Other · DOL Form 5500 · 2023
Associated Universities Inc. Retirement Plan
Data updated 2026-08-25
- $163M
- Total assets Near avg plan size
- 600
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $272,115
- Avg per participant High balance/head
Official DOL plan name: Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan · Sponsored by Associated Universities Inc. · Virginia · Professional & Technical Services
$163M in assets, 600 participants
Associated Universities Inc.'s Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan reported $163M in total assets and 600 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #19,326 in Professional & Technical Services (20,321 peers)
Where Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan sits by assets
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan sits in the top 10% of all filed plans by assets, $163M for 600 participants (~$272,115/participant), up 9.7% in 2023.
- #19,326
- in Professional & Technical Services (20,321 peers)
- +9.7%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan's outsized position by total assets
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$163,269,248 Top 6% higher than 94% 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
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda 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. Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan sits mid-pack in the medium band (600 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan reported net income rose from -$32M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan end-of-year assets rose from $149M in the plan year 2022 filing to $163M in the plan year 2023 filing.
- Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan reported participants rose from 585 in the plan year 2022 filing to 600 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 111630900 · Associated Universities Inc. PY 2023 · Other
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan · $163M · 600 · 94th
- PART $163M
- TYPE 600
- NET 94th
- BOOK Other
- VS-ST near Muhlenberg College Defined Contribution Plan
- BOY ind #19326
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 →
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $163M |
| Net Income | $14M |
| Employer EIN | 111630900 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,109 | $322M |
| 2023 | 2 | 1,141 | $357M |
| 2024 | 2 | 1,205 | $373M |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Muhlenberg College Defined Contribution Plan in PA ($163M); by covered participants it is Curry College Defined Contribution Retirement Plan in MA (600 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($163M here).
Similar participant headcount
Nearest other-state filings by covered participants (600 participants); asset peers above are excluded.
- Curry College Defined Contribution Retirement Plan (MA) 600 · 0 off
- Haverford College Defined Contribution Retirement Plan (PA) 600 · 0 off
- Covenant Care Retirement Savings Plan (FL) 600 · 0 off
- City of Hope National Medical Center Research Staff Organization Tax-Deferred Annuity Plan (CA) 600 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.