401(k) · DOL Form 5500 · 2023

Association for Energy Affordability, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
106
Participants Small participant base
61st
Percentile by assets National rank
$106,344
Avg per participant Below avg balance/head
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Official DOL plan name: Association for Energy Affordability, 401(k) · Sponsored by Association for Energy Affordability, Inc. · New York · Professional & Technical Services

$11M in assets, 106 participants

Association for Energy Affordability, Inc.'s Association for Energy Affordability, 401(k) reported $11M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,211 in Professional & Technical Services (20,321 peers)

Coverage in New York

Association for Energy Affordability, 401(k) covers 106 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $11M.

#12,211
in Professional & Technical Services (20,321 peers)
+25.7%
assets growth YoY

Association for Energy Affordability, 401(k)'s mid-pack asset rank among Professional & Technical Services and all filers

Association for Energy Affordability, 401(k) vs every filed plan by assets

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

$11,272,439 Top 39% higher than 61% 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

Association for Energy Affordability, 401(k) 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. Association for Energy Affordability, 401(k) sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Association for Energy Affordability, 401(k) reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Association for Energy Affordability, 401(k) end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Association for Energy Affordability, 401(k) reported participants rose from 96 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133374285 · Association for Energy Affordability, Inc. PY 2023 · 401(k)

Association for Energy Affordability, 401(k) · $11M · 106 · 61st

  • PHOTO $11M
  • IND 106
  • EOY 61st
  • 5500 401(k)
  • ASSETS near A New Leaf Retirement Plan
  • PCT ind #12211

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 Professional & Technical Services retirement plans → · Plans in New York →

Association for Energy Affordability, 401(k) in the asset neighbourhood

Association for Energy Affordability, 401(k)Association for Energy Affor…$11MA New Leaf Retirement Plan$11MIntersign Corporation Profit Sharing PlanIntersign Corporation Profit…$11MBrock Solutions U.S. Inc. 401(k) Profit Sharing PlanBrock Solutions U.S. Inc. 40…$11MLimco-Piedmont, Inc. 401(k) Retirement PlanLimco-Piedmont, Inc. 401(k) …$11M
End-of-year total assets ($M) among Association for Energy Affordability, 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN133374285
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Association for Energy Affordability, Inc.)

Sponsor-wide plan assets over time

All Association for Energy Affordability, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.85725278979191% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.97M $12.8M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 96 $9M
2023 1 106 $11M
2024 1 113 $13M

Nearby 401(k) Plans in New York

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

Association for Energy Affordability, 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Association for Energy Affordability, 401(k), Total assets ($B): 0.011272439 · Participants: 106Association for Energy Affordability, 401(k)IBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Association for Energy Affordability, 401(k) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Association for Energy Affordability, 401(k) side-by-side with 3 peers →

Association for Energy Affordability, 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is A New Leaf Retirement Plan in AZ ($11M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Association for Energy Affordability, 401(k) assets move in 2023? ▼
Association for Energy Affordability, 401(k) grew sharply - up 25.7% during 2023, from $9M to $11M. Reported net income was $2M.
How have Association for Energy Affordability, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Association for Energy Affordability, Inc.'s sponsor-wide assets grew 42.9%, from $9M to $13M.
Which 401(k) plans are similar in size to Association for Energy Affordability, 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is A New Leaf Retirement Plan in AZ ($11M, 438 participants).
Which 401(k) plans cover a similar participant headcount to Association for Energy Affordability, 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 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 133374285.

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.