401(k) · DOL Form 5500 · 2022
Associations, Inc. 401(k) Plan
Data updated 2026-08-11
- $109M
- Total assets
- 6,134
- Participants
- 93rd
- Percentile by assets
- $17,776
- Avg per participant
Official DOL plan name: Associa, Inc. 401(k) Plan · Sponsored by Associations, Inc. · Texas · Real Estate
$109M in assets, 6,134 participants
Associations, Inc.'s Associa, Inc. 401(k) Plan reported $109M in total assets and 6,134 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #4,969 in Real Estate (5,057 peers)
Coverage in Texas
Associa, Inc. 401(k) Plan covers 6,134 participants in Texas, 8.9x the typical Texas plan (state average ~688 per filing). Assets: $109M.
- $109M
- total plan assets (2022 EOY)
- 6,134
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $17,776
- avg assets per participant
The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Associa, Inc. 401(k) Plan reports 6,134 participants - 8.9x that state average ($109M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | -$19M |
| Employer EIN | 753014941 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Associations, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,134 | $109M |
| 2023 | 1 | 6,223 | $127M |
| 2024 | 1 | 6,146 | $130M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Associa, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Scale composition for Associa, Inc. 401(k) Plan
Associa, Inc. 401(k) Plan reports $109M in end-of-year assets across 6,134 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $17,776 per participant (13% of the national average assets-per-participant) . Net income for plan year 2022 was -$19M.
This plan identity (EIN 753014941, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $109M to $130M (+18.9%) while covered participants moved from 6,134 to 6,146 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,134 | $109M | This page |
| 2023 | 6,223 | $127M | Open filing |
| 2024 · index core | 6,146 | $130M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Associa, Inc. 401(k) Plan (401(k), $130M, 6,146 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Associa, Inc. 401(k) Plan by total assets, not by location.
- Nfi Group 401(k) Plan (CA) $109M · 2,621
- Pinterest 401(k) Plan (CA) $109M · 1,567
- Tonkon Torp LLP Profit Sharing and 401(k) Plan (OR) $109M · 189
- Pathward, National Association 401(k) Plan (SD) $109M · 1,152
Frequently Asked Questions
How did Associa, Inc. 401(k) Plan assets move in 2022? ▼
How have Associations, Inc. plan assets changed over time? ▼
Where does Associa, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Associa, Inc. 401(k) Plan? ▼
Next read for Associa, Inc. 401(k) Plan
Filing takeaways
Ways to act on Associa, Inc. 401(k) Plan's numbers.
- By total assets, Associa, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Associations, Inc.'s sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Real Estate plans