Other · DOL Form 5500 · 2023

Associated Universities Inc. Retirement Plan

Data updated 2026-08-11

$163M
Total assets: 600
Participants: 94th
Percentile by assets: $272,115
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$163M
total plan assets (2023 EOY): 600
covered participants: 94th
percentile by assets (of 127,072 plans): $272,115
avg assets per participant

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.

See the national 2022→2023 release diff →

State

Virginia

Industry

Professional & Technical Services

Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan vs the 2023 asset distribution

By assets, Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Associated Universities Inc. plans on file

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.

Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan vs. nearby Other plans in Virginia, assets vs. participants

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

Compare Aui Supplemental Retirement Annuity Plan… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan by total assets, not by location.

Muhlenberg College Defined Contribution Plan (PA) $163M · 604
The Independent School Group Retirement Plan (Misbo) (GA) $163M · 861
The Metropolitan Museum of Art 403(b) Matching Plan for Non-Union Employees (NY) $163M · 1,141
Banner Health Employees 403(b) Plan (AZ) $164M · 11,018

Frequently Asked Questions

How did Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan assets move in 2023? ▼

Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan grew at a solid clip - up 9.7% during 2023, from $149M to $163M. Reported net income was $14M.

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 Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan rank by assets among Form 5500 filers? ▼

Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan ranks in the 94th 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 Other plans are similar in size to Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan? ▼

Among Other plans in other states, the closest by assets is Muhlenberg College Defined Contribution Plan in PA ($163M, 604 participants).

Next read for Aui Supplemental Retirement Annuity Plan…

Scale reading

Ways to act on Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan's numbers.

By total assets, Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Other plans in Virginia. Compare plans
Associated Universities Inc.'s sponsor-wide assets have grown 15.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.