Acce Benefit Trust — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Acce Benefit Trust (EIN 54-6487038) is a plan sponsor located in Alexandria, VA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
54-6487038
Location
Alexandria, VA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Acce Benefit Trust

  • 1 loaded plans hold $422.8M in reported assets.
  • The largest, Acce Benefit Trust Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 5,027 reported participants.
  • 1 of 1 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$422.8MSummed across loaded plans$422,826,701
Total reported assets$422.8M$422,826,701
Total reported participants5K5,027
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$422.8M total assets
Net assets$422.8MLiabilities$0
Contributions & income
Employer contributions$14.1M
Participant contributions$20.2M
Total income / additions$97.2M
Expenses & distributions
Benefits paid / distributions$38.1M
Total expenses$39.7M
Net increase / (decrease)$57.4M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation1 / 1 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Acce Benefit Trust Profit Sharing Plan
Participants per plan5,027Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 5,027 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Acce Benefit Trust. Open one for its full reported snapshot.

  1. 2023
    Acce Benefit Trust Profit Sharing Plan5,027 participants · 3Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Acce Benefit Trust report on Form 5500?
Acce Benefit Trust (EIN 54-6487038) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Acce Benefit Trust?
The Employer Identification Number (EIN) reported for Acce Benefit Trust is 54-6487038.
What is the latest Form 5500 filing year for Acce Benefit Trust?
The latest loaded Form 5500 filing year for Acce Benefit Trust is 2023.

Related Form 5500 pages