Other · DOL Form 5500 · 2022

Associated Universities Inc. Retirement Plan

Data updated 2026-08-11

$149M
Total assets
585
Participants
95th
Percentile by assets
$254,528
Avg per participant
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Official DOL plan name: Aui Supplemental Retirement Annuity Plan · Sponsored by Associated Universities Inc. · District of Columbia · Professional & Technical Services

$149M in assets, 585 participants

Associated Universities Inc.'s Aui Supplemental Retirement Annuity Plan reported $149M in total assets and 585 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)
  • #20,633 in Professional & Technical Services (21,562 peers)

Coverage in District of Columbia

Aui Supplemental Retirement Annuity Plan covers 585 participants in District of Columbia, about 40% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $149M.

$149M
total plan assets (2022 EOY)
585
covered participants
95th
percentile by assets (of 139,126 plans)
$254,528
avg assets per participant

The plan reported a net loss of $32M 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. Aui Supplemental Retirement Annuity Plan reports 585 participants - about 40% of that state average ($149M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$181M
Net Assets (End of Year)$149M
Net Income-$32M
Employer EIN111630900
Plan Effective Date1974-01-01
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 Other Plans in District of Columbia

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

Aui Supplemental Retirement Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Aui Supplemental Retirement Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 0123 Total assets ($B) Participants Aui Supplemental Ret…Int'l Brotherhood of…Georgetown Universit…American University …Howard University Sa…Georgetown Universit…
Aui Supplemental Retirement Annuity Plan vs. nearby Other plans in District of Columbia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Aui Supplemental Retirement Annuity Plan by total assets, not by location.

Frequently Asked Questions

How did Aui Supplemental Retirement Annuity Plan assets move in 2022?
Aui Supplemental Retirement Annuity Plan declined sharply - down 17.8% during 2022, from $181M to $149M. Reported net income was -$32M.
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 Aui Supplemental Retirement Annuity Plan rank by assets among Form 5500 filers?
Aui Supplemental Retirement Annuity 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 Other plans are similar in size to Aui Supplemental Retirement Annuity Plan?
Among Other plans in other states, the closest by assets is Center for Creative Leadership Retirement Savings Plan in NC ($149M, 423 participants).

Filing takeaways

Ways to act on Aui Supplemental Retirement Annuity Plan's numbers.