401(k) · DOL Form 5500 · 2022
Aaa North Penn 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 140
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $94,871
- Avg per participant Below avg balance/head
Official DOL plan name: Aaa North Penn 401(k) Plan · Sponsored by Aaa North Penn · Pennsylvania · Other Services
$13M in assets, 140 participants
Aaa North Penn's Aaa North Penn 401(k) Plan reported $13M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #6,975 in Other Services (8,398 peers)
Coverage in Pennsylvania
Aaa North Penn 401(k) Plan covers 140 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.
- #6,975
- in Other Services (8,398 peers)
- -16.5%
- assets change YoY
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.
Aaa North Penn 401(k) Plan's outsized position by total assets
Aaa North Penn 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,281,913 Top 30% higher than 70% 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 North Penn 401(k) 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. Aaa North Penn 401(k) Plan sits mid-pack in the medium band (140 participants).
DOL schedule card
Filing strip 240637695 · Aaa North Penn PY 2022 · 401(k)
Aaa North Penn 401(k) Plan · $13M · 140 · 70th
- BOOK $13M
- BOOK 140
- BOOK 70th
- BOOK 401(k)
- BOOK near Federal Management Partners, Inc. 401(k) Profit Sharing Plan
- BOOK ind #6975
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 Pennsylvania →
Aaa North Penn 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$3M |
| Employer EIN | 240637695 |
| Plan Effective Date | 1984-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aaa North Penn)
Sponsor-wide plan assets over time
All Aaa North Penn plans reported in each filing year
- Latest sponsor-wide plan assets
- $15M 9.690373668311183% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 140 | $13M |
| 2023 | 1 | 136 | $14M |
| 2024 | 1 | 134 | $15M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Aaa North Penn 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Federal Management Partners, Inc. 401(k) Profit Sharing Plan in VA ($13M); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Federal Management Partners, Inc. 401(k) Profit Sharing Plan (VA) $13M · 89
- Buttonwillow Warehouse Company, Inc. 401(k) Profit Sharing Plan (CA) $13M · 218
- T. C. Jacoby & Company, Inc. Employees 401(k) Profit Sharing Plan (MO) $13M · 26
- Duckwall-Pooley Fruit Co. Employee Stock Ownership and 401(k) Plan and Trust (OR) $13M · 23
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Dot Leasing Inc 401(k) Profit Sharing Plan & Trust (TX) 140 · 0 off
- Color, Inc. 401(k)Retirement Plan (MA) 140 · 0 off
- Tower Industries, Inc. 401(k) Profit Sharing Plan (CA) 140 · 0 off
- Aero Simulation, Inc. 401(k) Plan (FL) 140 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.