401(k) · DOL Form 5500 · 2023

Aoa Management Company Limited Partnership 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
289
Participants Below avg headcount
79th
Percentile by assets National rank
$105,896
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aoa Management Co. 401(k) Plan · Sponsored by Aoa Management Company Limited Partnership · Georgia · Professional & Technical Services

$31M in assets, 289 participants

Aoa Management Company Limited Partnership's Aoa Management Co. 401(k) Plan reported $31M in total assets and 289 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,262 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Aoa Management Co. 401(k) Plan covers 289 participants in Georgia, about 26% of the average Georgia filer (state average ~1,096 per filing). Assets: $31M.

#16,262
in Professional & Technical Services (20,321 peers)
+17.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Aoa Management Co. 401(k) Plan's outsized position by total assets

Aoa Management Co. 401(k) Plan vs every filed plan by assets

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

$30,603,958 Top 21% higher than 79% 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

Aoa Management Co. 401(k) 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. Aoa Management Co. 401(k) Plan sits mid-pack in the medium band (289 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aoa Management Co. 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Aoa Management Co. 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Aoa Management Co. 401(k) Plan reported participants rose from 274 in the plan year 2022 filing to 289 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 208075233 · Aoa Management Company Limited Partnership PY 2023 · 401(k)

Aoa Management Co. 401(k) Plan · $31M · 289 · 79th

  • EIN $31M
  • EIN 289
  • EIN 79th
  • EIN 401(k)
  • EIN near Philly Shipyard 401(k) Plan
  • EIN ind #16262

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 Georgia →

Aoa Management Co. 401(k) Plan in the asset neighbourhood

Vortex Employees 401(k) Plan$31MAoa Management Co. 401(k) PlanAoa Management Co. 401(k) Pl…$31MPhilly Shipyard 401(k) Plan$31MLower LLC 401(k) Retirement PlanLower LLC 401(k) Retirement …$31MNewkirk Electric Associates, Inc. 401(k) Profit-Sharing PlanNewkirk Electric Associates,…$31M
End-of-year total assets ($M) among Aoa Management Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN208075233
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aoa Management Company Limited Partnership)

Sponsor-wide plan assets over time

All Aoa Management Company Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$34M 30.471068764146693% vs 2022
2024 filing year
$25M$30M$35M 202220232024 $26.2M $34.1M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 274 $26M
2023 1 289 $31M
2024 1 302 $34M

Nearby 401(k) Plans in Georgia

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

Aoa Management Co. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Aoa Management Co. 401(k) Plan, Total assets ($B): 0.030603958 · Participants: 289Aoa Management Co. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Aoa Management Co. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Aoa Management Co. 401(k) Plan side-by-side with 3 peers →

Aoa Management Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Philly Shipyard 401(k) Plan in PA ($31M); by covered participants it is Frost Management Company 401(k) Profit Sharing Plan in FL (289 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Aoa Management Co. 401(k) Plan assets move in 2023? ▼
Aoa Management Co. 401(k) Plan grew sharply - up 17.0% during 2023, from $26M to $31M. Reported net income was $4M.
How have Aoa Management Company Limited Partnership plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aoa Management Company Limited Partnership's sponsor-wide assets grew 30.5%, from $26M to $34M.
Where does Aoa Management Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
Aoa Management Co. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aoa Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Philly Shipyard 401(k) Plan in PA ($31M, 421 participants).
Which 401(k) plans cover a similar participant headcount to Aoa Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frost Management Company 401(k) Profit Sharing Plan in FL (289 participants, N/A 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 208075233.

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.