401(k) · DOL Form 5500 · 2024

Akelius Real Estate Management 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
168
Participants Small participant base
59th
Percentile by assets National rank
$70,430
Avg per participant Below avg balance/head
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Official DOL plan name: Akelius Real Estate Management 401(k) · Sponsored by Akelius Real Estate Management · Massachusetts · Real Estate

$12M in assets, 168 participants

Akelius Real Estate Management's Akelius Real Estate Management 401(k) reported $12M in total assets and 168 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,510 in Real Estate (4,605 peers)

Coverage in Massachusetts

Akelius Real Estate Management 401(k) covers 168 participants in Massachusetts, about 26% of the average Massachusetts filer (state average ~659 per filing). Assets: $12M.

#3,510
in Real Estate (4,605 peers)
+14.7%
assets growth YoY

Akelius Real Estate Management 401(k)'s mid-pack asset rank among Real Estate and all filers

Akelius Real Estate Management 401(k) vs every filed plan by assets

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

$11,832,300 Top 41% higher than 59% 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

Akelius Real Estate Management 401(k) 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. Akelius Real Estate Management 401(k) sits mid-pack in the medium band (168 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Akelius Real Estate Management 401(k) reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Akelius Real Estate Management 401(k) reported participants fell from 210 in the plan year 2023 filing to 168 in the plan year 2024 filing.
  • Akelius Real Estate Management 401(k) end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 300856568 · Akelius Real Estate Management PY 2024 · 401(k)

Akelius Real Estate Management 401(k) · $12M · 168 · 59th

  • NET $12M
  • BOOK 168
  • VS-ST 59th
  • BOY 401(k)
  • SCH near Ferguson Pontiac-Gmc, Inc. 401(k) Plan
  • EBSA ind #3510

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 Real Estate retirement plans → · Plans in Massachusetts →

Akelius Real Estate Management 401(k) in the asset neighbourhood

Akelius Real Estate Management 401(k)Akelius Real Estate Manageme…$12MFerguson Pontiac-Gmc, Inc. 401(k) PlanFerguson Pontiac-Gmc, Inc. 4…$12MIberia Comprehensive Community Health Center, Inc 401(k) Plan and TrustIberia Comprehensive Communi…$12MPremium Transportation Group, Inc. 401(k) PlanPremium Transportation Group…$12MCottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement PlanCottonwood Capital Managemen…$12M
End-of-year total assets ($M) among Akelius Real Estate Management 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Massachusetts filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN300856568
Plan Effective Date2015-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Akelius Real Estate Management)

Sponsor-wide plan assets over time

All Akelius Real Estate Management plans reported in each filing year

Latest sponsor-wide plan assets
$12M 47.34054078285752% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.03M $11.8M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 197 $8M
2023 1 210 $10M
2024 1 168 $12M

Nearby 401(k) Plans in Massachusetts

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

Akelius Real Estate Management 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Akelius Real Estate Management 401(k), Total assets ($B): 0.0118323 · Participants: 168Akelius Real Estate Management 401(k)Fidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Akelius Real Estate Management 401(k) vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Akelius Real Estate Management 401(k) side-by-side with 3 peers →

Akelius Real Estate Management 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Ferguson Pontiac-Gmc, Inc. 401(k) Plan in OK ($12M); by covered participants it is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Akelius Real Estate Management 401(k) assets move in 2024? ▼
Akelius Real Estate Management 401(k) grew at a solid clip - up 14.7% during 2024, from $10M to $12M. Reported net income was $2M.
How have Akelius Real Estate Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Akelius Real Estate Management's sponsor-wide assets grew 47.3%, from $8M to $12M.
Which 401(k) plans are similar in size to Akelius Real Estate Management 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Ferguson Pontiac-Gmc, Inc. 401(k) Plan in OK ($12M, 208 participants).
Which 401(k) plans cover a similar participant headcount to Akelius Real Estate Management 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Illinois Retina Associates, S.C. 401(k) Plan in IL (168 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 300856568.

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.