401(k) · DOL Form 5500 · 2023

Aaa Mid States 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
96
Participants Small participant base
55th
Percentile by assets National rank
$90,289
Avg per participant Below avg balance/head
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Official DOL plan name: Aaa Mid States 401(k) Plan · Sponsored by Aaa Mid States · Pennsylvania · Transportation & Warehousing

$9M in assets, 96 participants

Aaa Mid States's Aaa Mid States 401(k) Plan reported $9M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #1,884 in Transportation & Warehousing (3,362 peers)

Aaa Mid States multi-year trail

Aaa Mid States's plans moved +31.5% in assets from 2022 to 2024; this filing shows Aaa Mid States 401(k) Plan at $9M / 96 participants.

#1,884
in Transportation & Warehousing (3,362 peers)
+13.1%
assets growth YoY

Aaa Mid States 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Aaa Mid States 401(k) Plan vs every filed plan by assets

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

$8,667,700 Top 45% higher than 55% 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

Aaa Mid States 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. Aaa Mid States 401(k) Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aaa Mid States 401(k) Plan reported net income rose from -$990K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Aaa Mid States 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Aaa Mid States 401(k) Plan reported participants fell from 104 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 232227715 · Aaa Mid States PY 2023 · 401(k)

Aaa Mid States 401(k) Plan · $9M · 96 · 55th

  • IND $9M
  • EOY 96
  • 5500 55th
  • ASSETS 401(k)
  • PCT near Eastway Corporation 401(k) Savings and Retirement Plan
  • EIN ind #1884

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 Transportation & Warehousing retirement plans → · Plans in Pennsylvania →

Aaa Mid States 401(k) Plan in the asset neighbourhood

Aaa Mid States 401(k) Plan$9MEastway Corporation 401(k) Savings and Retirement PlanEastway Corporation 401(k) S…$9MSafety Marking Corp. 401(k) PlanSafety Marking Corp. 401(k) …$9MAoi Corporation 401(k) Plan$9MBerkshire Blanket, Inc. 401(k) Profit Sharing PlanBerkshire Blanket, Inc. 401(…$9M
End-of-year total assets ($M) among Aaa Mid States 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aaa Mid States multi-year asset trail

Sponsor-wide plan assets over time

All Aaa Mid States plans reported in each filing year

Latest sponsor-wide plan assets
$10M 31.536370936247614% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.66M $10.1M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 104 $8M
2023 1 96 $9M
2024 1 97 $10M

Aaa Mid States filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN232227715
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Aaa Mid States 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Aaa Mid States 401(k) Plan, Total assets ($B): 0.0086677 · Participants: 96Aaa Mid States 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Aaa Mid States 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Aaa Mid States 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Eastway Corporation 401(k) Savings and Retirement Plan in OH ($9M); by covered participants it is Knowledge Link Inc. 401(k) Plan in VA (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Aaa Mid States 401(k) Plan assets move in 2023? ▼
Aaa Mid States 401(k) Plan grew at a solid clip - up 13.1% during 2023, from $8M to $9M. Reported net income was $1M.
How have Aaa Mid States plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaa Mid States's sponsor-wide assets grew 31.5%, from $8M to $10M.
Which 401(k) plans are similar in size to Aaa Mid States 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eastway Corporation 401(k) Savings and Retirement Plan in OH ($9M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Aaa Mid States 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 232227715.

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.