401(k) · DOL Form 5500 · 2022
Aaa Northern California, Nevada & Utah 401(k) Plan
Data updated 2026-08-25
- $543M
- Total assets Above avg plan size
- 5,388
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $100,768
- Avg per participant Below avg balance/head
Official DOL plan name: Aaa Ncnu 401(k) Plan · Sponsored by Aaa Northern California, Nevada & Utah · California · Finance & Insurance
$543M in assets, 5,388 participants
Aaa Northern California, Nevada & Utah's Aaa Ncnu 401(k) Plan reported $543M in total assets and 5,388 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #8,925 in Finance & Insurance (9,261 peers)
Coverage in California
Aaa Ncnu 401(k) Plan covers 5,388 participants in California, 8.6x the typical California plan (state average ~630 per filing). Assets: $543M.
- #8,925
- in Finance & Insurance (9,261 peers)
- -16.4%
- assets change YoY
- 5.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $113M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aaa Ncnu 401(k) Plan's outsized position by total assets
Aaa Ncnu 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$542,938,265 Top 2% higher than 98% 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
Aaa Ncnu 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aaa Ncnu 401(k) Plan lands in the large band (5,388 participants).
Form 5500 schedule snapshot
Filing strip 940361645 · Aaa Northern California, Nevada & Utah PY 2022 · 401(k)
Aaa Ncnu 401(k) Plan · $543M · 5,388 · 98th
- BOY $543M
- BOY 5,388
- BOY 98th
- BOY 401(k)
- BOY near Terex Corporation and Affiliates 401(k) Retirement Savings Plan
- BOY ind #8925
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 California →
Aaa Ncnu 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $649M |
|---|---|
| Net Assets (End of Year) | $543M |
| Net Income | -$113M |
| Employer EIN | 940361645 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aaa Northern California, Nevada & Utah)
Sponsor-wide plan assets over time
All Aaa Northern California, Nevada & Utah plans reported in each filing year
- Latest sponsor-wide plan assets
- $763M 40.47693157158484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,388 | $543M |
| 2023 | 1 | 5,244 | $664M |
| 2024 | 1 | 5,182 | $763M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Scale composition for Aaa Ncnu 401(k) Plan
Aaa Ncnu 401(k) Plan reports $543M in end-of-year assets across 5,388 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $100,768 per participant (73% of the national average assets-per-participant) . Net income for plan year 2022 was -$113M.
This plan identity (EIN 940361645, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $543M to $763M (+40.5%) while covered participants moved from 5,388 to 5,182 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,388 | $543M | This page |
| 2023 | 5,244 | $664M | Open filing |
| 2024 · index core | 5,182 | $763M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Aaa Ncnu 401(k) Plan (401(k), $763M, 5,182 participants)
Aaa Ncnu 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Terex Corporation and Affiliates 401(k) Retirement Savings Plan in CT ($544M); by covered participants it is Vibra Healthcare Retirement Plan in PA (5,391 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($543M here).
- Terex Corporation and Affiliates 401(k) Retirement Savings Plan (CT) $544M · 3,781
- Wisconsin NECA-IBEW Retirement Plan (WI) $542M · 2,154
- Consolidated 401(a) and 401(k) Program of Mass General Brigham and Member Organizations (MA) $544M · 6,104
- Amwins Group, Inc. 401(k) Plan (NC) $544M · 5,389
Similar participant headcount
Nearest other-state filings by covered participants (5,388 participants); asset peers above are excluded.
- Vibra Healthcare Retirement Plan (PA) 5,391 · 3 off
- Mau, Inc. 401(k) Profit Sharing Plan (GA) 5,393 · 5 off
- Iss Facility Services 401(k) Savings Plan (TX) 5,394 · 6 off
- Hunter Douglas, Inc. Employee Savings 401(k) Plan (NY) 5,381 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.