Profit Sharing · DOL Form 5500 · 2023

Ahepa Management Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
278
Participants Below avg headcount
56th
Percentile by assets National rank
$32,451
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

$9M in assets, 278 participants

Ahepa Management Company, Inc.'s Ahepa Management Company, Inc. 403(b) Plan reported $9M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,507 in Real Estate (4,727 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 $9M / 278 participants.

#3,507
in Real Estate (4,727 peers)
+13.2%
assets growth YoY

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 2023 · DOL Form 5500

$9,021,386 Top 44% higher than 56% 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

Ahepa Management Company, Inc. 403(b) 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. Ahepa Management Company, Inc. 403(b) Plan sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ahepa Management Company, Inc. 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ahepa Management Company, Inc. 403(b) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Ahepa Management Company, Inc. 403(b) Plan reported participants fell from 281 in the plan year 2022 filing to 278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351867058 · Ahepa Management Company, Inc. PY 2023 · Profit Sharing

Ahepa Management Company, Inc. 403(b) Plan · $9M · 278 · 56th

  • 5500 $9M
  • ASSETS 278
  • PCT 56th
  • EIN Profit Sharing
  • RANK near Greatcare, Inc. Retirement Plan and Trust
  • PHOTO ind #3507

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

Greatcare, Inc. Retirement Plan and TrustGreatcare, Inc. Retirement P…$9MK.a.R. Properties, Inc. Profit Sharing PlanK.a.R. Properties, Inc. Prof…$9MAhepa Management Company, Inc. 403(b) PlanAhepa Management Company, In…$9MCommunity Veterinary Hospital, Inc. Profit Sharing PlanCommunity Veterinary Hospita…$9MSun Coast Homes, Inc. Profit Sharing PlanSun Coast Homes, Inc. Profit…$9M
End-of-year total assets ($M) among Ahepa Management Company, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
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. -5000050001000015000 -10123 Total assets ($B) Participants Ahepa Management Company, Inc. 403(b) Plan, Total assets ($B): 0.009021386 · Participants: 278Ahepa Management Company, Inc. 403(b) PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.360767219 · Participants: 9969University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.321097243 · Participants: 1127Indiana State Council of Plasterers & Cement Mason Pension FundI.B.E.W. Local Union 481 Defined Contribution Plan, Total assets ($B): 0.268369786 · Participants: 2820I.B.E.W. Local Union 481 Defined Contribution PlanCfni Retirement Plan, Total assets ($B): 0.206190521 · Participants: 6110Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing Plan, Total assets ($B): 0.177440898 · Participants: 1818Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan
Ahepa Management Company, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Ahepa Management Company, Inc. 403(b) Plan side-by-side with 3 peers →

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 Greatcare, Inc. Retirement Plan and Trust in NY ($9M); by covered participants it is Wei-Chuan, U.S.a., Inc. Discretionary Contribution Plan in CA (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Ahepa Management Company, Inc. 403(b) Plan assets move in 2023? ▼
Ahepa Management Company, Inc. 403(b) Plan grew at a solid clip - up 13.2% during 2023, from $8M to $9M. 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 Greatcare, Inc. Retirement Plan and Trust in NY ($9M, 1,776 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 Wei-Chuan, U.S.a., Inc. Discretionary Contribution Plan in CA (278 participants, $19M 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 351867058.

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.