Profit Sharing · DOL Form 5500 · 2022
American Insurance & Investment Corporation Profit Sharing Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $381,748
- Avg per participant High balance/head
Official DOL plan name: American Insurance & Investment Corporation Profit Sharing Plan · Sponsored by American Insurance & Investment Corporation · Utah · Finance & Insurance
$13M in assets, 33 participants
American Insurance & Investment Corporation's American Insurance & Investment Corporation Profit Sharing Plan reported $13M in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #4,939 in Finance & Insurance (9,261 peers)
2022 asset change
American Insurance & Investment Corporation Profit Sharing Plan pulled back noticeably 14.4% in 2022 ($15M → $13M) for 33 participants.
- #4,939
- in Finance & Insurance (9,261 peers)
- -14.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Insurance & Investment Corporation Profit Sharing Plan's outsized position by total assets
American Insurance & Investment Corporation Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,597,677 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
American Insurance & Investment Corporation Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Insurance & Investment Corporation Profit Sharing Plan is a small filing (33 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 870237924 · American Insurance & Investment Corporation PY 2022 · Profit Sharing
American Insurance & Investment Corporation Profit Sharing Plan · $13M · 33 · 69th
- TYPE $13M
- NET 33
- BOOK 69th
- VS-ST Profit Sharing
- BOY near Whetstone Industries, Inc. Profit Sharing Plan
- SCH ind #4939
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 Utah →
American Insurance & Investment Corporation Profit Sharing Plan in the asset neighbourhood
American Insurance & Investment Corporation years around the 2022 move
Sponsor-wide plan assets over time
All American Insurance & Investment Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 6.536546380733527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $13M |
| 2023 | 1 | 32 | $16M |
| 2024 | 1 | 33 | $13M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 870237924 |
| Plan Effective Date | 1958-12-23 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Wgu Retirement Savings Plan $327M · 7,193
- Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan $289M · 2,328
- Management & Training Corporation Retirement Plan $163M · 5,762
- Parsons Behle & Latimer Profit Sharing Plan & Trust $131M · 229
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $109M · N/A
American Insurance & Investment Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is Whetstone Industries, Inc. Profit Sharing Plan in SC ($13M); by covered participants it is K.D.G., Inc. Profit Sharing Plan in IN (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- K.D.G., Inc. Profit Sharing Plan (IN) 33 · 0 off
- Kelytech Corporation 401(k) (CA) 33 · 0 off
- Edmin.Com, Inc. 401(k) Plan (CA) 33 · 0 off
- Mw Retina Consultants, Sc Employees P/S Plan (IL) 33 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.