401(k) · DOL Form 5500 · 2023
Investment Adviser Association 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 23
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $271,863
- Avg per participant High balance/head
Official DOL plan name: Iaa Tax Deferred Savings Plan & Trust · Sponsored by Investment Adviser Association · District of Columbia · Other Services
$6M in assets, 23 participants
Investment Adviser Association's Iaa Tax Deferred Savings Plan & Trust reported $6M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #5,432 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Iaa Tax Deferred Savings Plan & Trust ranks #5,432 of 7,857 2023 filers by assets (321% of the sector average)-$6M for 23 participants.
- #5,432
- in Other Services (7,857 peers)
- +3.8%
- assets growth YoY
Iaa Tax Deferred Savings Plan & Trust's mid-pack asset rank among Other Services and all filers
Iaa Tax Deferred Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,252,855 49th percentile higher than 49% 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
Iaa Tax Deferred Savings Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iaa Tax Deferred Savings Plan & Trust is a small filing (23 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 136130873 · Investment Adviser Association PY 2023 · 401(k)
Iaa Tax Deferred Savings Plan & Trust · $6M · 23 · 49th
- ASSETS $6M
- PCT 23
- EIN 49th
- RANK 401(k)
- PHOTO near Menlo Innovations LLC 401 (K) Plan and Trust
- IND ind #5432
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 District of Columbia →
Iaa Tax Deferred Savings Plan & Trust in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $231K |
| Employer EIN | 136130873 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Investment Adviser Association)
Sponsor-wide plan assets over time
All Investment Adviser Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 11.495005081678688% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 23 | $6M |
| 2024 | 1 | 22 | $7M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
Iaa Tax Deferred Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Menlo Innovations LLC 401 (K) Plan and Trust in MI ($6M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (23 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.