401(k) · DOL Form 5500 · 2023
Ajk Investments Inc. 401(k) Plan
Data updated 2026-08-25
- $197K
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 11th
- Percentile by assets National rank
Official DOL plan name: Ajk Investments Inc. 401(k) Plan · Sponsored by Ajk Investments Inc. · Kentucky · Other Services
$197K in assets, N/A participants
Ajk Investments Inc.'s Ajk Investments Inc. 401(k) Plan reported $197K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 11th 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.
- #1,791 in Other Services (7,857 peers)
2023 asset change
Ajk Investments Inc. 401(k) Plan surged 67.2% in 2023 ($118K → $197K) for N/A participants.
- #1,791
- in Other Services (7,857 peers)
- +67.2%
- assets growth YoY
Ajk Investments Inc. 401(k) Plan among the smaller filed plans by assets
Ajk Investments Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$197,111 11th percentile higher than 11% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ajk Investments Inc. 401(k) Plan end-of-year assets rose from $118K in the plan year 2022 filing to $197K in the plan year 2023 filing.
- Ajk Investments Inc. 401(k) Plan reported net income fell from $118K in the plan year 2022 filing to $79K in the plan year 2023 filing.
DOL schedule card
Filing strip 881704473 · Ajk Investments Inc. PY 2023 · 401(k)
Ajk Investments Inc. 401(k) Plan · $197K · N/A · 11th
- TYPE $197K
- NET N/A
- BOOK 11th
- VS-ST 401(k)
- BOY near Cali Kind Clothing Co 401(k) Profit Sharing Plan & Trust
- SCH ind #1791
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 Kentucky →
Ajk Investments Inc. 401(k) Plan in the asset neighbourhood
Ajk Investments Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Ajk Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $118K |
| 2023 | 1 | N/A | $197K |
| 2024 | 1 | N/A | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $118K |
|---|---|
| Net Assets (End of Year) | $197K |
| Net Income | $79K |
| Employer EIN | 881704473 |
| Plan Effective Date | 2022-04-08 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
- Humana Retirement Savings Plan $7.4B · 45,938
- UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
- Scionhealth 401(k) Plan $1.2B · 33,226
- Lexmark Savings Plan $1.2B · 1,968
Ajk Investments Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside Kentucky, the nearest 401(k) by end-of-year assets is Cali Kind Clothing Co 401(k) Profit Sharing Plan & Trust in CA at $197K (this filing: $197K).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($197K here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.