401(k) · DOL Form 5500 · 2022
Aea Investors LP 401(k) Plan
Data updated 2026-08-11
- $68M
- Total assets
- 139
- Participants
- 90th
- Percentile by assets
- $490,673
- Avg per participant
Official DOL plan name: Aea Investors LP 401(k) Savings Plan · Sponsored by Aea Investors LP · New York · Finance & Insurance
$68M in assets, 139 participants
Aea Investors LP's Aea Investors LP 401(k) Savings Plan reported $68M in total assets and 139 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.
- 90th percentile by assets (of 139,126 plans)
- #7,832 in Finance & Insurance (9,261 peers)
Coverage in New York
Aea Investors LP 401(k) Savings Plan covers 139 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $68M.
- $68M
- total plan assets (2022 EOY)
- 139
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $490,673
- avg assets per participant
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Aea Investors LP 401(k) Savings Plan sits by total assets
Aea Investors LP 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$68,203,486 Top 10% higher than 90% 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
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Aea Investors LP 401(k) Savings Plan reports 139 participants - about 17% of that state average ($68M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $78M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$10M |
| Employer EIN | 593761840 |
| Plan Effective Date | 1990-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aea Investors LP)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $68M |
| 2023 | 1 | 161 | $84M |
| 2024 | 1 | 176 | $95M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Aea Investors LP 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Aea Investors LP 401(k) Savings Plan by total assets, not by location.
- Carr, Allison, Oliver & Sisson, PC 401(k) Profit Sharing Plan (AL) $68M · 206
- Pea(K) Utah's Pooled Employer 401(k) Plan (UT) $68M · 4,750
- Axcet Hr Solutions M/E 401(k) Retirement Plan (KS) $68M · 3,258
- Tandem Diabetes Care, Inc. 401(k) Plan (CA) $68M · 1,922
Frequently Asked Questions
How did Aea Investors LP 401(k) Savings Plan assets move in 2022? ▼
How have Aea Investors LP plan assets changed over time? ▼
Where does Aea Investors LP 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Aea Investors LP 401(k) Savings Plan? ▼
Next read for Aea Investors LP 401(k) Savings Plan
Filing takeaways
Ways to act on Aea Investors LP 401(k) Savings Plan's numbers.
- By total assets, Aea Investors LP 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Aea Investors LP's sponsor-wide assets have grown 38.7% since 2022 across 3 plan years on file. More Finance & Insurance plans