Profit Sharing · DOL Form 5500 · 2022

Ahepa Management Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
281
Participants Below avg headcount
60th
Percentile by assets National rank
$28,373
Avg per participant Low balance/head
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Official DOL plan name: Ahepa Management Company, Inc. 403(b) Plan · Sponsored by Ahepa Management Company, Inc. · Indiana · Real Estate

$8M in assets, 281 participants

Ahepa Management Company, Inc.'s Ahepa Management Company, Inc. 403(b) Plan reported $8M in total assets and 281 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,861 in Real Estate (5,057 peers)

Ahepa Management Company, Inc. multi-year trail

Ahepa Management Company, Inc.'s plans moved +21.7% in assets from 2022 to 2024; this filing shows Ahepa Management Company, Inc. 403(b) Plan at $8M / 281 participants.

#3,861
in Real Estate (5,057 peers)
-12.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ahepa Management Company, Inc. 403(b) Plan's mid-pack asset rank among Real Estate and all filers

Ahepa Management Company, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,972,820 Top 40% higher than 60% of 139,123 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 2022

Ahepa Management Company, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ahepa Management Company, Inc. 403(b) Plan sits mid-pack in the medium band (281 participants).

Plan-year Form 5500 strip

Filing strip 351867058 · Ahepa Management Company, Inc. PY 2022 · Profit Sharing

Ahepa Management Company, Inc. 403(b) Plan · $8M · 281 · 60th

  • ASSETS $8M
  • ASSETS 281
  • ASSETS 60th
  • ASSETS Profit Sharing
  • ASSETS near Columbus Builders Supply Inc Profit Sharing Plan
  • ASSETS ind #3861

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 Real Estate retirement plans → · Plans in Indiana →

Ahepa Management Company, Inc. 403(b) Plan in the asset neighbourhood

Dolphin, Hkg, Ltd. Profit Sharing PlanDolphin, Hkg, Ltd. Profit Sh…$8MAhepa Management Company, Inc. 403(b) PlanAhepa Management Company, In…$8MColumbus Builders Supply Inc Profit Sharing PlanColumbus Builders Supply Inc…$8MChartmaker Records Inc Profit Sharing PlanChartmaker Records Inc Profi…$8MKamran Hakimian, M.D., Inc. Profit Sharing PlanKamran Hakimian, M.D., Inc. …$8M
End-of-year total assets ($M) among Ahepa Management Company, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Ahepa Management Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ahepa Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 21.65937522733487% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.97M $9.7M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 281 $8M
2023 1 278 $9M
2024 1 305 $10M

Ahepa Management Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN351867058
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ahepa Management Company, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -0.500.511.522.5 Total assets ($B) Participants Ahepa Management Company, Inc. 403(b) Plan, Total assets ($B): 0.00797282 · Participants: 281Ahepa Management Company, Inc. 403(b) PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.065754511 · Participants: 9221University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Masons Pension Fund, Total assets ($B): 0.289783008 · Participants: 1035Indiana State Council of Plasterers & Cement Masons Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.246324583 · Participants: 2730I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.173067443 · Participants: 6104Cfni Retirement PlanBricklayers of Indiana Retirement Plan, Total assets ($B): 0.14637494 · Participants: 1064Bricklayers of Indiana Retirement Plan
Ahepa Management Company, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants

Ahepa Management Company, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Columbus Builders Supply Inc Profit Sharing Plan in OH ($8M); by covered participants it is Smart Local 137 Annuity Fund in NY (280 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ahepa Management Company, Inc. 403(b) Plan assets move in 2022?
Ahepa Management Company, Inc. 403(b) Plan pulled back noticeably - down 12.5% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Ahepa Management Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ahepa Management Company, Inc.'s sponsor-wide assets grew 21.7%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Ahepa Management Company, Inc. 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is Columbus Builders Supply Inc Profit Sharing Plan in OH ($8M, 42 participants).
Which Profit Sharing plans cover a similar participant headcount to Ahepa Management Company, Inc. 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Smart Local 137 Annuity Fund in NY (280 participants, $67M in assets).