants Near avg headcount
93rd
Percentile by assets National rank
$139,714
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan · Sponsored by Adviser Compliance Associates, LLC Dba Aca Group · Maryland · Professional & Technical Services

$141M in assets, 1,007 participants

Adviser Compliance Associates, LLC Dba Aca Group's Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan reported $141M in total assets and 1,007 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #18,912 in Professional & Technical Services (20,173 peers)

Where Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan sits by assets

Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan sits in the top 10% of all filed plans by assets, $141M for 1,007 participants (~$139,714/participant), up 17.5% in 2024.

#18,912
in Professional & Technical Services (20,173 peers)
+17.5%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan's outsized position by total assets

Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan vs every filed plan by assets

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

$140,691,739 Top 7% higher than 93% 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

Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan lands in the large band (1,007 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan reported participants rose from 808 in the plan year 2023 filing to 1,007 in the plan year 2024 filing.
  • Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan end-of-year assets rose from $120M in the plan year 2023 filing to $141M in the plan year 2024 filing.
  • Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan reported net income rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 752987063 · Adviser Compliance Associates, LLC Dba Aca Group PY 2024 · 401(k)

Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan · $141M · 1,007 · 93rd

  • VS-ST $141M
  • BOY 1,007
  • SCH 93rd
  • EBSA 401(k)
  • PART near Kayne Anderson Capital Advisors 401(k) Plan
  • TYPE ind #18912

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 Maryland →

Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan in the asset neighbourhood

Automattic Inc. 401(k) Plan$141MSh Group, Inc. Profit Sharing and 401(k) PlanSh Group, Inc. Profit Sharin…$141MAdviser Compliance Associates, LLC Dba Aca Group 401(k) PlanAdviser Compliance Associate…$141MKayne Anderson Capital Advisors 401(k) PlanKayne Anderson Capital Advis…$141MIndicor Retirement Savings Plan 103Indicor Retirement Savings P…$141M
End-of-year total assets ($M) among Adviser Compliance Associates, LLC Dba Aca Group 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)$120M
Net Assets (End of Year)$141M
Net Income$21M
Employer EIN752987063
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adviser Compliance Associates, LLC Dba Aca Group)

Sponsor-wide plan assets over time

All Adviser Compliance Associates, LLC Dba Aca Group plans reported in each filing year

Latest sponsor-wide plan assets
$141M 121.14223985728619% vs 2022
2024 filing year
$50M$100M$150M 202220232024 $63.6M $141M ▲ +121.1%
Year Plans Participants Total Assets
2022 1 640 $64M
2023 1 808 $120M
2024 1 1,007 $141M

Nearby 401(k) Plans in Maryland

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

Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan, Total assets ($B): 0.140691739 · Participants: 1007Adviser Compliance Associates, LLC Dba Aca Group 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants

Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Kayne Anderson Capital Advisors 401(k) Plan in CA ($141M); by covered participants it is Esgw 401(k) Retirement Plan in MT (1,007 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($141M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,007 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 Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan assets move in 2024?
Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan grew sharply - up 17.5% during 2024, from $120M to $141M. Reported net income was $21M.
How have Adviser Compliance Associates, LLC Dba Aca Group plan assets changed over time?
Across 3 plan years on file (2022-2024), Adviser Compliance Associates, LLC Dba Aca Group's sponsor-wide assets grew 121.1%, from $64M to $141M.
Where does Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan rank by assets among Form 5500 filers?
Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kayne Anderson Capital Advisors 401(k) Plan in CA ($141M, 333 participants).
Which 401(k) plans cover a similar participant headcount to Adviser Compliance Associates, LLC Dba Aca Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Esgw 401(k) Retirement Plan in MT (1,007 participants, $13M in assets).