401(k) · DOL Form 5500 · 2023

American Institute for Chartered Property Casualty Underwriter 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
247
Participants Below avg headcount
89th
Percentile by assets National rank
$299,729
Avg per participant High balance/head
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Official DOL plan name: American Institute for Cpcu Savings Plan · Sponsored by American Institute for Chartered Property Casualty Underwriter · Pennsylvania · Educational Services

$74M in assets, 247 participants

American Institute for Chartered Property Casualty Underwriter's American Institute for Cpcu Savings Plan reported $74M in total assets and 247 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #3,002 in Educational Services (3,735 peers)

Coverage in Pennsylvania

American Institute for Cpcu Savings Plan covers 247 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $74M.

#3,002
in Educational Services (3,735 peers)
+20.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

American Institute for Cpcu Savings Plan's outsized position by total assets

American Institute for Cpcu Savings Plan vs every filed plan by assets

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

$74,032,948 Top 11% higher than 89% 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

American Institute for Cpcu 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. American Institute for Cpcu Savings Plan sits mid-pack in the medium band (247 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Institute for Cpcu Savings Plan reported net income rose from -$12M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • American Institute for Cpcu Savings Plan end-of-year assets rose from $62M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • American Institute for Cpcu Savings Plan reported participants fell from 285 in the plan year 2022 filing to 247 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231352012 · American Institute for Chartered Property Casualty Underwriter PY 2023 · 401(k)

American Institute for Cpcu Savings Plan · $74M · 247 · 89th

  • PHOTO $74M
  • IND 247
  • EOY 89th
  • 5500 401(k)
  • ASSETS near Ricardo, Inc. 401(k) Retirement Plan
  • PCT ind #3002

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 Pennsylvania →

American Institute for Cpcu Savings Plan in the asset neighbourhood

Rcc 401(k) Plan and Trust$74MAmerican Institute for Cpcu Savings PlanAmerican Institute for Cpcu …$74MRicardo, Inc. 401(k) Retirement PlanRicardo, Inc. 401(k) Retirem…$74MVita Plus Corporation 401(k) PlanVita Plus Corporation 401(k)…$74MComponent Repair Technologies Inc 401(k) PlanComponent Repair Technologie…$74M
End-of-year total assets ($M) among American Institute for Cpcu Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$74M
Net Income$12M
Employer EIN231352012
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Institute for Chartered Property Casualty Underwriter)

Sponsor-wide plan assets over time

All American Institute for Chartered Property Casualty Underwriter plans reported in each filing year

Latest sponsor-wide plan assets
$81M 31.687706760695416% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $61.5M $81M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 285 $62M
2023 1 247 $74M
2024 1 285 $81M

Nearby 401(k) Plans in Pennsylvania

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

American Institute for Cpcu Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants American Institute for Cpcu Savings Plan, Total assets ($B): 0.074032948 · Participants: 247American Institute for Cpcu Savings 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
American Institute for Cpcu Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare American Institute for Cpcu Savings Plan side-by-side with 3 peers →

American Institute for Cpcu Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ricardo, Inc. 401(k) Retirement Plan in MI ($74M); by covered participants it is Associated Home Care, LLC 401(k) Plan in MA (247 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (247 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 American Institute for Cpcu Savings Plan assets move in 2023? ▼
American Institute for Cpcu Savings Plan grew sharply - up 20.3% during 2023, from $62M to $74M. Reported net income was $12M.
How have American Institute for Chartered Property Casualty Underwriter plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Institute for Chartered Property Casualty Underwriter's sponsor-wide assets grew 31.7%, from $62M to $81M.
Where does American Institute for Cpcu Savings Plan rank by assets among Form 5500 filers? ▼
American Institute for Cpcu Savings Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to American Institute for Cpcu Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ricardo, Inc. 401(k) Retirement Plan in MI ($74M, 347 participants).
Which 401(k) plans cover a similar participant headcount to American Institute for Cpcu Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Home Care, LLC 401(k) Plan in MA (247 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 231352012.

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.