401(k) · DOL Form 5500 · 2023

Aaa Northeast 401(k) Plan

Data updated 2026-08-25

$317M
Total assets Above avg plan size
3,168
Participants Above avg headcount
96th
Percentile by assets National rank
$100,051
Avg per participant Below avg balance/head
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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.

  • #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.

#19,771
in Professional & Technical Services (20,321 peers)
+17.3%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Aaa Northeast Retirement Plan's outsized position by total assets

Aaa Northeast Retirement Plan vs every filed plan by assets

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

$316,960,374 Top 4% higher than 96% 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

Aaa Northeast Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aaa Northeast Retirement Plan lands in the large band (3,168 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 050102480 · Aaa Northeast PY 2023 · 401(k)

Aaa Northeast Retirement Plan · $317M · 3,168 · 96th

  • ASSETS $317M
  • PCT 3,168
  • EIN 96th
  • RANK 401(k)
  • PHOTO near Midmark Corporation 401(k) Savings Plan
  • IND ind #19771

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 Rhode Island →

Aaa Northeast Retirement Plan in the asset neighbourhood

Aaa Northeast Retirement Plan$317MMidmark Corporation 401(k) Savings PlanMidmark Corporation 401(k) S…$317MMajor League Baseball 401(k) Plan and TrustMajor League Baseball 401(k)…$317MZayo Group Holdings, Inc. 401(k) PlanZayo Group Holdings, Inc. 40…$317MCgb Enterprises, Inc. 401(k) Retirement Savings PlanCgb Enterprises, Inc. 401(k)…$317M
End-of-year total assets ($M) among Aaa Northeast Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$270M
Net Assets (End of Year)$317M
Net Income$47M
Employer EIN050102480
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaa Northeast)

Sponsor-wide plan assets over time

All Aaa Northeast plans reported in each filing year

Latest sponsor-wide plan assets
$358M 32.56120096450772% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $270M $358M ▲ +32.6%
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 Scatter plot of 6 data points. -1000000100000200000300000 -100102030 Total assets ($B) Participants Aaa Northeast Retirement Plan, Total assets ($B): 0.316960374 · Participants: 3168Aaa Northeast Retirement PlanCVS Health Future Fund 401(k) Plan, Total assets ($B): 27.588812025 · Participants: 265760CVS Health Future Fund 401(k) PlanTextron Savings Plan, Total assets ($B): 5.714708993 · Participants: 26580Textron Savings PlanCfg Retirement Savings Plan, Total assets ($B): 2.930113664 · Participants: 19047Cfg Retirement Savings PlanUnfi 401(k) Plan, Total assets ($B): 2.65846631 · Participants: 25475Unfi 401(k) PlanFm Global 401(k) Savings Plan, Total assets ($B): 1.684102096 · Participants: 4295Fm Global 401(k) Savings Plan
Aaa Northeast Retirement Plan vs. nearby 401(k) plans in Rhode Island, assets vs. participants
Compare Aaa Northeast Retirement Plan side-by-side with 3 peers →

Aaa Northeast Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Rhode Island, the nearest 401(k) by assets is Midmark Corporation 401(k) Savings Plan in OH ($317M); by covered participants it is Azz Inc. Employee Benefit Plan and Trust in TX (3,169 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($317M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,168 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 Aaa Northeast Retirement Plan assets move in 2023? ▼
Aaa Northeast Retirement Plan grew sharply - up 17.3% during 2023, from $270M to $317M. Reported net income was $47M.
How have Aaa Northeast plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaa Northeast's sponsor-wide assets grew 32.6%, from $270M to $358M.
Where does Aaa Northeast Retirement Plan rank by assets among Form 5500 filers? ▼
Aaa Northeast Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Aaa Northeast Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midmark Corporation 401(k) Savings Plan in OH ($317M, 2,032 participants).
Which 401(k) plans cover a similar participant headcount to Aaa Northeast Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Azz Inc. Employee Benefit Plan and Trust in TX (3,169 participants, $113M 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 050102480.

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.