401(k) · DOL Form 5500 · 2023

Associations, Inc. 401(k) Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
6,223
Participants Above avg headcount
93rd
Percentile by assets National rank
$20,328
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#4,639
in Real Estate (4,727 peers)
+16.0%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Associa, Inc. 401(k) Plan's outsized position by total assets

Associa, Inc. 401(k) Plan vs every filed plan by assets

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

$126,501,533 Top 7% higher than 93% 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

Associa, Inc. 401(k) 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. Associa, Inc. 401(k) Plan lands in the large band (6,223 participants).

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 →

Form 5500 schedule snapshot

Filing strip 753014941 · Associations, Inc. PY 2023 · 401(k)

Associa, Inc. 401(k) Plan · $127M · 6,223 · 93rd

  • BOY $127M
  • SCH 6,223
  • EBSA 93rd
  • PART 401(k)
  • TYPE near Connell Foley, LLP Employees 401(k) Profit Sharing Plan
  • NET ind #4639

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 Texas →

Associa, Inc. 401(k) Plan in the asset neighbourhood

Apella Health Management, Inc. Retirement Savings PlanApella Health Management, In…$127MConnell Foley, LLP Employees 401(k) Profit Sharing PlanConnell Foley, LLP Employees…$127MAssocia, Inc. 401(k) Plan$127MKia America 401(k) Plan$126MAmundsen Davis LLC 401(k) Salary Savings PlanAmundsen Davis LLC 401(k) Sa…$126M
End-of-year total assets ($M) among Associa, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Associations, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$130M 18.883007536245216% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $109M $130M ▲ +18.9%
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 Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Associa, Inc. 401(k) Plan, Total assets ($B): 0.126501533 · Participants: 6223Associa, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell 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:

Associa, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Connell Foley, LLP Employees 401(k) Profit Sharing Plan in NJ ($127M); by covered participants it is Ollie's Bargain Outlet, Inc. 401(k) Retirement Plan in PA (6,223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6,223 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 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).
Which 401(k) plans cover a similar participant headcount to Associa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ollie's Bargain Outlet, Inc. 401(k) Retirement Plan in PA (6,223 participants, $29M 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 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.