401(k) · DOL Form 5500 · 2023

Aaa Life Insurance Company 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
640
Participants Below avg headcount
90th
Percentile by assets National rank
$127,773
Avg per participant Near avg balance/head
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Official DOL plan name: Aaa Life Insurance Pension and 401(k) Plan · Sponsored by Aaa Life Insurance Company · Michigan · Finance & Insurance

$82M in assets, 640 participants

Aaa Life Insurance Company's Aaa Life Insurance Pension and 401(k) Plan reported $82M in total assets and 640 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.

  • #7,486 in Finance & Insurance (8,869 peers)

Where Aaa Life Insurance Pension and 401(k) Plan sits by assets

Aaa Life Insurance Pension and 401(k) Plan sits in the top 10% of all filed plans by assets, $82M for 640 participants (~$127,773/participant), up 20.8% in 2023.

#7,486
in Finance & Insurance (8,869 peers)
+20.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Aaa Life Insurance Pension and 401(k) Plan's outsized position by total assets

Aaa Life Insurance Pension and 401(k) Plan vs every filed plan by assets

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

$81,774,902 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

Aaa Life Insurance Pension and 401(k) 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. Aaa Life Insurance Pension and 401(k) Plan sits mid-pack in the medium band (640 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aaa Life Insurance Pension and 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Aaa Life Insurance Pension and 401(k) Plan end-of-year assets rose from $68M in the plan year 2022 filing to $82M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 520891929 · Aaa Life Insurance Company PY 2023 · 401(k)

Aaa Life Insurance Pension and 401(k) Plan · $82M · 640 · 90th

  • PART $82M
  • PART 640
  • PART 90th
  • PART 401(k)
  • PART near Sharecare, Inc. 401(k) Plan
  • PART ind #7486

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 Michigan →

Aaa Life Insurance Pension and 401(k) Plan in the asset neighbourhood

Aaa Life Insurance Pension and 401(k) PlanAaa Life Insurance Pension a…$82MSharecare, Inc. 401(k) Plan$82MHbt Financial, Inc. Employees Profit Sharing TrustHbt Financial, Inc. Employee…$82MThe Reliable Automatic Sprinkler Co. Inc. 401(k) PlanThe Reliable Automatic Sprin…$82MRent Group Inc., Thrift & Retirement PlanRent Group Inc., Thrift & Re…$82M
End-of-year total assets ($M) among Aaa Life Insurance Pension and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$82M
Net Income$14M
Employer EIN520891929
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaa Life Insurance Company)

Sponsor-wide plan assets over time

All Aaa Life Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$98M 45.50815001550124% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $67.7M $98.5M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 645 $68M
2023 1 640 $82M
2024 1 802 $98M

Nearby 401(k) Plans in Michigan

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

Aaa Life Insurance Pension and 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Aaa Life Insurance Pension and 401(k) Plan, Total assets ($B): 0.081774902 · Participants: 640Aaa Life Insurance Pension and 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Aaa Life Insurance Pension and 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Aaa Life Insurance Pension and 401(k) Plan side-by-side with 3 peers →

Aaa Life Insurance Pension and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Sharecare, Inc. 401(k) Plan in GA ($82M); by covered participants it is Marsh Furniture Company 401(k) Plan in NC (640 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (640 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 Life Insurance Pension and 401(k) Plan assets move in 2023? ▼
Aaa Life Insurance Pension and 401(k) Plan grew sharply - up 20.8% during 2023, from $68M to $82M. Reported net income was $14M.
How have Aaa Life Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaa Life Insurance Company's sponsor-wide assets grew 45.5%, from $68M to $98M.
Where does Aaa Life Insurance Pension and 401(k) Plan rank by assets among Form 5500 filers? ▼
Aaa Life Insurance Pension and 401(k) 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 Aaa Life Insurance Pension and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sharecare, Inc. 401(k) Plan in GA ($82M, 1,599 participants).
Which 401(k) plans cover a similar participant headcount to Aaa Life Insurance Pension and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marsh Furniture Company 401(k) Plan in NC (640 participants, $18M 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 520891929.

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.