401(k) · DOL Form 5500 · 2023

Aiv, L.P. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size: 245
Participants Below avg headcount: 78th
Percentile by assets National rank: $112,503
Avg per participant Below avg balance/head

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Official DOL plan name: Aiv, L.P. 401(k) Plan · Sponsored by Aiv, L.P. · Texas · Wholesale Trade

$28M in assets, 245 participants

Aiv, L.P.'s Aiv, L.P. 401(k) Plan reported $28M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

#4,850 in Wholesale Trade (6,309 peers)

Coverage in Texas

Aiv, L.P. 401(k) Plan covers 245 participants in Texas, about 36% of the average Texas filer (state average ~688 per filing). Assets: $28M.

#4,850
in Wholesale Trade (6,309 peers): +24.7%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Aiv, L.P. 401(k) Plan's outsized position by total assets

Aiv, L.P. 401(k) Plan vs every filed plan by assets

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

$27,563,326 Top 22% higher than 78% 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

Aiv, L.P. 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. Aiv, L.P. 401(k) Plan sits mid-pack in the medium band (245 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Aiv, L.P. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Aiv, L.P. 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 760325317 · Aiv, L.P. PY 2023 · 401(k)

Aiv, L.P. 401(k) Plan · $28M · 245 · 78th

EOY $28M
EOY 245
EOY 78th
EOY 401(k)
EOY near Brown Schultz Sheridan & Fritz Retirement Plan
EOY ind #4850

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 Wholesale Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Aiv, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$22M
Net Assets (End of Year)	$28M
Net Income	$5M
Employer EIN	760325317
Plan Effective Date	1996-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Aiv, L.P.)

Latest sponsor-wide plan assets: $34M 52.529186241753834% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	246	$22M
2023	1	245	$28M
2024	1	276	$34M

Nearby 401(k) Plans in Texas

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

Aiv, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Aiv, L.P. 401(k) Plan side-by-side with 3 peers →

Aiv, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Brown Schultz Sheridan & Fritz Retirement Plan in PA ($28M); by covered participants it is Win It America Inc 401(k) Plan in CA (245 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Brown Schultz Sheridan & Fritz Retirement Plan (PA) $28M · 156
International Construction Equipment, Inc. 401(k) Profit Sharing Plan (NC) $28M · 196
Grocery Haulers, Inc. 401(k) Plan (NJ) $28M · 351
Fremont-Wright, LLC Retirement Readiness 401(k) Plan (TN) $28M · 474

Similar participant headcount

Nearest other-state filings by covered participants (245 participants); asset peers above are excluded.

Win It America Inc 401(k) Plan (CA) 245 · 0 off
Gault Energy Retirement Plan (CT) 245 · 0 off
United World Mission 401(k) Retirement Plan Plan Plan (NC) 245 · 0 off
Electronic Vision Systems Retirement Plan (NJ) 245 · 0 off

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 Aiv, L.P. 401(k) Plan assets move in 2023? ▼

Aiv, L.P. 401(k) Plan grew sharply - up 24.7% during 2023, from $22M to $28M. Reported net income was $5M.

How have Aiv, L.P. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aiv, L.P.'s sponsor-wide assets grew 52.5%, from $22M to $34M.

Where does Aiv, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼

Aiv, L.P. 401(k) Plan ranks in the 78th 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 Aiv, L.P. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Brown Schultz Sheridan & Fritz Retirement Plan in PA ($28M, 156 participants).

Which 401(k) plans cover a similar participant headcount to Aiv, L.P. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Win It America Inc 401(k) Plan in CA (245 participants, $428K 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 760325317.