401(k) · DOL Form 5500 · 2023

Associations, Inc. 401(k) Plan

Data updated 2026-08-11

$127M
Total assets
6,223
Participants
93rd
Percentile by assets
$20,328
Avg per participant
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Official DOL plan name: Associa, Inc. 401(k) Plan · Sponsored by Associations, Inc. · Texas · Real Estate

$127M in assets, 6,223 participants

Associations, Inc.'s Associa, Inc. 401(k) Plan reported $127M in total assets and 6,223 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #4,639 in Real Estate (4,727 peers)

Coverage in Texas

Associa, Inc. 401(k) Plan covers 6,223 participants in Texas, 9.1x the typical Texas plan (state average ~688 per filing). Assets: $127M.

$127M
total plan assets (2023 EOY)
6,223
covered participants
93rd
percentile by assets (of 127,072 plans)
$20,328
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associa, Inc. 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Associa, Inc. 401(k) Plan end-of-year assets rose from $109M in the plan year 2022 filing to $127M in the plan year 2023 filing.
  • Associa, Inc. 401(k) Plan reported participants rose from 6,134 in the plan year 2022 filing to 6,223 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Texas
Industry
Real Estate

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Associa, Inc. 401(k) Plan reports 6,223 participants - 9.1x that state average ($127M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$127M
Net Income$17M
Employer EIN753014941
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associations, Inc.)

$100M$110M$120M$130M$140M 202220232024 $109M $130M ▲ +18.9%
Total plan assets by year, all Associations, Inc. plans on file
Year Plans Participants Total Assets
2022 1 6,134 $109M
2023 1 6,223 $127M
2024 1 6,146 $130M

Nearby 401(k) Plans in Texas

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

Associa, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Associa, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Associa, Inc. 401(k)…AT&T Retirement Savi…Exxonmobil Savings P…Caterpillar 401(k) S…American Airlines, I…Dell Inc. 401(k) Plan
Associa, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Associa, Inc. 401(k) Plan side-by-side with 3 peers →

Scale composition for Associa, Inc. 401(k) Plan

Associa, Inc. 401(k) Plan reports $127M in end-of-year assets across 6,223 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $20,328 per participant (15% of the national average assets-per-participant) . Net income for plan year 2023 was $17M.

This plan identity (EIN 753014941, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $109M to $130M (+18.9%) while covered participants moved from 6,134 to 6,146 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,134 $109M Open filing
2023 6,223 $127M This page
2024 · index core 6,146 $130M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Associa, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Associa, Inc. 401(k) Plan assets move in 2023? ▼
Associa, Inc. 401(k) Plan grew sharply - up 16.0% during 2023, from $109M to $127M. Reported net income was $17M.
How have Associations, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associations, Inc.'s sponsor-wide assets grew 18.9%, from $109M to $130M.
Where does Associa, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Associa, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Associa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Connell Foley, LLP Employees 401(k) Profit Sharing Plan in NJ ($127M, 250 participants).

Next read for Associa, Inc. 401(k) Plan

Filing takeaways

Ways to act on Associa, Inc. 401(k) Plan's numbers.

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 753014941.

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.