401(k) · DOL Form 5500 · 2023
Aaa Northeast 401(k) Plan
Data updated 2026-08-11
- $317M
- Total assets
- 3,168
- Participants
- 96th
- Percentile by assets
- $100,051
- Avg per participant
Official DOL plan name: Aaa Northeast Retirement Plan · Sponsored by Aaa Northeast · Rhode Island · Professional & Technical Services
$317M in assets, 3,168 participants
Aaa Northeast's Aaa Northeast Retirement Plan reported $317M in total assets and 3,168 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #19,771 in Professional & Technical Services (20,321 peers)
Coverage in Rhode Island
Aaa Northeast Retirement Plan covers 3,168 participants in Rhode Island, 2.2x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $317M.
- $317M
- total plan assets (2023 EOY)
- 3,168
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $100,051
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aaa Northeast Retirement Plan reported net income rose from -$47M in the plan year 2022 filing to $47M in the plan year 2023 filing.
- Aaa Northeast Retirement Plan end-of-year assets rose from $270M in the plan year 2022 filing to $317M in the plan year 2023 filing.
- Aaa Northeast Retirement Plan reported participants fell from 3,274 in the plan year 2022 filing to 3,168 in the plan year 2023 filing.
Participants vs Rhode Island filers
In Rhode Island, the average filing covers about 1,449 participants across 434 plans. Aaa Northeast Retirement Plan reports 3,168 participants - 2.2x that state average ($317M EOY assets).
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $270M |
|---|---|
| Net Assets (End of Year) | $317M |
| Net Income | $47M |
| Employer EIN | 050102480 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aaa Northeast)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,274 | $270M |
| 2023 | 1 | 3,168 | $317M |
| 2024 | 1 | 3,286 | $358M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Aaa Northeast Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
- CVS Health Future Fund 401(k) Plan $27.6B · 265,760
- Textron Savings Plan $5.7B · 26,580
- Cfg Retirement Savings Plan $2.9B · 19,047
- Unfi 401(k) Plan $2.7B · 25,475
- Fm Global 401(k) Savings Plan $1.7B · 4,295
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Aaa Northeast Retirement Plan by total assets, not by location.
- Midmark Corporation 401(k) Savings Plan (OH) $317M · 2,032
- Major League Baseball 401(k) Plan and Trust (NY) $317M · 1,607
- Zayo Group Holdings, Inc. 401(k) Plan (CO) $317M · 2,709
- Cgb Enterprises, Inc. 401(k) Retirement Savings Plan (LA) $317M · 1,522
Frequently Asked Questions
How did Aaa Northeast Retirement Plan assets move in 2023? ▼
How have Aaa Northeast plan assets changed over time? ▼
Where does Aaa Northeast Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Aaa Northeast Retirement Plan? ▼
Next read for Aaa Northeast Retirement Plan
Filing takeaways
Ways to act on Aaa Northeast Retirement Plan's numbers.
- By total assets, Aaa Northeast Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Rhode Island. Compare plans
- Aaa Northeast's sponsor-wide assets have grown 32.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans