401(k) · DOL Form 5500 · 2023
American Osteopathic Association 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 140
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $217,857
- Avg per participant Above avg balance/head
Official DOL plan name: The American Osteopathic Association Employees' Retirement and Savings Plan · Sponsored by American Osteopathic Association · Illinois · Other Services
$30M in assets, 140 participants
American Osteopathic Association's The American Osteopathic Association Employees' Retirement and Savings Plan reported $30M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #7,047 in Other Services (7,857 peers)
Coverage in Illinois
The American Osteopathic Association Employees' Retirement and Savings Plan covers 140 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $30M.
- #7,047
- in Other Services (7,857 peers)
- +7.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
The American Osteopathic Association Employees' Retirement and Savings Plan's outsized position by total assets
The American Osteopathic Association Employees' Retirement and Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$30,499,976 Top 21% higher than 79% 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
The American Osteopathic Association Employees' Retirement and Savings 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. The American Osteopathic Association Employees' Retirement and Savings Plan sits mid-pack in the medium band (140 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The American Osteopathic Association Employees' Retirement and Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- The American Osteopathic Association Employees' Retirement and Savings Plan end-of-year assets rose from $28M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- The American Osteopathic Association Employees' Retirement and Savings Plan reported participants fell from 147 in the plan year 2022 filing to 140 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 362170786 · American Osteopathic Association PY 2023 · 401(k)
The American Osteopathic Association Employees' Retirement and Savings Plan · $30M · 140 · 79th
- NET $30M
- BOOK 140
- VS-ST 79th
- BOY 401(k)
- SCH near Directors Investment Group Inc. 401(k) Plan
- EBSA ind #7047
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 Other Services retirement plans → · Plans in Illinois →
The American Osteopathic Association Employees' Retirement and Savings Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $2M |
| Employer EIN | 362170786 |
| Plan Effective Date | 1985-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Osteopathic Association)
Sponsor-wide plan assets over time
All American Osteopathic Association plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 21.168478064361356% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 147 | $28M |
| 2023 | 1 | 140 | $30M |
| 2024 | 1 | 147 | $35M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
The American Osteopathic Association Employees' Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Directors Investment Group Inc. 401(k) Plan in TX ($31M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Directors Investment Group Inc. 401(k) Plan (TX) $31M · 319
- Boro Developers, Inc. Retirement Plan (PA) $31M · 134
- Dental Associates Employee Savings Plan (CT) $30M · 282
- Efpr Group LLP 401(k) Profit Sharing Plan (NY) $31M · 153
Similar participant headcount
Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.
- Pds 401(k) Plan for Corporate Staff Employees (TX) 140 · 0 off
- Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan (HI) 140 · 0 off
- Oklahoma's Credit Union 401(k) Plan and Trust (OK) 140 · 0 off
- Smiley Lifting Solutions, LLC (AZ) 140 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.