401(k) · DOL Form 5500 · 2023

American Academy Holding, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 243
Participants Below avg headcount: 61st
Percentile by assets National rank: $46,980
Avg per participant Low balance/head

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Official DOL plan name: Aapc 401(k) Plan · Sponsored by American Academy Holding, LLC · Utah · Educational Services

$11M in assets, 243 participants

American Academy Holding, LLC's Aapc 401(k) Plan reported $11M in total assets and 243 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

#1,663 in Educational Services (3,735 peers)

Coverage in Utah

Aapc 401(k) Plan covers 243 participants in Utah, about 41% of the average Utah filer (state average ~592 per filing). Assets: $11M.

#1,663
in Educational Services (3,735 peers): +42.2%
assets growth YoY

Aapc 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Aapc 401(k) Plan vs every filed plan by assets

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

$11,416,094 Top 39% higher than 61% 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

Aapc 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. Aapc 401(k) Plan sits mid-pack in the medium band (243 participants).

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%)

Aapc 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Aapc 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
Aapc 401(k) Plan reported participants rose from 210 in the plan year 2022 filing to 243 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 205557600 · American Academy Holding, LLC PY 2023 · 401(k)

Aapc 401(k) Plan · $11M · 243 · 61st

PCT $11M
PCT 243
PCT 61st
PCT 401(k)
PCT near Appellate Advocates Retirement Plan
PCT ind #1663

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 Educational Services retirement plans → · Plans in Utah →

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

Utah filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$11M
Net Income	$3M
Employer EIN	205557600
Plan Effective Date	2019-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (American Academy Holding, LLC)

Latest sponsor-wide plan assets: $16M 94.27609159110703% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	210	$8M
2023	1	243	$11M
2024	1	282	$16M

Nearby 401(k) Plans in Utah

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

Aapc 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants

Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
Deseret 401(k) Plan $5.5B · 24,292
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537

Compare Aapc 401(k) Plan side-by-side with 3 peers →

Aapc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Appellate Advocates Retirement Plan in NY ($11M); by covered participants it is Ebq Retirement Plan in TX (243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Appellate Advocates Retirement Plan (NY) $11M · 79
South Carolina Youth Advocate Program 401(k) Plan (SC) $11M · 147
Plasma Automation/Walsh Atkinson 401(k) Plan (NY) $11M · 65
Delta Group Electronics, Inc. 401(k) Retirement Plan (NM) $11M · 310

Similar participant headcount

Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.

Ebq Retirement Plan (TX) 243 · 0 off
The Architect 401(k) Plan the Printer, Inc. (IA) 243 · 0 off
Ojo Labs 401(k) Plan (TX) 243 · 0 off
Surfstyle 401(k) (FL) 243 · 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 Aapc 401(k) Plan assets move in 2023? ▼

Aapc 401(k) Plan surged - up 42.2% during 2023, from $8M to $11M. Reported net income was $3M.

How have American Academy Holding, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), American Academy Holding, LLC's sponsor-wide assets grew 94.3%, from $8M to $16M.

Which 401(k) plans are similar in size to Aapc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Appellate Advocates Retirement Plan in NY ($11M, 79 participants).

Which 401(k) plans cover a similar participant headcount to Aapc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Ebq Retirement Plan in TX (243 participants, $2M 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 205557600.