401(k) · DOL Form 5500 · 2022

American Institute for Chartered Property Casualty Underwriter 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
285
Participants Below avg headcount
90th
Percentile by assets National rank
$215,930
Avg per participant Above avg balance/head
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Official DOL plan name: American Institute for Cpcu Savings Plan · Sponsored by American Institute for Chartered Property Casualty Underwriter · Pennsylvania · Educational Services

$62M in assets, 285 participants

American Institute for Chartered Property Casualty Underwriter's American Institute for Cpcu Savings Plan reported $62M in total assets and 285 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,255 in Educational Services (4,024 peers)

Coverage in Pennsylvania

American Institute for Cpcu Savings Plan covers 285 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $62M.

#3,255
in Educational Services (4,024 peers)
-16.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Institute for Cpcu Savings Plan's outsized position by total assets

American Institute for Cpcu Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$61,540,045 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

American Institute for Cpcu Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Institute for Cpcu Savings Plan sits mid-pack in the medium band (285 participants).

EBSA filing schedule strip

Filing strip 231352012 · American Institute for Chartered Property Casualty Underwriter PY 2022 · 401(k)

American Institute for Cpcu Savings Plan · $62M · 285 · 90th

  • NET $62M
  • NET 285
  • NET 90th
  • NET 401(k)
  • NET near Mate Precision Technologies Employee Retirement Savings Plan
  • NET ind #3255

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 Educational Services retirement plans → · Plans in Pennsylvania →

American Institute for Cpcu Savings Plan in the asset neighbourhood

Cnhi, LLC 401(k) Plan$62MOmnimax International, LLC Retirement and Savings PlanOmnimax International, LLC R…$62MAmerican Institute for Cpcu Savings PlanAmerican Institute for Cpcu …$62MMate Precision Technologies Employee Retirement Savings PlanMate Precision Technologies …$62MV-T Industries, Inc. Retirement/Savings PlanV-T Industries, Inc. Retirem…$62M
End-of-year total assets ($M) among American Institute for Cpcu Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$62M
Net Income-$12M
Employer EIN231352012
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Institute for Chartered Property Casualty Underwriter)

Sponsor-wide plan assets over time

All American Institute for Chartered Property Casualty Underwriter plans reported in each filing year

Latest sponsor-wide plan assets
$81M 31.687706760695416% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.5M $81M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 285 $62M
2023 1 247 $74M
2024 1 285 $81M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

American Institute for Cpcu Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants American Institute for Cpcu Savings Plan, Total assets ($B): 0.061540045 · Participants: 285American Institute for Cpcu Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
American Institute for Cpcu Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare American Institute for Cpcu Savings Plan side-by-side with 3 peers →

American Institute for Cpcu Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Mate Precision Technologies Employee Retirement Savings Plan in MN ($62M); by covered participants it is The Bridgespan Group 401(k) Plan in MA (285 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (285 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.

Frequently Asked Questions

How did American Institute for Cpcu Savings Plan assets move in 2022? ▼
American Institute for Cpcu Savings Plan declined sharply - down 16.5% during 2022, from $74M to $62M. Reported net income was -$12M.
How have American Institute for Chartered Property Casualty Underwriter plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Institute for Chartered Property Casualty Underwriter's sponsor-wide assets grew 31.7%, from $62M to $81M.
Where does American Institute for Cpcu Savings Plan rank by assets among Form 5500 filers? ▼
American Institute for Cpcu Savings Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to American Institute for Cpcu Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mate Precision Technologies Employee Retirement Savings Plan in MN ($62M, 269 participants).
Which 401(k) plans cover a similar participant headcount to American Institute for Cpcu Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bridgespan Group 401(k) Plan in MA (285 participants, $57M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231352012.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.