401(k) · DOL Form 5500 · 2022

American Assets Trust, LP 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
197
Participants Below avg headcount
75th
Percentile by assets National rank
$89,411
Avg per participant Below avg balance/head
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Official DOL plan name: American Assets Trust LP 401(k) Profit Sharing Plan & Trust · Sponsored by American Assets Trust, LP · California · Finance & Insurance

$18M in assets, 197 participants

American Assets Trust, LP's American Assets Trust LP 401(k) Profit Sharing Plan & Trust reported $18M in total assets and 197 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,658 in Finance & Insurance (9,261 peers)

Coverage in California

American Assets Trust LP 401(k) Profit Sharing Plan & Trust covers 197 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $18M.

#5,658
in Finance & Insurance (9,261 peers)
-8.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Assets Trust LP 401(k) Profit Sharing Plan & Trust's outsized position by total assets

American Assets Trust LP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$17,613,889 Top 25% higher than 75% 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

American Assets Trust LP 401(k) Profit Sharing Plan & Trust 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. American Assets Trust LP 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (197 participants).

Plan-year Form 5500 strip

Filing strip 273338894 · American Assets Trust, LP PY 2022 · 401(k)

American Assets Trust LP 401(k) Profit Sharing Plan & Trust · $18M · 197 · 75th

  • PCT $18M
  • EIN 197
  • RANK 75th
  • PHOTO 401(k)
  • IND near The Belt Railway Company of Chicago 401(k) for Collective Bargaining Employees
  • EOY ind #5658

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 Finance & Insurance retirement plans → · Plans in California →

American Assets Trust LP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

American Assets Trust LP 401(k) Profit Sharing Plan & TrustAmerican Assets Trust LP 401…$18MThe Belt Railway Company of Chicago 401(k) for Collective Bargaining EmployeesThe Belt Railway Company of …$18MAllen Aircraft Products, Inc. 401(k) Profit Sharing PlanAllen Aircraft Products, Inc…$18MCotting School 401(k) Retirement PlanCotting School 401(k) Retire…$18MKoller Enterprises 401(k) PlanKoller Enterprises 401(k) Pl…$18M
End-of-year total assets ($M) among American Assets Trust LP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN273338894
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Assets Trust, LP)

Sponsor-wide plan assets over time

All American Assets Trust, LP plans reported in each filing year

Latest sponsor-wide plan assets
$27M 54.64715940925936% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.6M $27.2M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 197 $18M
2023 1 207 $22M
2024 1 222 $27M

Nearby 401(k) Plans in California

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

American Assets Trust LP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants American Assets Trust LP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.017613889 · Participants: 197American Assets Trust LP 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
American Assets Trust LP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare American Assets Trust LP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

American Assets Trust LP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Belt Railway Company of Chicago 401(k) for Collective Bargaining Employees in IL ($18M); by covered participants it is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (197 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 American Assets Trust LP 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
American Assets Trust LP 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 8.6% during 2022, from $19M to $18M. Reported net income was -$2M.
How have American Assets Trust, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Assets Trust, LP's sponsor-wide assets grew 54.6%, from $18M to $27M.
Where does American Assets Trust LP 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
American Assets Trust LP 401(k) Profit Sharing Plan & Trust ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to American Assets Trust LP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Belt Railway Company of Chicago 401(k) for Collective Bargaining Employees in IL ($18M, 390 participants).
Which 401(k) plans cover a similar participant headcount to American Assets Trust LP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Solar Supply, LLC 401(k) Profit Sharing Plan in LA (197 participants, $16M in assets).

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 273338894.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.