401(k) · DOL Form 5500 · 2023

Aaa North Penn 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
136
Participants Small participant base
66th
Percentile by assets National rank
$103,798
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aaa North Penn 401(k) Plan · Sponsored by Aaa North Penn · Pennsylvania · Other Services

$14M in assets, 136 participants

Aaa North Penn's Aaa North Penn 401(k) Plan reported $14M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,355 in Other Services (7,857 peers)

Coverage in Pennsylvania

Aaa North Penn 401(k) Plan covers 136 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#6,355
in Other Services (7,857 peers)
+6.3%
assets growth YoY

Aaa North Penn 401(k) Plan's mid-pack asset rank among Other Services and all filers

Aaa North Penn 401(k) Plan vs every filed plan by assets

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

$14,116,508 Top 34% higher than 66% 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 North Penn 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 North Penn 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aaa North Penn 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $835K in the plan year 2023 filing.
  • Aaa North Penn 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Aaa North Penn 401(k) Plan reported participants fell from 140 in the plan year 2022 filing to 136 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 240637695 · Aaa North Penn PY 2023 · 401(k)

Aaa North Penn 401(k) Plan · $14M · 136 · 66th

  • 5500 $14M
  • ASSETS 136
  • PCT 66th
  • EIN 401(k)
  • RANK near Channell Commercial Corporation 401(k) Plan
  • PHOTO ind #6355

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 Pennsylvania →

Aaa North Penn 401(k) Plan in the asset neighbourhood

Aaa North Penn 401(k) Plan$14MChannell Commercial Corporation 401(k) PlanChannell Commercial Corporat…$14MLantz Construction Company Retirement PlanLantz Construction Company R…$14MEquiliem, Inc. 401(k) Plan$14MBoys & Girls Clubs of San Francisco Retirement PlanBoys & Girls Clubs of San Fr…$14M
End-of-year total assets ($M) among Aaa North Penn 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$835K
Employer EIN240637695
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaa North Penn)

Sponsor-wide plan assets over time

All Aaa North Penn plans reported in each filing year

Latest sponsor-wide plan assets
$15M 9.690373668311183% vs 2022
2024 filing year
$13M$13.5M$14M$14.5M$15M 202220232024 $13.3M $14.6M ▲ +9.7%
Year Plans Participants Total Assets
2022 1 140 $13M
2023 1 136 $14M
2024 1 134 $15M

Nearby 401(k) Plans in Pennsylvania

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

Aaa North Penn 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Aaa North Penn 401(k) Plan, Total assets ($B): 0.014116508 · Participants: 136Aaa North Penn 401(k) 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
Aaa North Penn 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Aaa North Penn 401(k) Plan side-by-side with 3 peers →

Aaa North Penn 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Channell Commercial Corporation 401(k) Plan in TX ($14M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 North Penn 401(k) Plan assets move in 2023? ▼
Aaa North Penn 401(k) Plan grew at a solid clip - up 6.3% during 2023, from $13M to $14M. Reported net income was $835K.
How have Aaa North Penn plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaa North Penn's sponsor-wide assets grew 9.7%, from $13M to $15M.
Which 401(k) plans are similar in size to Aaa North Penn 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Channell Commercial Corporation 401(k) Plan in TX ($14M, 603 participants).
Which 401(k) plans cover a similar participant headcount to Aaa North Penn 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 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 240637695.

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.