Profit Sharing · DOL Form 5500 · 2022
Associated Universities Inc. Profit Sharing Plan
Data updated 2026-08-25
- $173M
- Total assets Near avg plan size
- 524
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $330,914
- Avg per participant High balance/head
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.
- #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.
- #20,752
- in Professional & Technical Services (21,562 peers)
- -14.0%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
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.
Associated Universities Inc. Retirement Plan's outsized position by total assets
Associated Universities Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$173,399,152 Top 5% higher than 95% 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
Associated Universities Inc. Retirement 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 Universities Inc. Retirement Plan sits mid-pack in the medium band (524 participants).
EBSA filing schedule strip
Filing strip 111630900 · Associated Universities Inc. PY 2022 · Profit Sharing
Associated Universities Inc. Retirement Plan · $173M · 524 · 95th
- EOY $173M
- EOY 524
- EOY 95th
- EOY Profit Sharing
- EOY near Cfni Retirement Plan
- EOY ind #20752
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 Professional & Technical Services retirement plans → · Plans in District of Columbia →
Associated Universities Inc. Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $202M |
|---|---|
| Net Assets (End of Year) | $173M |
| Net Income | -$28M |
| Employer EIN | 111630900 |
| Plan Effective Date | 1947-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Associated Universities Inc.)
Sponsor-wide plan assets over time
All Associated Universities Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $373M 15.806326600412623% vs 2022
- 2024 filing year
| 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.
- I.a.M. National 401(k) Plan $696M · 31,325
- Williams & Connolly LLP Profit Sharing Plan and Trust $217M · 666
- Arent Fox Profit-Sharing Plan $214M · 469
- Tiaa-Cref Retirement Plan for All Employees of the Aspen Inst. $144M · 506
- The Medical Faculty Associates 401(a) Retirement Plan $105M · 679
Associated Universities Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside District of Columbia, the nearest Profit Sharing by assets is Cfni Retirement Plan in IN ($173M); by covered participants it is United Cerebral Palsy Retirement Plan and Trust in AR (524 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($173M here).
- Cfni Retirement Plan (IN) $173M · 6,104
- Peacehealth Southwest Medical Center Employer Contribution Plan (WA) $173M · 3,089
- White Castle Profit Sharing Plan (OH) $172M · 4,241
- Willamette University Defined Contribution Retirement Plan (OR) $177M · 765
Similar participant headcount
Nearest other-state filings by covered participants (524 participants); asset peers above are excluded.
- United Cerebral Palsy Retirement Plan and Trust (AR) 524 · 0 off
- Aspiranet Profit Sharing (CA) 522 · 2 off
- Segerstrom Center for the Arts 403(b) Retirement Plan (CA) 527 · 3 off
- Insulators Local 46 Supplemental Pension Plan (TN) 521 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.