401(k) · DOL Form 5500 · 2022

The American Occupational Therapy Association, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
79
Participants Small participant base
71st
Percentile by assets National rank
$173,795
Avg per participant Above avg balance/head
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Official DOL plan name: The American Occupational Therapy Association, Inc. 401(k) Retirement Plan · Sponsored by The American Occupational Therapy Association, Inc. · Maryland · Other Services

$14M in assets, 79 participants

The American Occupational Therapy Association, Inc.'s The American Occupational Therapy Association, Inc. 401(k) Retirement Plan reported $14M in total assets and 79 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,998 in Other Services (8,398 peers)

The American Occupational Therapy Association, Inc. multi-year trail

The American Occupational Therapy Association, Inc.'s plans moved +24.9% in assets from 2022 to 2024; this filing shows The American Occupational Therapy Association, Inc. 401(k) Retirement Plan at $14M / 79 participants.

#6,998
in Other Services (8,398 peers)
-28.1%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The American Occupational Therapy Association, Inc. 401(k) Retirement Plan's outsized position by total assets

The American Occupational Therapy Association, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$13,729,817 Top 29% higher than 71% 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

The American Occupational Therapy Association, Inc. 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. The American Occupational Therapy Association, Inc. 401(k) Retirement Plan is a small filing (79 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 131526422 · The American Occupational Therapy Association, Inc. PY 2022 · 401(k)

The American Occupational Therapy Association, Inc. 401(k) Retirement Plan · $14M · 79 · 71st

  • ASSETS $14M
  • ASSETS 79
  • ASSETS 71st
  • ASSETS 401(k)
  • ASSETS near Employee Benefit Plan of Goodwill Keystone Area
  • ASSETS ind #6998

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 Maryland →

The American Occupational Therapy Association, Inc. 401(k) Retirement Plan in the asset neighbourhood

The American Occupational Therapy Association, Inc. 401(k) Retirement PlanThe American Occupational Th…$14MEmployee Benefit Plan of Goodwill Keystone AreaEmployee Benefit Plan of Goo…$14MMercer Transportation Co., Inc. Employees 401(k) PlanMercer Transportation Co., I…$14MSoutheast Automotive Management, Inc. 401(k) Profit Sharing PlanSoutheast Automotive Managem…$14MThe Denver Wholesale Florists Co. 401(k) Retirement PlanThe Denver Wholesale Florist…$14M
End-of-year total assets ($M) among The American Occupational Therapy Association, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The American Occupational Therapy Association, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The American Occupational Therapy Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 24.933988559352247% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $13.7M $17.2M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 79 $14M
2023 1 83 $17M
2024 1 78 $17M

The American Occupational Therapy Association, Inc. filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$14M
Net Income-$5M
Employer EIN131526422
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

The American Occupational Therapy Association, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants The American Occupational Therapy Association, Inc. 401(k) Retirement Plan, Total assets ($B): 0.013729817 · Participants: 79The American Occupational Therapy Association, Inc. 401(k) Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
The American Occupational Therapy Association, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare The American Occupational Therapy Association, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

The American Occupational Therapy Association, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Employee Benefit Plan of Goodwill Keystone Area in PA ($14M); by covered participants it is Urbieta 401(k) Plan in FL (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 The American Occupational Therapy Association, Inc. 401(k) Retirement Plan assets move in 2022? ▼
The American Occupational Therapy Association, Inc. 401(k) Retirement Plan declined sharply - down 28.1% during 2022, from $19M to $14M. Reported net income was -$5M.
How have The American Occupational Therapy Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The American Occupational Therapy Association, Inc.'s sponsor-wide assets grew 24.9%, from $14M to $17M.
Which 401(k) plans are similar in size to The American Occupational Therapy Association, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Goodwill Keystone Area in PA ($14M, 988 participants).
Which 401(k) plans cover a similar participant headcount to The American Occupational Therapy Association, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Urbieta 401(k) Plan in FL (79 participants, N/A 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 131526422.

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.