401(k) · DOL Form 5500 · 2023

Aea Investors LP 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
161
Participants Small participant base
90th
Percentile by assets National rank
$520,150
Avg per participant High balance/head
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Official DOL plan name: Aea Investors LP 401(k) Savings Plan · Sponsored by Aea Investors LP · New York · Finance & Insurance

$84M in assets, 161 participants

Aea Investors LP's Aea Investors LP 401(k) Savings Plan reported $84M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,513 in Finance & Insurance (8,869 peers)

Coverage in New York

Aea Investors LP 401(k) Savings Plan covers 161 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $84M.

#7,513
in Finance & Insurance (8,869 peers)
+22.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Aea Investors LP 401(k) Savings Plan's outsized position by total assets

Aea Investors LP 401(k) Savings Plan vs every filed plan by assets

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

$83,744,085 Top 10% higher than 90% 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

Aea Investors LP 401(k) Savings 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. Aea Investors LP 401(k) Savings Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aea Investors LP 401(k) Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Aea Investors LP 401(k) Savings Plan end-of-year assets rose from $68M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Aea Investors LP 401(k) Savings Plan reported participants rose from 139 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 593761840 · Aea Investors LP PY 2023 · 401(k)

Aea Investors LP 401(k) Savings Plan · $84M · 161 · 90th

  • PHOTO $84M
  • PHOTO 161
  • PHOTO 90th
  • PHOTO 401(k)
  • PHOTO near Cooperative Regions of Organic Producer Pools Cooperative, Inc. 401(k) Retirement Savings Plan
  • PHOTO ind #7513

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 Finance & Insurance retirement plans → · Plans in New York →

Aea Investors LP 401(k) Savings Plan in the asset neighbourhood

Cooperative Regions of Organic Producer Pools Cooperative, Inc. 401(k) Retirement Savings PlanCooperative Regions of Organ…$84MAea Investors LP 401(k) Savings PlanAea Investors LP 401(k) Savi…$84MAhold Delhaize USA 401(k) PlanAhold Delhaize USA 401(k) Pl…$84MNeo Tech Employee 401(k) Savings & Investment PlanNeo Tech Employee 401(k) Sav…$84MAir Line Pilots Association International Deferred Savings Plan for Management/Non-Bargaining EmployeesAir Line Pilots Association …$84M
End-of-year total assets ($M) among Aea Investors LP 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$84M
Net Income$16M
Employer EIN593761840
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aea Investors LP)

Sponsor-wide plan assets over time

All Aea Investors LP plans reported in each filing year

Latest sponsor-wide plan assets
$95M 38.73241024659649% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $68.2M $94.6M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 139 $68M
2023 1 161 $84M
2024 1 176 $95M

Nearby 401(k) Plans in New York

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

Aea Investors LP 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Aea Investors LP 401(k) Savings Plan, Total assets ($B): 0.083744085 · Participants: 161Aea Investors LP 401(k) Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Aea Investors LP 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Aea Investors LP 401(k) Savings Plan side-by-side with 3 peers →

Aea Investors LP 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Cooperative Regions of Organic Producer Pools Cooperative, Inc. 401(k) Retirement Savings Plan in WI ($84M); by covered participants it is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Aea Investors LP 401(k) Savings Plan assets move in 2023? ▼
Aea Investors LP 401(k) Savings Plan grew sharply - up 22.8% during 2023, from $68M to $84M. Reported net income was $16M.
How have Aea Investors LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aea Investors LP's sponsor-wide assets grew 38.7%, from $68M to $95M.
Where does Aea Investors LP 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Aea Investors LP 401(k) Savings Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Aea Investors LP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cooperative Regions of Organic Producer Pools Cooperative, Inc. 401(k) Retirement Savings Plan in WI ($84M, 1,029 participants).
Which 401(k) plans cover a similar participant headcount to Aea Investors LP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kansas Crossing Casino, Lc 401(k) Plan in KS (161 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 593761840.

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.