Other · DOL Form 5500 · 2022
Associated Universities Inc. Retirement Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 585
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $254,528
- Avg per participant Above avg balance/head
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.
- #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.
- #20,633
- in Professional & Technical Services (21,562 peers)
- -17.8%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
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.
Aui Supplemental Retirement Annuity Plan's outsized position by total assets
Aui Supplemental Retirement Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$148,898,965 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
Aui Supplemental Retirement Annuity 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. Aui Supplemental Retirement Annuity Plan sits mid-pack in the medium band (585 participants).
EBSA filing schedule strip
Filing strip 111630900 · Associated Universities Inc. PY 2022 · Other
Aui Supplemental Retirement Annuity Plan · $149M · 585 · 95th
- BOY $149M
- BOY 585
- BOY 95th
- BOY Other
- BOY near Center for Creative Leadership Retirement Savings Plan
- BOY ind #20633
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 →
Aui Supplemental Retirement Annuity Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $181M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | -$32M |
| Employer EIN | 111630900 |
| Plan Effective Date | 1974-01-01 |
| 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 Other Plans in District of Columbia
Peer Other plans, same state, same plan type, ranked by total assets.
- Int'l Brotherhood of Electrical Workers' Pension Benefit Fund $2.5B · 419,935
- Georgetown University Defined Contribution Retirement Plan $2.0B · 4,918
- American University Defined Contribution Retirement Plan $1.1B · 2,632
- Howard University Savings Plan $1.0B · 5,159
- Georgetown University Voluntary Contribution Retirement Plan $741M · 13,020
Aui Supplemental Retirement Annuity Plan's out-of-state Other peers by assets and headcount
Outside District of Columbia, the nearest Other by assets is Center for Creative Leadership Retirement Savings Plan in NC ($149M); by covered participants it is Family Health Center 403(b) Plan in TX (585 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- Center for Creative Leadership Retirement Savings Plan (NC) $149M · 423
- Columbia University Defined Contribution Plan for Supporting Staff (NY) $149M · 1,114
- Appalachian Regional Healthcare, Inc. Thrift Plan (KY) $148M · 4,334
- Messiah University Defined Contribution Retirement Plan (PA) $148M · 1,427
Similar participant headcount
Nearest other-state filings by covered participants (585 participants); asset peers above are excluded.
- Family Health Center 403(b) Plan (TX) 585 · 0 off
- Seattle Symphony Savings Plan (WA) 584 · 1 off
- Ub Foundation Activities, Inc Retirement Plan (NY) 584 · 1 off
- Boston Healthcare for the Homeless 403(b) Retirement Plan (MA) 586 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.