401(k) · DOL Form 5500 · 2023
Associated Occupational Therapists, Inc. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 115
- Participants Small participant base
- 55th
- Percentile by assets National rank
- $74,297
- Avg per participant Below avg balance/head
Official DOL plan name: Associated Occupational Therapists, Inc. 401(k) Plan · Sponsored by Associated Occupational Therapists, Inc. · Pennsylvania · Healthcare & Social Assistance
$9M in assets, 115 participants
Associated Occupational Therapists, Inc.'s Associated Occupational Therapists, Inc. 401(k) Plan reported $9M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.
- #10,744 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
Associated Occupational Therapists, Inc. 401(k) Plan covers 115 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $9M.
- #10,744
- in Healthcare & Social Assistance (17,684 peers)
- -3.0%
- assets change YoY
The plan reported a net loss of $266K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Associated Occupational Therapists, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Associated Occupational Therapists, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,544,162 Top 45% higher than 55% 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
Associated Occupational Therapists, Inc. 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. Associated Occupational Therapists, Inc. 401(k) Plan sits mid-pack in the medium band (115 participants).
DOL schedule card
Filing strip 251390356 · Associated Occupational Therapists, Inc. PY 2023 · 401(k)
Associated Occupational Therapists, Inc. 401(k) Plan · $9M · 115 · 55th
- IND $9M
- IND 115
- IND 55th
- IND 401(k)
- IND near Union Joints Multiple Employer Plan
- IND ind #10744
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
Associated Occupational Therapists, Inc. 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | -$266K |
| Employer EIN | 251390356 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Associated Occupational Therapists, Inc.)
Sponsor-wide plan assets over time
All Associated Occupational Therapists, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 115 | $9M |
| 2024 | 1 | 103 | N/A |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Associated Occupational Therapists, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Union Joints Multiple Employer Plan in MI ($9M); by covered participants it is St. Marys Foundry, Inc. 401(k) Savings Plan in OH (115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Union Joints Multiple Employer Plan (MI) $9M · 415
- Bellwether Asset Management 401(k) Plan (CA) $9M · 116
- Riverside Refreshments, Inc. 401(k) Plan (GA) $9M · 116
- Esg International 401(k) Plan (VA) $9M · 342
Similar participant headcount
Nearest other-state filings by covered participants (115 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.