401(k) · DOL Form 5500 · 2023
Aaa Northern California, Nevada & Utah 401(k) Plan
Data updated 2026-08-11
- $664M
- Total assets
- 5,244
- Participants
- 98th
- Percentile by assets
- $126,577
- Avg per participant
Official DOL plan name: Aaa Ncnu 401(k) Plan · Sponsored by Aaa Northern California, Nevada & Utah · California · Finance & Insurance
$664M in assets, 5,244 participants
Aaa Northern California, Nevada & Utah's Aaa Ncnu 401(k) Plan reported $664M in total assets and 5,244 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- 98th percentile by assets (of 127,072 plans)
- #8,544 in Finance & Insurance (8,869 peers)
Coverage in California
Aaa Ncnu 401(k) Plan covers 5,244 participants in California, 8.3x the typical California plan (state average ~630 per filing). Assets: $664M.
- $664M
- total plan assets (2023 EOY)
- 5,244
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $126,577
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aaa Ncnu 401(k) Plan reported net income rose from -$113M in the plan year 2022 filing to $121M in the plan year 2023 filing.
- Aaa Ncnu 401(k) Plan end-of-year assets rose from $543M in the plan year 2022 filing to $664M in the plan year 2023 filing.
- Aaa Ncnu 401(k) Plan reported participants fell from 5,388 in the plan year 2022 filing to 5,244 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Aaa Ncnu 401(k) Plan reports 5,244 participants - 8.3x that state average ($664M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $543M |
|---|---|
| Net Assets (End of Year) | $664M |
| Net Income | $121M |
| Employer EIN | 940361645 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aaa Northern California, Nevada & Utah)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,388 | $543M |
| 2023 | 1 | 5,244 | $664M |
| 2024 | 1 | 5,182 | $763M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Aaa Ncnu 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Scale composition for Aaa Ncnu 401(k) Plan
Aaa Ncnu 401(k) Plan reports $664M in end-of-year assets across 5,244 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $126,577 per participant (92% of the national average assets-per-participant) . Net income for plan year 2023 was $121M.
This plan identity (EIN 940361645, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $543M to $763M (+40.5%) while covered participants moved from 5,388 to 5,182 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,388 | $543M | Open filing |
| 2023 | 5,244 | $664M | This page |
| 2024 · index core | 5,182 | $763M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Aaa Ncnu 401(k) Plan (401(k), $763M, 5,182 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Aaa Ncnu 401(k) Plan by total assets, not by location.
- Janney Montgomery Scott LLC Profit Sharing and Savings Plan (PA) $664M · 2,282
- The Gates Matchmaker Plan (CO) $663M · 3,946
- Alaska Airlines, Inc. Alaskasaver Plan (WA) $664M · 2,748
- Hanesbrands Inc. Retirement Savings Plan (NC) $665M · 6,318
Frequently Asked Questions
How did Aaa Ncnu 401(k) Plan assets move in 2023? ▼
How have Aaa Northern California, Nevada & Utah plan assets changed over time? ▼
Where does Aaa Ncnu 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Aaa Ncnu 401(k) Plan? ▼
Next read for Aaa Ncnu 401(k) Plan
Filing takeaways
Ways to act on Aaa Ncnu 401(k) Plan's numbers.
- By total assets, Aaa Ncnu 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Aaa Northern California, Nevada & Utah's sponsor-wide assets have grown 40.5% since 2022 across 3 plan years on file. More Finance & Insurance plans