401(k) · DOL Form 5500 · 2022
Amistad Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $171K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $57,028
- Avg per participant Low balance/head
Official DOL plan name: Ais Retirement Plan · Sponsored by Amistad Insurance Services, Inc. · North Carolina · Finance & Insurance
$171K in assets, 3 participants
Amistad Insurance Services, Inc.'s Ais Retirement Plan reported $171K in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #549 in Finance & Insurance (9,261 peers)
2022 asset change
Ais Retirement Plan declined sharply 20.6% in 2022 ($215K → $171K) for 3 participants.
- #549
- in Finance & Insurance (9,261 peers)
- -20.6%
- assets change YoY
The plan reported a net loss of $44K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ais Retirement Plan among the smaller filed plans by assets
Ais Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$171,084 9th percentile higher than 9% 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
Ais Retirement 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. Ais Retirement Plan is a micro filing (3 participants), the leftmost band.
Published 5500 schedule card
Filing strip 462775727 · Amistad Insurance Services, Inc. PY 2022 · 401(k)
Ais Retirement Plan · $171K · 3 · 9th
- BOY $171K
- SCH 3
- EBSA 9th
- PART 401(k)
- TYPE near A & a Transfer & Storage, Inc. 401(k) Savings Plan and Trust
- NET ind #549
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 North Carolina →
Ais Retirement Plan in the asset neighbourhood
Amistad Insurance Services, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Amistad Insurance Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $184K 7.534895139229852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $171K |
| 2023 | 1 | 2 | $137K |
| 2024 | 1 | 1 | $184K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $215K |
|---|---|
| Net Assets (End of Year) | $171K |
| Net Income | -$44K |
| Employer EIN | 462775727 |
| Plan Effective Date | 2013-05-16 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Ais Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is A & a Transfer & Storage, Inc. 401(k) Savings Plan and Trust in FL ($171K); by covered participants it is Mesa Neurology, LLC 401(k) Profit Sharing Plan in AZ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($171K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.