Defined Benefit (Pension) · DOL Form 5500 · 2022

Aaa Arizona, Inc. Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
110
Participants Small participant base
77th
Percentile by assets National rank
$174,747
Avg per participant Above avg balance/head
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Official DOL plan name: Aaa Arizona, Inc. Cash Balance Plan and Trust · Sponsored by Aaa Arizona, Inc. · California · Transportation & Warehousing

$19M in assets, 110 participants

Aaa Arizona, Inc.'s Aaa Arizona, Inc. Cash Balance Plan and Trust reported $19M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #2,991 in Transportation & Warehousing (3,876 peers)

Coverage in California

Aaa Arizona, Inc. Cash Balance Plan and Trust covers 110 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $19M.

#2,991
in Transportation & Warehousing (3,876 peers)
-10.9%
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.

Aaa Arizona, Inc. Cash Balance Plan and Trust's outsized position by total assets

Aaa Arizona, Inc. Cash Balance Plan and Trust vs every filed plan by assets

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

$19,222,154 Top 23% higher than 77% 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

Aaa Arizona, Inc. Cash Balance Plan and 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. Aaa Arizona, Inc. Cash Balance Plan and Trust sits mid-pack in the medium band (110 participants).

EBSA filing schedule strip

Filing strip 860002037 · Aaa Arizona, Inc. PY 2022 · Defined Benefit (Pension)

Aaa Arizona, Inc. Cash Balance Plan and Trust · $19M · 110 · 77th

  • PCT $19M
  • PCT 110
  • PCT 77th
  • PCT Defined Benefit (Pension)
  • PCT near The Retirement Plan of Power Financial Credit Union
  • PCT ind #2991

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 Transportation & Warehousing retirement plans → · Plans in California →

Aaa Arizona, Inc. Cash Balance Plan and Trust in the asset neighbourhood

Stauffer Biscuit Company Pension PlanStauffer Biscuit Company Pen…$19MAaa Arizona, Inc. Cash Balance Plan and TrustAaa Arizona, Inc. Cash Balan…$19MThe Retirement Plan of Power Financial Credit UnionThe Retirement Plan of Power…$19MEnt and Allergy Associates, LLP Cash Balance Pension Plan IEnt and Allergy Associates, …$19MPension Plan for Employees of Centreville Savings BankPension Plan for Employees o…$19M
End-of-year total assets ($M) among Aaa Arizona, Inc. Cash Balance Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN860002037
Plan Effective Date1969-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaa Arizona, Inc.)

Sponsor-wide plan assets over time

All Aaa Arizona, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 11.344992866044045% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $19.2M $17M ▼ -11.3%
Year Plans Participants Total Assets
2022 1 110 $19M
2023 1 99 $17M
2024 1 96 $17M

Nearby Defined Benefit (Pension) Plans in California

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

Aaa Arizona, Inc. Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Aaa Arizona, Inc. Cash Balance Plan and Trust, Total assets ($B): 0.019222154 · Participants: 110Aaa Arizona, Inc. Cash Balance Plan and TrustKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Aaa Arizona, Inc. Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Aaa Arizona, Inc. Cash Balance Plan and Trust side-by-side with 3 peers →

Aaa Arizona, Inc. Cash Balance Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Retirement Plan of Power Financial Credit Union in FL ($19M); by covered participants it is Defined Benefit Pension Plan of Courage Center in MN (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Aaa Arizona, Inc. Cash Balance Plan and Trust assets move in 2022? ▼
Aaa Arizona, Inc. Cash Balance Plan and Trust pulled back noticeably - down 10.9% during 2022, from $22M to $19M. Reported net income was -$2M.
How have Aaa Arizona, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaa Arizona, Inc.'s sponsor-wide assets declined 11.3%, from $19M to $17M.
Where does Aaa Arizona, Inc. Cash Balance Plan and Trust rank by assets among Form 5500 filers? ▼
Aaa Arizona, Inc. Cash Balance Plan and Trust ranks in the 77th 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 Defined Benefit (Pension) plans are similar in size to Aaa Arizona, Inc. Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Plan of Power Financial Credit Union in FL ($19M, 53 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Aaa Arizona, Inc. Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Pension Plan of Courage Center in MN (110 participants, $26M 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 860002037.

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.