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Benchmarking Acore Capital 401(K) Plan in Larkspur, CA against all plans

 

Acore Capital 401(K) Plan in Larkspur, CA has the 7th-highest average account balance ($66,850) of the 99 plans whose industry group is Other Financial Investment Activities. That $66,850 compares to an average of $29,043 across those 99 plans.

Beating the average of $29,043 means an extra $5,141,782 in total assets.

Note: average account balance = total assets ÷ total participants

Acore Capital 401(K) Plan has these standings among those 99 peer plans:

  • average account balance = $66,850 (7th-highest)

  • total assets = $9,091,551 (7th-most)

  • total participants = 136 (20th-fewest)

Visualize

 
 

Peers

beat out by Salient Partners, L.P. 401(K) Retirement Plan in Houston, TX ($119,126), Nephila Advisors, LLC 401(K) Plan in Nashville, TN ($101,136), Consolidated Investment Group, LLC 401(K) Profit Sharing Plan in Englewood, CO ($93,390), and Flexible Plan Investments Ltd 401(K) Plan in Bloomfield Hills, MI ($85,741), and 2 others, ending with International Capital 401k Plan in St. Thomas, VI ($71,489).

beat Kennedy Cabot Acquisition LLC 401(K) Profit Sharing Plan & Trust in Miami, FL ($63,294), QIC US Management Inc. Retirement Plan in New York, NY ($59,890), Partners Capital Investment Group, LLP 401(K) Plan in Boston, MA ($59,230), and BMC Growth Fund, LLC 401(K) Plan in Miamisburg, OH ($57,241), and 88 others, ending with Golden Retirement Plan in Lakewood Ranch, FL ($796).

References

  1. average account balance. Higher values are better. Average account balance equals total assets, in Line 1f(b) from Schedule H, divided by total participants, in Line 6f of Form 5500. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. whose industry group is. The industry group is the first four digits from the six-digit NAICS business code, Line 2d in Form 5500, which best describes the nature of the plan sponsor’s business, from the available list. If more than one employer or employee organization is involved, filers are asked to enter the business code for the main business activity of the employer and/or employee organizations. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.