401(k) · DOL Form 5500 · 2022

Association for Energy Affordability, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
96
Participants Small participant base
63rd
Percentile by assets National rank
$93,401
Avg per participant Below avg balance/head
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Official DOL plan name: Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan · Sponsored by Association for Energy Affordability, Inc. · New York · Professional & Technical Services

$9M in assets, 96 participants

Association for Energy Affordability, Inc.'s Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan reported $9M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #13,183 in Professional & Technical Services (21,562 peers)

Association for Energy Affordability, Inc. multi-year trail

Association for Energy Affordability, Inc.'s plans moved +42.9% in assets from 2022 to 2024; this filing shows Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan at $9M / 96 participants.

#13,183
in Professional & Technical Services (21,562 peers)
-14.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$8,966,529 Top 37% higher than 63% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan is a small filing (96 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 133374285 · Association for Energy Affordability, Inc. PY 2022 · 401(k)

Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan · $9M · 96 · 63rd

  • PCT $9M
  • EIN 96
  • RANK 63rd
  • PHOTO 401(k)
  • IND near Statistics & Data Corporation 401(k) Plan
  • EOY ind #13183

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 New York →

Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan in the asset neighbourhood

Association for Energy Affordability, Inc 401(k)/Profit Sharing PlanAssociation for Energy Affor…$9MStatistics & Data Corporation 401(k) PlanStatistics & Data Corporatio…$9MCentral Care, P.a. 401(k) Profit Sharing PlanCentral Care, P.a. 401(k) Pr…$9MFeeney, Inc. 401(k) Plan$9MCreps United Publications 401(k) Profit Sharing PlanCreps United Publications 40…$9M
End-of-year total assets ($M) among Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Association for Energy Affordability, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Association for Energy Affordability, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.85725278979191% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.97M $12.8M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 96 $9M
2023 1 106 $11M
2024 1 113 $13M

Association for Energy Affordability, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN133374285
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan, Total assets ($B): 0.008966529 · Participants: 96Association for Energy Affordability, Inc 401(k)/Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Statistics & Data Corporation 401(k) Plan in AZ ($9M); by covered participants it is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan assets move in 2022?
Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan pulled back noticeably - down 14.2% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Association for Energy Affordability, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Association for Energy Affordability, Inc.'s sponsor-wide assets grew 42.9%, from $9M to $13M.
Which 401(k) plans are similar in size to Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Statistics & Data Corporation 401(k) Plan in AZ ($9M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Association for Energy Affordability, Inc 401(k)/Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Carolina Hearts Home Care 401(k) P/S Plan in NC (96 participants, $46K in assets).