401(k)
2022 plan-year 401(k) DOL Form 5500

AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

AAK USA INC

This 401(k) plan holds $28M in total assets and serves 501 participants as of 2022. It is sponsored by AAK USA INC in New Jersey. The plan reported a net loss of $5M for the year.

Total Assets (2023)
$28M
Participants
501
State
Industry
Manufacturing

What the Filing Says About AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST

AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) retirement plan sponsored by AAK USA INC, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $28M in total end-of-year assets and covers 501 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 133445572, and the plan has been effective since 1990-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $33M at the beginning of 2022 to $28M at year-end — a decline of 13.8%. Net assets (after liabilities) closed the year at $28M, with reported net income of $-4,559,409 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$33M
Total Assets (End of Year)$28M
Net Assets (End of Year)$28M
Net Income$-4,559,409
Plan Type401(k)
Employer EIN133445572
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AAK USA INC)

Year Plans Participants Total Assets
2022 1 501 $28M
2023 1 453 $36M
2024 1 485 $44M

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Frequently Asked Questions

How much money is in the AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST?
As of the 2022 Form 5500 filing, AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST holds $28M in total assets with 501 participants. It is sponsored by AAK USA INC.
What type of plan is AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST?
AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) plan. It has been effective since 1990-01-01. The plan is filed with the U.S. Department of Labor under EIN 133445572.
Who sponsors the AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST?
AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST is sponsored by AAK USA INC, located in New Jersey. The sponsor's EIN is 133445572 and the plan operates in the Manufacturing industry.
How did AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST perform in 2022?
AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST declined by 13.8% during 2022, moving from $33M to $28M in total assets. Net income was $-4,559,409.
Where can I find official filings for AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST?
Official Form 5500 filings for AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 133445572 or plan name at efast.dol.gov.
How does AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST compare to other plans?
You can compare AAK USA INC 401(K) PROFIT SHARING PLAN & TRUST against other 401(k) plans on the plan type page, or view plans in New Jersey on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 133445572.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.