401(k) · DOL Form 5500 · 2022
American Endowment Foundation 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $43,232
- Avg per participant Low balance/head
Official DOL plan name: Aef 401(k) Retirement Plan · Sponsored by American Endowment Foundation · Ohio · Other Services
$4M in assets, 83 participants
American Endowment Foundation's Aef 401(k) Retirement Plan reported $4M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.
- #5,447 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Aef 401(k) Retirement Plan ranks #5,447 of 8,398 2022 filers by assets (559% of the sector average)-$4M for 83 participants.
- #5,447
- in Other Services (8,398 peers)
- +5.6%
- assets growth YoY
Aef 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers
Aef 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,588,237 44th percentile higher than 44% 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
Aef 401(k) Retirement 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. Aef 401(k) Retirement Plan is a small filing (83 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 341747398 · American Endowment Foundation PY 2022 · 401(k)
Aef 401(k) Retirement Plan · $4M · 83 · 44th
- NET $4M
- BOOK 83
- VS-ST 44th
- BOY 401(k)
- SCH near Alamont Dental Associates, PC Profit Sharing Plan
- EBSA ind #5447
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 Other Services retirement plans → · Plans in Ohio →
Aef 401(k) Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $191K |
| Employer EIN | 341747398 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Aef 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Alamont Dental Associates, PC Profit Sharing Plan in TN ($4M); by covered participants it is Hmr Weight Management Services Corp. 401(k) Plan in MA (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.
- Hmr Weight Management Services Corp. 401(k) Plan (MA) 83 · 0 off
- Focus Alaska 401(k) (AK) 83 · 0 off
- Link Auto and Rv, LLC 401(k) Retirement Plan (WI) 83 · 0 off
- Vertek Corporation 401(k) Savings Plan (VT) 83 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.