Defined Benefit (Pension) · DOL Form 5500 · 2022

American Institute of Certified Public Accountants Pension Plan

Data updated 2026-08-11

$103M
Total assets
296
Participants
93rd
Percentile by assets
$346,825
Avg per participant
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Official DOL plan name: American Institute of Certified Public Accountants Revised Staff Pension Plan · Sponsored by American Institute of Certified Public Accountants · North Carolina · Other Services

$103M in assets, 296 participants

American Institute of Certified Public Accountants's American Institute of Certified Public Accountants Revised Staff Pension Plan reported $103M in total assets and 296 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)
  • #8,189 in Other Services (8,398 peers)

Coverage in North Carolina

American Institute of Certified Public Accountants Revised Staff Pension Plan covers 296 participants in North Carolina, about 36% of the average North Carolina filer (state average ~819 per filing). Assets: $103M.

$103M
total plan assets (2022 EOY)
296
covered participants
93rd
percentile by assets (of 139,126 plans)
$346,825
avg assets per participant

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where American Institute of Certified Public Accountants Revised Staff Pension Plan sits by total assets

American Institute of Certified Public Accountants Revised Staff Pension Plan vs every filed plan by assets

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

$102,660,339 Top 7% higher than 93% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. American Institute of Certified Public Accountants Revised Staff Pension Plan reports 296 participants - about 36% of that state average ($103M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$103M
Net Income-$11M
Employer EIN130432265
Plan Effective Date1943-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Institute of Certified Public Accountants)

$-50M$0M$50M$100M$150M 202220232024 $103M $2.59M ▼ -97.5%
Total plan assets by year, all American Institute of Certified Public Accountants plans on file
Year Plans Participants Total Assets
2022 1 296 $103M
2023 1 287 $105M
2024 1 236 $3M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American Institute of Certified Public Accountants Revised Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants

American Institute of Certified Public Accountants Revised Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants American Institute o…Honeywell Retirement…Truist Financial Cor…Duke Energy Legacy P…Duke Energy Retireme…Time Warner Cable Pe…
American Institute of Certified Public Accountants Revised Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to American Institute of Certified Public Accountants Revised Staff Pension Plan by total assets, not by location.

Frequently Asked Questions

How did American Institute of Certified Public Accountants Revised Staff Pension Plan assets move in 2022?
American Institute of Certified Public Accountants Revised Staff Pension Plan pulled back noticeably - down 9.4% during 2022, from $113M to $103M. Reported net income was -$11M.
How have American Institute of Certified Public Accountants plan assets changed over time?
Across 3 plan years on file (2022-2024), American Institute of Certified Public Accountants's sponsor-wide assets declined 97.5%, from $103M to $3M.
Where does American Institute of Certified Public Accountants Revised Staff Pension Plan rank by assets among Form 5500 filers?
American Institute of Certified Public Accountants Revised Staff Pension Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to American Institute of Certified Public Accountants Revised Staff Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Fire Protection Association Employees' Retirement Plan in MA ($103M, 191 participants).

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Filing takeaways

Ways to act on American Institute of Certified Public Accountants Revised Staff Pension Plan's numbers.

  • By total assets, American Institute of Certified Public Accountants Revised Staff Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in North Carolina. Compare plans
  • American Institute of Certified Public Accountants's sponsor-wide assets have declined 97.5% since 2022 across 3 plan years on file. More Other Services plans