401(k) · DOL Form 5500 · 2023

Area Agency on Aging, Region One, Incorporated 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
131
Participants Small participant base
57th
Percentile by assets National rank
$71,406
Avg per participant Below avg balance/head
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Official DOL plan name: Area Agency on Aging, Region One, Incorporated 401(k) Plan · Sponsored by Area Agency on Aging, Region One, Incorporated · Arizona · Healthcare & Social Assistance

$9M in assets, 131 participants

Area Agency on Aging, Region One, Incorporated's Area Agency on Aging, Region One, Incorporated 401(k) Plan reported $9M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,107 in Healthcare & Social Assistance (17,684 peers)

Coverage in Arizona

Area Agency on Aging, Region One, Incorporated 401(k) Plan covers 131 participants in Arizona, about 23% of the average Arizona filer (state average ~564 per filing). Assets: $9M.

#11,107
in Healthcare & Social Assistance (17,684 peers)
+13.9%
assets growth YoY

Area Agency on Aging, Region One, Incorporated 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Area Agency on Aging, Region One, Incorporated 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,354,214 Top 43% higher than 57% of 127,068 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 2023

Area Agency on Aging, Region One, Incorporated 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Area Agency on Aging, Region One, Incorporated 401(k) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Area Agency on Aging, Region One, Incorporated 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Area Agency on Aging, Region One, Incorporated 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Area Agency on Aging, Region One, Incorporated 401(k) Plan reported participants rose from 123 in the plan year 2022 filing to 131 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 742371957 · Area Agency on Aging, Region One, Incorporated PY 2023 · 401(k)

Area Agency on Aging, Region One, Incorporated 401(k) Plan · $9M · 131 · 57th

  • TYPE $9M
  • TYPE 131
  • TYPE 57th
  • TYPE 401(k)
  • TYPE near Cmpco Inc 401(k) Profit Sharing Plan
  • TYPE ind #11107

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Area Agency on Aging, Region One, Incorporated 401(k) Plan in the asset neighbourhood

First Utah Bancorporation 401(k) Retirement Savings PlanFirst Utah Bancorporation 40…$9MArea Agency on Aging, Region One, Incorporated 401(k) PlanArea Agency on Aging, Region…$9MCmpco Inc 401(k) Profit Sharing PlanCmpco Inc 401(k) Profit Shar…$9MUnited Fashions of Texas 401(k) PlanUnited Fashions of Texas 401…$9MKornit Digital North America Inc 401(k) Profit Sharing PlanKornit Digital North America…$9M
End-of-year total assets ($M) among Area Agency on Aging, Region One, Incorporated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN742371957
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Area Agency on Aging, Region One, Incorporated)

Sponsor-wide plan assets over time

All Area Agency on Aging, Region One, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$11M 27.967890338912447% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.21M $10.5M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 123 $8M
2023 1 131 $9M
2024 1 133 $11M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Area Agency on Aging, Region One, Incorporated 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Area Agency on Aging, Region One, Incorporated 401(k) Plan, Total assets ($B): 0.009354214 · Participants: 131Area Agency on Aging, Region One, Incorporated 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Area Agency on Aging, Region One, Incorporated 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Area Agency on Aging, Region One, Incorporated 401(k) Plan side-by-side with 3 peers →

Area Agency on Aging, Region One, Incorporated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Cmpco Inc 401(k) Profit Sharing Plan in OH ($9M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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.

Frequently Asked Questions

How did Area Agency on Aging, Region One, Incorporated 401(k) Plan assets move in 2023? ▼
Area Agency on Aging, Region One, Incorporated 401(k) Plan grew at a solid clip - up 13.9% during 2023, from $8M to $9M. Reported net income was $1M.
How have Area Agency on Aging, Region One, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Area Agency on Aging, Region One, Incorporated's sponsor-wide assets grew 28.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Area Agency on Aging, Region One, Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cmpco Inc 401(k) Profit Sharing Plan in OH ($9M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Area Agency on Aging, Region One, Incorporated 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 742371957.

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.