401(k) · DOL Form 5500 · 2024

Achosa Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
18
Participants Small participant base
40th
Percentile by assets National rank
$243,798
Avg per participant Above avg balance/head
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Official DOL plan name: Achosa 401(k) · Sponsored by Achosa Inc. · Florida · Finance & Insurance

$4M in assets, 18 participants

Achosa Inc.'s Achosa 401(k) reported $4M in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,268 in Finance & Insurance (8,549 peers)

Achosa Inc. multi-year trail

Achosa Inc.'s plans moved +354.5% in assets from 2022 to 2024; this filing shows Achosa 401(k) at $4M / 18 participants.

#2,268
in Finance & Insurance (8,549 peers)
+117.5%
assets growth YoY

Achosa 401(k)'s mid-pack asset rank among Finance & Insurance and all filers

Achosa 401(k) vs every filed plan by assets

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

$4,388,372 40th percentile higher than 40% 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

Achosa 401(k) among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Achosa 401(k) is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Achosa 401(k) reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Achosa 401(k) end-of-year assets rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Achosa 401(k) reported participants rose from 16 in the plan year 2023 filing to 18 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 831066776 · Achosa Inc. PY 2024 · 401(k)

Achosa 401(k) · $4M · 18 · 40th

  • BOY $4M
  • SCH 18
  • EBSA 40th
  • PART 401(k)
  • TYPE near Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan
  • NET ind #2268

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 Florida →

Achosa 401(k) in the asset neighbourhood

Achosa 401(k)$4MBlount, Burke, Wimberly & Hendrick 401-K Profit Sharing PlanBlount, Burke, Wimberly & He…$4MBravanti LLC 401(k) Profit Sharing Plan & TrustBravanti LLC 401(k) Profit S…$4MThe Northstar Companies 401(k) PlanThe Northstar Companies 401(…$4MKeller Trucking Company, Inc. Profit Sharing Plan and Trust and 401 (K) PlanKeller Trucking Company, Inc…$4M
End-of-year total assets ($M) among Achosa 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Achosa Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Achosa Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 354.5321967539126% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $0.97M $4.39M ▲ +352.6%
Year Plans Participants Total Assets
2022 1 9 $965K
2023 1 16 $2M
2024 1 18 $4M

Achosa Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN831066776
Plan Effective Date2018-06-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Achosa 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Achosa 401(k), Total assets ($B): 0.004388372 · Participants: 18Achosa 401(k)L3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Achosa 401(k) vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Achosa 401(k) side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan in GA ($4M); by covered participants it is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Achosa 401(k) assets move in 2024? ▼
Achosa 401(k) surged - up 117.5% during 2024, from $2M to $4M. Reported net income was $2M.
How have Achosa Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Achosa Inc.'s sponsor-wide assets grew 354.5%, from $965K to $4M.
Which 401(k) plans are similar in size to Achosa 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Blount, Burke, Wimberly & Hendrick 401-K Profit Sharing Plan in GA ($4M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Achosa 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Berchwood Partners LLC 401 (K) Profit Sharing Plan & Trust in NY (18 participants, N/A 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 831066776.

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.