Profit Sharing · DOL Form 5500 · 2023
American Insurance & Investment Corporation Profit Sharing Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 32
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $493,315
- Avg per participant High balance/head
Official DOL plan name: American Insurance & Investment Corporation Profit Sharing Plan · Sponsored by American Insurance & Investment Corporation · Utah · Finance & Insurance
$16M in assets, 32 participants
American Insurance & Investment Corporation's American Insurance & Investment Corporation Profit Sharing Plan reported $16M in total assets and 32 participants in its 2023 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.
- #4,754 in Finance & Insurance (8,869 peers)
2023 asset change
American Insurance & Investment Corporation Profit Sharing Plan grew sharply 25.3% in 2023 ($13M → $16M) for 32 participants.
- #4,754
- in Finance & Insurance (8,869 peers)
- +25.3%
- assets growth YoY
American Insurance & Investment Corporation Profit Sharing Plan's outsized position by total assets
American Insurance & Investment Corporation Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,786,094 Top 32% higher than 68% 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
American Insurance & Investment Corporation Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Insurance & Investment Corporation Profit Sharing Plan is a small filing (32 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Insurance & Investment Corporation Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- American Insurance & Investment Corporation Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- American Insurance & Investment Corporation Profit Sharing Plan reported participants fell from 33 in the plan year 2022 filing to 32 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 870237924 · American Insurance & Investment Corporation PY 2023 · Profit Sharing
American Insurance & Investment Corporation Profit Sharing Plan · $16M · 32 · 68th
- PCT $16M
- PCT 32
- PCT 68th
- PCT Profit Sharing
- PCT near Phoenix Center Employee Retirement Plan
- PCT ind #4754
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 Finance & Insurance retirement plans → · Plans in Utah →
American Insurance & Investment Corporation Profit Sharing Plan in the asset neighbourhood
American Insurance & Investment Corporation years around the 2023 move
Sponsor-wide plan assets over time
All American Insurance & Investment Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 6.536546380733527% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $13M |
| 2023 | 1 | 32 | $16M |
| 2024 | 1 | 33 | $13M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 870237924 |
| Plan Effective Date | 1958-12-23 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Utah
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Wgu Retirement Savings Plan $431M · 7,868
- Dyno Nobel Inc. and Subsidiaries Tax Favored Retirement Savings and Investment Plan $320M · 2,460
- Parsons Behle & Latimer Profit Sharing Plan & Trust $147M · 265
- Rio Tinto Alcan 401(k) Savings Plan for Former Employees $118M · N/A
- Campbell Scientific Profit Sharing Plan $106M · 651
American Insurance & Investment Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Utah, the nearest Profit Sharing by assets is Phoenix Center Employee Retirement Plan in NJ ($16M); by covered participants it is Quality Reinforcing, Inc. Profit Sharing Plan in CA (32 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.