401(k) · DOL Form 5500 · 2022

Associated Agencies, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
112
Participants Small participant base
76th
Percentile by assets National rank
$168,846
Avg per participant Above avg balance/head
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Official DOL plan name: Associated Agencies, Inc. 401(k) Profit Sharing Plan · Sponsored by Associated Agencies, Inc. · Illinois · Finance & Insurance

$19M in assets, 112 participants

Associated Agencies, Inc.'s Associated Agencies, Inc. 401(k) Profit Sharing Plan reported $19M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,810 in Finance & Insurance (9,261 peers)

Coverage in Illinois

Associated Agencies, Inc. 401(k) Profit Sharing Plan covers 112 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $19M.

#5,810
in Finance & Insurance (9,261 peers)
-13.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Associated Agencies, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Associated Agencies, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,910,705 Top 24% higher than 76% 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

Associated Agencies, Inc. 401(k) Profit Sharing 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. Associated Agencies, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (112 participants).

Form 5500 schedule snapshot

Filing strip 362709020 · Associated Agencies, Inc. PY 2022 · 401(k)

Associated Agencies, Inc. 401(k) Profit Sharing Plan · $19M · 112 · 76th

  • TYPE $19M
  • TYPE 112
  • TYPE 76th
  • TYPE 401(k)
  • TYPE near Air Power, Inc. and Production Systems, Inc. Retirement Savings and Profit Sharing Plan
  • TYPE ind #5810

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 Illinois →

Associated Agencies, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Associated Agencies, Inc. 401(k) Profit Sharing PlanAssociated Agencies, Inc. 40…$19MAir Power, Inc. and Production Systems, Inc. Retirement Savings and Profit Sharing PlanAir Power, Inc. and Producti…$19MMcmillan Electric Company Salary Savings PlanMcmillan Electric Company Sa…$19MThe First Northern Bank & Trust 401(k) PlanThe First Northern Bank & Tr…$19MHaile Gold Mine, Inc. 401(k) Profit Sharing PlanHaile Gold Mine, Inc. 401(k)…$19M
End-of-year total assets ($M) among Associated Agencies, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN362709020
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Agencies, Inc.)

Sponsor-wide plan assets over time

All Associated Agencies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 38.52893374414121% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $26.2M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 112 $19M
2023 1 118 $23M
2024 1 178 $26M

Nearby 401(k) Plans in Illinois

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

Associated Agencies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Associated Agencies, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.018910705 · Participants: 112Associated Agencies, Inc. 401(k) Profit Sharing PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Associated Agencies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Associated Agencies, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Associated Agencies, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Air Power, Inc. and Production Systems, Inc. Retirement Savings and Profit Sharing Plan in NC ($19M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Associated Agencies, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Associated Agencies, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 13.5% during 2022, from $22M to $19M. Reported net income was -$3M.
How have Associated Agencies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Agencies, Inc.'s sponsor-wide assets grew 38.5%, from $19M to $26M.
Where does Associated Agencies, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Associated Agencies, Inc. 401(k) Profit Sharing Plan ranks in the 76th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Associated Agencies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Air Power, Inc. and Production Systems, Inc. Retirement Savings and Profit Sharing Plan in NC ($19M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Associated Agencies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M 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 362709020.

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.