401(k) · DOL Form 5500 · 2023

Aion Management, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
389
Participants Below avg headcount
53rd
Percentile by assets National rank
$19,539
Avg per participant Low balance/head
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Official DOL plan name: Aion Management, LLC 401(k) Retirement Plan · Sponsored by Aion Management, LLC · New York · Real Estate

$8M in assets, 389 participants

Aion Management, LLC's Aion Management, LLC 401(k) Retirement Plan reported $8M in total assets and 389 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,362 in Real Estate (4,727 peers)

Coverage in New York

Aion Management, LLC 401(k) Retirement Plan covers 389 participants in New York, about 49% of the average New York filer (state average ~798 per filing). Assets: $8M.

#3,362
in Real Estate (4,727 peers)
+40.7%
assets growth YoY

Aion Management, LLC 401(k) Retirement Plan's mid-pack asset rank among Real Estate and all filers

Aion Management, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$7,600,817 Top 47% higher than 53% 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

Aion Management, LLC 401(k) Retirement 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. Aion Management, LLC 401(k) Retirement Plan sits mid-pack in the medium band (389 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aion Management, LLC 401(k) Retirement Plan reported net income rose from $504K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aion Management, LLC 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Aion Management, LLC 401(k) Retirement Plan reported participants rose from 288 in the plan year 2022 filing to 389 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 820770916 · Aion Management, LLC PY 2023 · 401(k)

Aion Management, LLC 401(k) Retirement Plan · $8M · 389 · 53rd

  • EOY $8M
  • 5500 389
  • ASSETS 53rd
  • PCT 401(k)
  • EIN near Passageways, Inc. Employees' 401(k) Plan
  • RANK ind #3362

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 New York →

Aion Management, LLC 401(k) Retirement Plan in the asset neighbourhood

Aion Management, LLC 401(k) Retirement PlanAion Management, LLC 401(k) …$8MPassageways, Inc. Employees' 401(k) PlanPassageways, Inc. Employees'…$8MQsr Automations, Inc. 401(k) PlanQsr Automations, Inc. 401(k)…$8MBuilt in, Inc. Plan$8MHulst-Jepsen Physical Therapy$8M
End-of-year total assets ($M) among Aion Management, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN820770916
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aion Management, LLC)

Sponsor-wide plan assets over time

All Aion Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 66.47541970090003% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.4M $8.99M ▲ +66.5%
Year Plans Participants Total Assets
2022 1 288 $5M
2023 1 389 $8M
2024 1 416 $9M

Nearby 401(k) Plans in New York

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

Aion Management, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Aion Management, LLC 401(k) Retirement Plan, Total assets ($B): 0.007600817 · Participants: 389Aion Management, LLC 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Aion Management, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Aion Management, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Aion Management, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Passageways, Inc. Employees' 401(k) Plan in IN ($8M); by covered participants it is Dura Bond Retirement Savings Plan in PA (389 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (389 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 Aion Management, LLC 401(k) Retirement Plan assets move in 2023? ▼
Aion Management, LLC 401(k) Retirement Plan surged - up 40.7% during 2023, from $5M to $8M. Reported net income was $2M.
How have Aion Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aion Management, LLC's sponsor-wide assets grew 66.5%, from $5M to $9M.
Which 401(k) plans are similar in size to Aion Management, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Passageways, Inc. Employees' 401(k) Plan in IN ($8M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Aion Management, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dura Bond Retirement Savings Plan in PA (389 participants, $27M 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 820770916.

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.