401(k) · DOL Form 5500 · 2023

Aai Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 96
Participants Small participant base: 58th
Percentile by assets National rank: $102,154
Avg per participant Below avg balance/head

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Official DOL plan name: Aai Associates, Inc. 401(k) Plan · Sponsored by Aai Associates, Inc. · New York · Professional & Technical Services

$10M in assets, 96 participants

Aai Associates, Inc.'s Aai Associates, Inc. 401(k) Plan reported $10M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

#11,512 in Professional & Technical Services (20,321 peers)

Aai Associates, Inc. multi-year trail

Aai Associates, Inc.'s plans moved +64.6% in assets from 2022 to 2024; this filing shows Aai Associates, Inc. 401(k) Plan at $10M / 96 participants.

#11,512
in Professional & Technical Services (20,321 peers): +34.5%
assets growth YoY

Aai Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Aai Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$9,806,744 Top 42% higher than 58% 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

Aai Associates, Inc. 401(k) 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. Aai Associates, Inc. 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Aai Associates, Inc. 401(k) Plan reported net income rose from -$578K in the plan year 2022 filing to $2M in the plan year 2023 filing.
Aai Associates, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
Aai Associates, Inc. 401(k) Plan reported participants rose from 93 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352442153 · Aai Associates, Inc. PY 2023 · 401(k)

Aai Associates, Inc. 401(k) Plan · $10M · 96 · 58th

TYPE $10M
NET 96
BOOK 58th
VS-ST 401(k)
BOY near Intelli(K) Pooled Employer Plan
SCH ind #11512

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 Professional & Technical Services retirement plans → · Plans in New York →

End-of-year total assets ($M) among Aai Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aai Associates, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $12M 64.59796939362383% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	93	$7M
2023	1	96	$10M
2024	1	107	$12M

Aai Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	352442153
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in New York

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

Aai Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Aai Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Aai Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Intelli(K) Pooled Employer Plan in OR ($10M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Intelli(K) Pooled Employer Plan (OR) $10M · 203
Staffing 360 Solutions, Inc. & Subsidiaries 401(k) Plan (CT) $10M · 1,665
Aluma-Form, Inc. 401(k) Plan (TN) $10M · 152
Pulmonary & Sleep Medicine Associates 401(k) Profit Sharing Plan (GA) $10M · 21

Similar participant headcount

Nearest other-state filings by covered participants (96 participants); asset peers above are excluded.

Knowledge Link Inc. 401(k) Plan (VA) 96 · 0 off
Fce Benefit Administrators, Inc. 401(k) Plan (CA) 96 · 0 off
Associated Retina Consultants 401(k) Profit Sharing Plan & Trust (AZ) 96 · 0 off
Casto Technical Services, Inc. Employee Savings Plan (WV) 96 · 0 off

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 Aai Associates, Inc. 401(k) Plan assets move in 2023? ▼

Aai Associates, Inc. 401(k) Plan surged - up 34.5% during 2023, from $7M to $10M. Reported net income was $2M.

How have Aai Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aai Associates, Inc.'s sponsor-wide assets grew 64.6%, from $7M to $12M.

Which 401(k) plans are similar in size to Aai Associates, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Intelli(K) Pooled Employer Plan in OR ($10M, 203 participants).

Which 401(k) plans cover a similar participant headcount to Aai Associates, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Knowledge Link Inc. 401(k) Plan in VA (96 participants, $11M 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 352442153.