401(k) · DOL Form 5500 · 2023

Associated Agencies, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
118
Participants Small participant base
75th
Percentile by assets National rank
$193,738
Avg per participant Above avg balance/head
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Official DOL plan name: Associated Agencies, Inc. 401(k) Profit Sharing Plan · Sponsored by Associated Agencies, Inc. · Illinois · Finance & Insurance

$23M in assets, 118 participants

Associated Agencies, Inc.'s Associated Agencies, Inc. 401(k) Profit Sharing Plan reported $23M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,525 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Associated Agencies, Inc. 401(k) Profit Sharing Plan covers 118 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#5,525
in Finance & Insurance (8,869 peers)
+18.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Associated Agencies, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Associated Agencies, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,861,069 Top 25% higher than 75% 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 Agencies, Inc. 401(k) Profit Sharing 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 Agencies, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associated Agencies, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Associated Agencies, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Associated Agencies, Inc. 401(k) Profit Sharing Plan reported participants rose from 112 in the plan year 2022 filing to 118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362709020 · Associated Agencies, Inc. PY 2023 · 401(k)

Associated Agencies, Inc. 401(k) Profit Sharing Plan · $23M · 118 · 75th

  • 5500 $23M
  • ASSETS 118
  • PCT 75th
  • EIN 401(k)
  • RANK near American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan
  • PHOTO ind #5525

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 Illinois →

Associated Agencies, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Associated Agencies, Inc. 401(k) Profit Sharing PlanAssociated Agencies, Inc. 40…$23MAmerican Income Life Insurance Company Exempt Employees 401(k) Profit Sharing PlanAmerican Income Life Insuran…$23MTld USA Profit Sharing and Savings PlanTld USA Profit Sharing and S…$23MLipman 401(k) Plan$23MWaterford Hotel Group, LLC 401(k) Savings PlanWaterford Hotel Group, LLC 4…$23M
End-of-year total assets ($M) among Associated Agencies, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN362709020
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Agencies, Inc.)

Sponsor-wide plan assets over time

All Associated Agencies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 38.52893374414121% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $26.2M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 112 $19M
2023 1 118 $23M
2024 1 178 $26M

Nearby 401(k) Plans in Illinois

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

Associated Agencies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Associated Agencies, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.022861069 · Participants: 118Associated Agencies, Inc. 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Associated Agencies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Associated Agencies, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Associated Agencies, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan in TX ($23M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Associated Agencies, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Associated Agencies, Inc. 401(k) Profit Sharing Plan grew sharply - up 18.9% during 2023, from $19M to $23M. Reported net income was $4M.
How have Associated Agencies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Agencies, Inc.'s sponsor-wide assets grew 38.5%, from $19M to $26M.
Where does Associated Agencies, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Associated Agencies, Inc. 401(k) Profit Sharing Plan ranks in the 75th 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 Associated Agencies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Income Life Insurance Company Exempt Employees 401(k) Profit Sharing Plan in TX ($23M, 321 participants).
Which 401(k) plans cover a similar participant headcount to Associated Agencies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 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 362709020.

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.