401(k) · DOL Form 5500 · 2023

American Psychological Association 401(k) Plan

Data updated 2026-08-25

$149M
Total assets Near avg plan size
562
Participants Below avg headcount
93rd
Percentile by assets National rank
$264,665
Avg per participant High balance/head
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Official DOL plan name: American Psychological Association 401(k) Plan · Sponsored by American Psychological Association · District of Columbia · Other Services

$149M in assets, 562 participants

American Psychological Association's American Psychological Association 401(k) Plan reported $149M in total assets and 562 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,696 in Other Services (7,857 peers)

Coverage in District of Columbia

American Psychological Association 401(k) Plan covers 562 participants in District of Columbia, about 39% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $149M.

#7,696
in Other Services (7,857 peers)
+14.2%
assets growth YoY
1.5×
vs typical plan assets (national mean)

American Psychological Association 401(k) Plan's outsized position by total assets

American Psychological Association 401(k) Plan vs every filed plan by assets

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

$148,741,543 Top 7% higher than 93% 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

American Psychological Association 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. American Psychological Association 401(k) Plan sits mid-pack in the medium band (562 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Psychological Association 401(k) Plan reported net income rose from -$24M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • American Psychological Association 401(k) Plan reported participants fell from 929 in the plan year 2022 filing to 562 in the plan year 2023 filing.
  • American Psychological Association 401(k) Plan end-of-year assets rose from $130M in the plan year 2022 filing to $149M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 530205890 · American Psychological Association PY 2023 · 401(k)

American Psychological Association 401(k) Plan · $149M · 562 · 93rd

  • RANK $149M
  • PHOTO 562
  • IND 93rd
  • EOY 401(k)
  • 5500 near Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies
  • ASSETS ind #7696

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 →

American Psychological Association 401(k) Plan in the asset neighbourhood

The Capco 401(k) Profit Sharing PlanThe Capco 401(k) Profit Shar…$149MAmerican Psychological Association 401(k) PlanAmerican Psychological Assoc…$149MDefined Contribution Retirement Plan for the Employees of Excela Health Holding CompaniesDefined Contribution Retirem…$149MKaufman, Hall & Associates, LLC Retirement Plan and TrustKaufman, Hall & Associates, …$149MRumpke 401(k) Retirement Plan$149M
End-of-year total assets ($M) among American Psychological Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$130M
Net Assets (End of Year)$149M
Net Income$18M
Employer EIN530205890
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Psychological Association)

Sponsor-wide plan assets over time

All American Psychological Association plans reported in each filing year

Latest sponsor-wide plan assets
$164M 25.895439376744182% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $130M $164M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 929 $130M
2023 1 562 $149M
2024 1 550 $164M

Nearby 401(k) Plans in District of Columbia

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

American Psychological Association 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants American Psychological Association 401(k) Plan, Total assets ($B): 0.148741543 · Participants: 562American Psychological Association 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
American Psychological Association 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare American Psychological Association 401(k) Plan side-by-side with 3 peers →

American Psychological Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies in PA ($149M); by covered participants it is Aim Media 401(k) Plan in TX (562 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (562 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 American Psychological Association 401(k) Plan assets move in 2023? ▼
American Psychological Association 401(k) Plan grew at a solid clip - up 14.2% during 2023, from $130M to $149M. Reported net income was $18M.
How have American Psychological Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Psychological Association's sponsor-wide assets grew 25.9%, from $130M to $164M.
Where does American Psychological Association 401(k) Plan rank by assets among Form 5500 filers? ▼
American Psychological Association 401(k) Plan ranks in the 93rd 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 American Psychological Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Defined Contribution Retirement Plan for the Employees of Excela Health Holding Companies in PA ($149M, 1,065 participants).
Which 401(k) plans cover a similar participant headcount to American Psychological Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aim Media 401(k) Plan in TX (562 participants, $20M 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 530205890.

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.