401(k) · DOL Form 5500 · 2023
Association of Economic Collaboration and Growth 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 2,126
- Participants Near avg headcount
- 62nd
- Percentile by assets National rank
- $5,612
- Avg per participant Low balance/head
Official DOL plan name: Association of Economic Collaboration and Growth Multiple Employer Retirement Plan · Sponsored by Association of Economic Collaboration and Growth · California · Finance & Insurance
$12M in assets, 2,126 participants
Association of Economic Collaboration and Growth's Association of Economic Collaboration and Growth Multiple Employer Retirement Plan reported $12M in total assets and 2,126 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #4,190 in Finance & Insurance (8,869 peers)
Coverage in California
Association of Economic Collaboration and Growth Multiple Employer Retirement Plan covers 2,126 participants in California, 3.4x the typical California plan (state average ~630 per filing). Assets: $12M.
- #4,190
- in Finance & Insurance (8,869 peers)
- +129.8%
- assets growth YoY
Association of Economic Collaboration and Growth Multiple Employer Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers
Association of Economic Collaboration and Growth Multiple Employer Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,930,931 Top 38% higher than 62% 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
Association of Economic Collaboration and Growth Multiple Employer 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. Association of Economic Collaboration and Growth Multiple Employer Retirement Plan lands in the large band (2,126 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Association of Economic Collaboration and Growth Multiple Employer Retirement Plan reported net income rose from $1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Association of Economic Collaboration and Growth Multiple Employer Retirement Plan reported participants rose from 870 in the plan year 2022 filing to 2,126 in the plan year 2023 filing.
- Association of Economic Collaboration and Growth Multiple Employer Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 833122688 · Association of Economic Collaboration and Growth PY 2023 · 401(k)
Association of Economic Collaboration and Growth Multiple Employer Retirement Plan · $12M · 2,126 · 62nd
- IND $12M
- EOY 2,126
- 5500 62nd
- ASSETS 401(k)
- PCT near Dj&a, P.C., Profit Sharing Plan
- EIN ind #4190
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 Finance & Insurance retirement plans → · Plans in California →
Association of Economic Collaboration and Growth Multiple Employer Retirement Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $5M |
| Employer EIN | 833122688 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Association of Economic Collaboration and Growth)
Sponsor-wide plan assets over time
All Association of Economic Collaboration and Growth plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 318.8890726180491% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 870 | $5M |
| 2023 | 1 | 2,126 | $12M |
| 2024 | 1 | 3,005 | $22M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Association of Economic Collaboration and Growth Multiple Employer Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Dj&a, P.C., Profit Sharing Plan in MT ($12M); by covered participants it is Mannington 401(k) Retirement Savings Plan in NJ (2,128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Dj&a, P.C., Profit Sharing Plan (MT) $12M · 112
- Pease Bell Cpas, LLC 401(k) Profit Sharing Plan (OH) $12M · 111
- United Language Group 401(k) Plan (MN) $12M · 347
- Minact, Inc. Retirement Income Plan (MS) $12M · 480
Similar participant headcount
Nearest other-state filings by covered participants (2,126 participants); asset peers above are excluded.
- Mannington 401(k) Retirement Savings Plan (NJ) 2,128 · 2 off
- Mayer Brown LLP USA Savings Plan (IL) 2,124 · 2 off
- Enpro Industries, Inc. Retirement Savings Plan (NC) 2,129 · 3 off
- Vystar Credit Union 401(k) Plan (FL) 2,123 · 3 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.