Defined Benefit (Pension) · DOL Form 5500 · 2023
Retirement Committee of Aaws & Aagv Pension Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 25
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc. · Sponsored by Retirement Committee of Aaws & Aagv · New York · Other Services
$33M in assets, 25 participants
Retirement Committee of Aaws & Aagv's Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc. reported $33M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #7,118 in Other Services (7,857 peers)
Where Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc. sits by assets
Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc. sits in the top quartile of all filed plans by assets, $33M for 25 participants (~$1.3M/participant), up 9.3% in 2023.
- #7,118
- in Other Services (7,857 peers)
- +9.3%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc.'s outsized position by total assets
Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,189,958 Top 19% higher than 81% 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
Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc. is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc. reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc. end-of-year assets rose from $30M in the plan year 2022 filing to $33M in the plan year 2023 filing.
- Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc. reported participants fell from 26 in the plan year 2022 filing to 25 in the plan year 2023 filing.
DOL schedule card
Filing strip 136208865 · Retirement Committee of Aaws & Aagv PY 2023 · Defined Benefit (Pension)
Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc. · $33M · 25 · 81st
- SCH $33M
- EBSA 25
- PART 81st
- TYPE Defined Benefit (Pension)
- NET near Burke & Herbert Bank & Trust Company Retirement Plan
- BOOK ind #7118
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 New York →
Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc. in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $3M |
| Employer EIN | 136208865 |
| Plan Effective Date | 1965-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Retirement Committee of Aaws & Aagv)
Sponsor-wide plan assets over time
All Retirement Committee of Aaws & Aagv plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 17.265094869689243% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 26 | $30M |
| 2023 | 1 | 25 | $33M |
| 2024 | 1 | 22 | $36M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
Retirement Plan of a.a. World Services, Inc. and a.a. Grapevine, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Burke & Herbert Bank & Trust Company Retirement Plan in VA ($33M); by covered participants it is Whittaker Corporation Employees' Pension Plan in CA (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Whittaker Corporation Employees' Pension Plan (CA) 25 · 0 off
- Parker Mccay P.a. Employees' Retirement Plan (NJ) 25 · 0 off
- Rwk Tool, Inc. Cash Balance Pension Plan (CT) 25 · 0 off
- Jersey Shore State Bank Retirement Plan (PA) 25 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.