401(k) · DOL Form 5500 · 2023
The American Occupational Therapy Association, Inc. 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $207,936
- Avg per participant Above avg balance/head
Official DOL plan name: The American Occupational Therapy Association, Inc. 401(k) Retirement Plan · Sponsored by The American Occupational Therapy Association, Inc. · Maryland · Other Services
$17M in assets, 83 participants
The American Occupational Therapy Association, Inc.'s The American Occupational Therapy Association, Inc. 401(k) Retirement Plan reported $17M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.
- #6,553 in Other Services (7,857 peers)
The American Occupational Therapy Association, Inc. multi-year trail
The American Occupational Therapy Association, Inc.'s plans moved +24.9% in assets from 2022 to 2024; this filing shows The American Occupational Therapy Association, Inc. 401(k) Retirement Plan at $17M / 83 participants.
- #6,553
- in Other Services (7,857 peers)
- +25.7%
- assets growth YoY
The American Occupational Therapy Association, Inc. 401(k) Retirement Plan's outsized position by total assets
The American Occupational Therapy Association, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,258,701 Top 30% higher than 70% 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
The American Occupational Therapy Association, Inc. 401(k) Retirement 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. The American Occupational Therapy Association, Inc. 401(k) Retirement Plan is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The American Occupational Therapy Association, Inc. 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- The American Occupational Therapy Association, Inc. 401(k) Retirement Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- The American Occupational Therapy Association, Inc. 401(k) Retirement Plan reported participants rose from 79 in the plan year 2022 filing to 83 in the plan year 2023 filing.
DOL schedule card
Filing strip 131526422 · The American Occupational Therapy Association, Inc. PY 2023 · 401(k)
The American Occupational Therapy Association, Inc. 401(k) Retirement Plan · $17M · 83 · 70th
- EBSA $17M
- PART 83
- TYPE 70th
- NET 401(k)
- BOOK near Peoples Financial Group, Inc. ESOP W/401(k) Provisions
- VS-ST ind #6553
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 Other Services retirement plans → · Plans in Maryland →
The American Occupational Therapy Association, Inc. 401(k) Retirement Plan in the asset neighbourhood
The American Occupational Therapy Association, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The American Occupational Therapy Association, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 24.933988559352247% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $14M |
| 2023 | 1 | 83 | $17M |
| 2024 | 1 | 78 | $17M |
The American Occupational Therapy Association, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $4M |
| Employer EIN | 131526422 |
| Plan Effective Date | 1985-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $2.2B · 80,121
The American Occupational Therapy Association, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Peoples Financial Group, Inc. ESOP W/401(k) Provisions in SC ($17M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Peoples Financial Group, Inc. ESOP W/401(k) Provisions (SC) $17M · 78
- Suvoda LLC 401(k) Plan (PA) $17M · 349
- Frasco, Inc. 401(k) Plan (CA) $17M · 232
- Nassau Candy Retirement Savings Plan (NY) $17M · 1,019
Similar participant headcount
Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.
- Brightpearl 401(k) Plan (TX) 83 · 0 off
- Southern Tea, LLC New Jersey 401(k) Plan (GA) 83 · 0 off
- Ikon Group Pension Plan (PR) 83 · 0 off
- Fabtex, Inc. 401(k) Profit Sharing Plan (PA) 83 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.