401(k) · DOL Form 5500 · 2022
Aufman Associates Inc. 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $165,385
- Avg per participant Above avg balance/head
Official DOL plan name: Aufman Associates Inc. 401(k) Plan · Sponsored by Aufman Associates Inc. · Pennsylvania · Finance & Insurance
$1M in assets, 9 participants
Aufman Associates Inc.'s Aufman Associates Inc. 401(k) Plan reported $1M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #1,850 in Finance & Insurance (9,261 peers)
What the 2022 filing shows
Aufman Associates Inc. 401(k) Plan holds $1M for 9 participants - about $165,385 per participant, in the lower half of filed plans by assets.
- #1,850
- in Finance & Insurance (9,261 peers)
- -5.0%
- assets change YoY
The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aufman Associates Inc. 401(k) Plan among the smaller filed plans by assets
Aufman Associates Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,488,464 30th percentile higher than 30% 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
Aufman Associates Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aufman Associates Inc. 401(k) Plan is a micro filing (9 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 251839781 · Aufman Associates Inc. PY 2022 · 401(k)
Aufman Associates Inc. 401(k) Plan · $1M · 9 · 30th
- BOY $1M
- SCH 9
- EBSA 30th
- PART 401(k)
- TYPE near D&d Investors Inc 401(k) Plan
- NET ind #1850
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 Pennsylvania →
Aufman Associates Inc. 401(k) Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$78K |
| Employer EIN | 251839781 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Aufman Associates Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is D&d Investors Inc 401(k) Plan in GA ($1M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
- D&d Investors Inc 401(k) Plan (GA) $1M · 2
- Diakonos Group Retirement Savings Plan (OK) $1M · 1,092
- Bell Companies 401(k) Plan (TX) $1M · 243
- Tots in Tow LLC 401(k) Plan (TX) $1M · 153
Similar participant headcount
Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.