Defined Benefit (Pension) · DOL Form 5500 · 2022

American Institute of Certified Public Accountants Pension Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
296
Participants Below avg headcount
93rd
Percentile by assets National rank
$346,825
Avg per participant High balance/head
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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.

  • #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.

#8,189
in Other Services (8,398 peers)
-9.4%
assets change YoY
1.0×
vs typical plan assets (national mean)

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.

American Institute of Certified Public Accountants Revised Staff Pension Plan's outsized position 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 $2,050,000,000 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 Institute of Certified Public Accountants Revised Staff Pension 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 Institute of Certified Public Accountants Revised Staff Pension Plan sits mid-pack in the medium band (296 participants).

Form 5500 schedule snapshot

Filing strip 130432265 · American Institute of Certified Public Accountants PY 2022 · Defined Benefit (Pension)

American Institute of Certified Public Accountants Revised Staff Pension Plan · $103M · 296 · 93rd

  • IND $103M
  • EOY 296
  • 5500 93rd
  • ASSETS Defined Benefit (Pension)
  • PCT near National Fire Protection Association Employees' Retirement Plan
  • EIN ind #8189

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 North Carolina →

American Institute of Certified Public Accountants Revised Staff Pension Plan in the asset neighbourhood

Clark Equipment Company Retirement Plan (Plan 50)Clark Equipment Company Reti…$103MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$103MNational Fire Protection Association Employees' Retirement PlanNational Fire Protection Ass…$103MAmerican Institute of Certified Public Accountants Revised Staff Pension PlanAmerican Institute of Certif…$103MThe Brookdale University Hospital and Medical Center Employees' Retirement PlanThe Brookdale University Hos…$103M
End-of-year total assets ($M) among American Institute of Certified Public Accountants Revised Staff Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All American Institute of Certified Public Accountants plans reported in each filing year

Latest sponsor-wide plan assets
$3M 97.48179382107827% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $103M $2.59M ▼ -97.5%
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 Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants American Institute of Certified Public Accountants Revised Staff Pension Plan, Total assets ($B): 0.102660339 · Participants: 296American Institute of Certified Public Accountants Revised Staff Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
American Institute of Certified Public Accountants Revised Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare American Institute of Certified Public Accountants Revised Staff Pension Plan side-by-side with 3 peers →

American Institute of Certified Public Accountants Revised Staff Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is National Fire Protection Association Employees' Retirement Plan in MA ($103M); by covered participants it is Recycling and General Industrial Union Local 108 Pension Fund in NJ (296 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (296 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Institute of Certified Public Accountants Revised Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Recycling and General Industrial Union Local 108 Pension Fund in NJ (296 participants, $33M 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 130432265.

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.