Profit Sharing · DOL Form 5500 · 2022

Associated Universities Inc. Profit Sharing Plan

Data updated 2026-08-11

$173M
Total assets
524
Participants
95th
Percentile by assets
$330,914
Avg per participant
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Official DOL plan name: Associated Universities Inc. Retirement Plan · Sponsored by Associated Universities Inc. · District of Columbia · Professional & Technical Services

$173M in assets, 524 participants

Associated Universities Inc.'s Associated Universities Inc. Retirement Plan reported $173M in total assets and 524 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 139,126 plans)
  • #20,752 in Professional & Technical Services (21,562 peers)

Coverage in District of Columbia

Associated Universities Inc. Retirement Plan covers 524 participants in District of Columbia, about 36% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $173M.

$173M
total plan assets (2022 EOY)
524
covered participants
95th
percentile by assets (of 139,126 plans)
$330,914
avg assets per participant

The plan reported a net loss of $28M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Associated Universities Inc. Retirement Plan reports 524 participants - about 36% of that state average ($173M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$202M
Net Assets (End of Year)$173M
Net Income-$28M
Employer EIN111630900
Plan Effective Date1947-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Universities Inc.)

$300M$320M$340M$360M$380M 202220232024 $322M $373M ▲ +15.8%
Total plan assets by year, all Associated Universities Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,109 $322M
2023 2 1,141 $357M
2024 2 1,205 $373M

Nearby Profit Sharing Plans in District of Columbia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Associated Universities Inc. Retirement Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants

Associated Universities Inc. Retirement Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 0200400600800 Total assets ($M) Participants Associated Universit…I.a.M. National 401(…Williams & Connolly …Arent Fox Profit-Sha…Tiaa-Cref Retirement…The Medical Faculty …
Associated Universities Inc. Retirement Plan vs. nearby Profit Sharing plans in District of Columbia, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Associated Universities Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Associated Universities Inc. Retirement Plan assets move in 2022?
Associated Universities Inc. Retirement Plan pulled back noticeably - down 14.0% during 2022, from $202M to $173M. Reported net income was -$28M.
How have Associated Universities Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Associated Universities Inc.'s sponsor-wide assets grew 15.8%, from $322M to $373M.
Where does Associated Universities Inc. Retirement Plan rank by assets among Form 5500 filers?
Associated Universities Inc. Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Associated Universities Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Cfni Retirement Plan in IN ($173M, 6,104 participants).

Filing takeaways

Ways to act on Associated Universities Inc. Retirement Plan's numbers.