Profit Sharing · DOL Form 5500 · 2023

Associated Universities Inc. Profit Sharing Plan

Data updated 2026-08-25

$193M
Total assets Near avg plan size
541
Participants Below avg headcount
95th
Percentile by assets National rank
$357,176
Avg per participant High balance/head
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Official DOL plan name: Associated Universities Inc. Retirement Plan · Sponsored by Associated Universities Inc. · Virginia · Professional & Technical Services

$193M in assets, 541 participants

Associated Universities Inc.'s Associated Universities Inc. Retirement Plan reported $193M in total assets and 541 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #19,468 in Professional & Technical Services (20,321 peers)

Where Associated Universities Inc. Retirement Plan sits by assets

Associated Universities Inc. Retirement Plan sits in the top 5% of all filed plans by assets, $193M for 541 participants (~$357,176/participant), up 11.4% in 2023.

#19,468
in Professional & Technical Services (20,321 peers)
+11.4%
assets growth YoY
1.9×
vs typical plan assets (national mean)

Associated Universities Inc. Retirement Plan's outsized position by total assets

Associated Universities Inc. Retirement Plan vs every filed plan by assets

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

$193,232,355 Top 5% higher than 95% 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

Associated Universities Inc. 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. Associated Universities Inc. Retirement Plan sits mid-pack in the medium band (541 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associated Universities Inc. Retirement Plan reported net income rose from -$28M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Associated Universities Inc. Retirement Plan end-of-year assets rose from $173M in the plan year 2022 filing to $193M in the plan year 2023 filing.
  • Associated Universities Inc. Retirement Plan reported participants rose from 524 in the plan year 2022 filing to 541 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 111630900 · Associated Universities Inc. PY 2023 · Profit Sharing

Associated Universities Inc. Retirement Plan · $193M · 541 · 95th

  • 5500 $193M
  • 5500 541
  • 5500 95th
  • 5500 Profit Sharing
  • 5500 near The Richards Group, Inc. Profit Sharing and 401(k) Plan
  • 5500 ind #19468

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 Professional & Technical Services retirement plans → · Plans in Virginia →

Associated Universities Inc. Retirement Plan in the asset neighbourhood

Willamette University Defined Contribution Retirement PlanWillamette University Define…$195MThe Richards Group, Inc. Profit Sharing and 401(k) PlanThe Richards Group, Inc. Pro…$194MAssociated Universities Inc. Retirement PlanAssociated Universities Inc.…$193MIBEW-NECA Retirement Plan$192MTamko Employees Profit Sharing Retirement PlanTamko Employees Profit Shari…$191M
End-of-year total assets ($M) among Associated Universities Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$173M
Net Assets (End of Year)$193M
Net Income$20M
Employer EIN111630900
Plan Effective Date1947-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Universities Inc.)

Sponsor-wide plan assets over time

All Associated Universities Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$373M 15.806326600412623% vs 2022
2024 filing year
$300M$320M$340M$360M$380M 202220232024 $322M $373M ▲ +15.8%
Year Plans Participants Total Assets
2022 2 1,109 $322M
2023 2 1,141 $357M
2024 2 1,205 $373M

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Associated Universities Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants Associated Universities Inc. Retirement Plan, Total assets ($B): 0.193232355 · Participants: 541Associated Universities Inc. Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.065508171 · Participants: 5192Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.299252968 · Participants: 2085Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.277296224 · Participants: 1521American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.205110846 · Participants: 584Analytic Services Inc. Defined Contribution Retirement PlanSentara Healthcare 401(a) Retirement Plan, Total assets ($B): 0.121501138 · Participants: 13430Sentara Healthcare 401(a) Retirement Plan
Associated Universities Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
Compare Associated Universities Inc. Retirement Plan side-by-side with 3 peers →

Associated Universities Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is The Richards Group, Inc. Profit Sharing and 401(k) Plan in TX ($194M); by covered participants it is Triple-S Salud, Inc. Retirement and Savings Plan for Union Employees in PR (541 participants). Same-state nearby plans are listed separately above.

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 Associated Universities Inc. Retirement Plan assets move in 2023? ▼
Associated Universities Inc. Retirement Plan grew at a solid clip - up 11.4% during 2023, from $173M to $193M. Reported net income was $20M.
How have Associated Universities Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Universities Inc.'s sponsor-wide assets grew 15.8%, from $322M to $373M.
Where does Associated Universities Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Associated Universities Inc. Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Associated Universities Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Richards Group, Inc. Profit Sharing and 401(k) Plan in TX ($194M, 301 participants).
Which Profit Sharing plans cover a similar participant headcount to Associated Universities Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Triple-S Salud, Inc. Retirement and Savings Plan for Union Employees in PR (541 participants, $5M 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 111630900.

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.