My Plan Facts

Employers › California

Employer · plans filed under one EIN

Acco Engineered Systems, Inc.

Pasadena, CA · Construction

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.80Bnet assets across plans
3,654participant records3,158 active
$21.7Memployer contributions, latest plan years$6,875 per active record
$169KSchedule C compensation to organisations$46.32 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Acco Engineered Systems, Inc.'s employer identification number (Pasadena, California). Their latest filings total 3,654 participant records and $1.80B in net assets.

The largest is Acco Savings and Investment Plan, a 401(k) plan with 2,156 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $21.7M and participant contributions $15.2M in the latest plan years; benefits paid were $70.7M. Schedule C compensation reported to service provider organisations totalled $169K.

Combined net assets moved from $82.0M in 2012 to $1.80B in 2024 (up 2097%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Acco Savings and Investment Plan401(k) plan20242,156$289M$133,930$1,178$169K
Acco Employee Stock Ownership Planemployee stock ownership plan20241,498$1.51B$1,009,547$14,253$0
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: −$100M2010: −$80.5M2011: −$43.6M2012: $82.0M2013: $158M2014: $264M2015: $399M2016: $565M2017: $705M2018: $843M2019: $969M2020: $1.10B2021: $1.15B2022: $1.23B2023: $1.51B2024: $1.80B−$100M$1.80B20092012201620202024
Combined net assets
2009: 1,1092010: 1,2382011: 1,2972012: 1,3642013: 1,4382014: 1,6352015: 1,8342016: 1,9892017: 2,2912018: 2,4592019: 2,7462020: 2,7942021: 2,9392022: 3,0712023: 3,2992024: 3,6541,1093,65420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202423,654$1.80B$21.7M$15.2M
202323,299$1.51B$22.0M$13.3M
202223,071$1.23B$14.4M$12.0M
202122,939$1.15B$15.6M$11.5M
202022,794$1.10B$18.1M$10.6M
201922,746$969M$6.3M$9.9M
201822,459$843M$7.4M$9.2M
201722,291$705M$5.9M$7.7M
201621,989$565M$5.8M$6.9M
201521,834$399M$8.8M$6.3M
201421,635$264M$10.2M$5.1M
201321,438$158M$9.5M$5.0M
201221,364$82.0M$15.8M$4.5M
201121,297−$43.6M$13.1M$4.0M
201021,238−$80.5M$13.1M$3.9M
200921,109−$100M$12.7M$3.5M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Strategic Advisors, Inc.Investment advisory (plan)1$114,239
Benefit Financial Services GroupInvestment advisory (plan)1$55,000
Fidelity Investments InstitutionalParticipant loan processing1$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Strategic Advisors, Inc.$114K
Benefit Financial Services Group$55K
Fidelity Investments Institutional$0

Questions and answers

How many retirement plans does Acco Engineered Systems, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Acco Savings and Investment Plan and Acco Employee Stock Ownership Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Acco Engineered Systems, Inc. contribute to its plans?

$21,710,208 in employer contributions across these plans in their latest plan years, about $6,875 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Strategic Advisors, Inc., Benefit Financial Services Group and Fidelity Investments Institutional. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.