401(k) · DOL Form 5500 · 2022

American Quarter Horse Association 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
205
Participants Below avg headcount
68th
Percentile by assets National rank
$58,351
Avg per participant Low balance/head
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Official DOL plan name: American Quarter Horse Association 401(k) Plan · Sponsored by American Quarter Horse Association · Texas · Other Services

$12M in assets, 205 participants

American Quarter Horse Association's American Quarter Horse Association 401(k) Plan reported $12M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,866 in Other Services (8,398 peers)

Coverage in Texas

American Quarter Horse Association 401(k) Plan covers 205 participants in Texas, about 30% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#6,866
in Other Services (8,398 peers)
-16.3%
assets change YoY

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 Quarter Horse Association 401(k) Plan's outsized position by total assets

American Quarter Horse Association 401(k) Plan vs every filed plan by assets

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

$11,962,027 Top 32% higher than 68% 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 Quarter Horse Association 401(k) 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. American Quarter Horse Association 401(k) Plan sits mid-pack in the medium band (205 participants).

EBSA filing schedule strip

Filing strip 750725576 · American Quarter Horse Association PY 2022 · 401(k)

American Quarter Horse Association 401(k) Plan · $12M · 205 · 68th

  • IND $12M
  • IND 205
  • IND 68th
  • IND 401(k)
  • IND near Southern Orthodontic Partners 401(k) Plan
  • IND ind #6866

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 Other Services retirement plans → · Plans in Texas →

American Quarter Horse Association 401(k) Plan in the asset neighbourhood

American Quarter Horse Association 401(k) PlanAmerican Quarter Horse Assoc…$12MSouthern Orthodontic Partners 401(k) PlanSouthern Orthodontic Partner…$12MCaran Precision Eng. & Mfg. Corp. Retirement Savings PlanCaran Precision Eng. & Mfg. …$12MColonial Automotive Group 401(k) PlanColonial Automotive Group 40…$12MCyclone Drilling, Inc. 401(k) PlanCyclone Drilling, Inc. 401(k…$12M
End-of-year total assets ($M) among American Quarter Horse Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN750725576
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Quarter Horse Association)

Sponsor-wide plan assets over time

All American Quarter Horse Association plans reported in each filing year

Latest sponsor-wide plan assets
$17M 72.2665081956459% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $61.3M $17M ▼ -72.3%
Year Plans Participants Total Assets
2022 2 236 $61M
2023 2 225 $69M
2024 1 215 $17M

Nearby 401(k) Plans in Texas

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

American Quarter Horse Association 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants American Quarter Horse Association 401(k) Plan, Total assets ($B): 0.011962027 · Participants: 205American Quarter Horse Association 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
American Quarter Horse Association 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

American Quarter Horse Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Southern Orthodontic Partners 401(k) Plan in TN ($12M); by covered participants it is Fresh Venture Foods 401(k) Plan in CA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Quarter Horse Association 401(k) Plan assets move in 2022?
American Quarter Horse Association 401(k) Plan declined sharply - down 16.3% during 2022, from $14M to $12M. Reported net income was -$2M.
How have American Quarter Horse Association plan assets changed over time?
Across 3 plan years on file (2022-2024), American Quarter Horse Association's sponsor-wide assets declined 72.3%, from $61M to $17M.
Which 401(k) plans are similar in size to American Quarter Horse Association 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Southern Orthodontic Partners 401(k) Plan in TN ($12M, 523 participants).
Which 401(k) plans cover a similar participant headcount to American Quarter Horse Association 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Fresh Venture Foods 401(k) Plan in CA (205 participants, N/A in assets).