Defined Benefit (Pension) · DOL Form 5500 · 2023

American Institute of Certified Public Accountants Pension Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
287
Participants Below avg headcount
92nd
Percentile by assets National rank
$365,033
Avg per participant High balance/head
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Official DOL plan name: American Institute of Certified Public Accountants Revised Staff Pension Plan · Sponsored by American Institute of Certified Public Accountants · North Carolina · Other Services

$105M in assets, 287 participants

American Institute of Certified Public Accountants's American Institute of Certified Public Accountants Revised Staff Pension Plan reported $105M in total assets and 287 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,624 in Other Services (7,857 peers)

Coverage in North Carolina

American Institute of Certified Public Accountants Revised Staff Pension Plan covers 287 participants in North Carolina, about 35% of the average North Carolina filer (state average ~819 per filing). Assets: $105M.

#7,624
in Other Services (7,857 peers)
+2.0%
assets growth YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $103M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Institute of Certified Public Accountants Revised Staff Pension Plan's outsized position by total assets

American Institute of Certified Public Accountants Revised Staff Pension Plan vs every filed plan by assets

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

$104,764,472 Top 8% higher than 92% 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

American Institute of Certified Public Accountants Revised Staff Pension 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. American Institute of Certified Public Accountants Revised Staff Pension Plan sits mid-pack in the medium band (287 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Institute of Certified Public Accountants Revised Staff Pension Plan reported net income fell from -$11M in the plan year 2022 filing to -$103M in the plan year 2023 filing.
  • American Institute of Certified Public Accountants Revised Staff Pension Plan reported participants fell from 296 in the plan year 2022 filing to 287 in the plan year 2023 filing.
  • American Institute of Certified Public Accountants Revised Staff Pension Plan end-of-year assets rose from $103M in the plan year 2022 filing to $105M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 130432265 · American Institute of Certified Public Accountants PY 2023 · Defined Benefit (Pension)

American Institute of Certified Public Accountants Revised Staff Pension Plan · $105M · 287 · 92nd

  • BOY $105M
  • SCH 287
  • EBSA 92nd
  • PART Defined Benefit (Pension)
  • TYPE near Kansas City Cement Masons Pension Fund
  • NET ind #7624

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 Other Services retirement plans → · Plans in North Carolina →

American Institute of Certified Public Accountants Revised Staff Pension Plan in the asset neighbourhood

Wiltel Communications, LLC Pension PlanWiltel Communications, LLC P…$105MBekaert Corporation Retirement Income PlanBekaert Corporation Retireme…$105MKansas City Cement Masons Pension FundKansas City Cement Masons Pe…$105MAmerican Institute of Certified Public Accountants Revised Staff Pension PlanAmerican Institute of Certif…$105MKnights of Columbus Retirement Plan for Bargaining Unit EmployeesKnights of Columbus Retireme…$105M
End-of-year total assets ($M) among American Institute of Certified Public Accountants Revised Staff Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)N/A
Net Income-$103M
Employer EIN130432265
Plan Effective Date1943-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Institute of Certified Public Accountants)

Sponsor-wide plan assets over time

All American Institute of Certified Public Accountants plans reported in each filing year

Latest sponsor-wide plan assets
$3M 97.48179382107827% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $103M $2.59M ▼ -97.5%
Year Plans Participants Total Assets
2022 1 296 $103M
2023 1 287 $105M
2024 1 236 $3M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American Institute of Certified Public Accountants Revised Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants American Institute of Certified Public Accountants Revised Staff Pension Plan, Total assets ($B): 0.104764472 · Participants: 287American Institute of Certified Public Accountants Revised Staff Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
American Institute of Certified Public Accountants Revised Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare American Institute of Certified Public Accountants Revised Staff Pension Plan side-by-side with 3 peers →

American Institute of Certified Public Accountants Revised Staff Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Kansas City Cement Masons Pension Fund in MO ($105M); by covered participants it is Civil Service Employees Association, Inc. Pension Plan in NY (287 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (287 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 American Institute of Certified Public Accountants Revised Staff Pension Plan assets move in 2023? ▼
American Institute of Certified Public Accountants Revised Staff Pension Plan edged up modestly - up 2.0% during 2023, from $103M to $105M. Reported net income was -$103M.
How have American Institute of Certified Public Accountants plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Institute of Certified Public Accountants's sponsor-wide assets declined 97.5%, from $103M to $3M.
Where does American Institute of Certified Public Accountants Revised Staff Pension Plan rank by assets among Form 5500 filers? ▼
American Institute of Certified Public Accountants Revised Staff Pension Plan ranks in the 92nd 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 Defined Benefit (Pension) plans are similar in size to American Institute of Certified Public Accountants Revised Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kansas City Cement Masons Pension Fund in MO ($105M, 509 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Institute of Certified Public Accountants Revised Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Civil Service Employees Association, Inc. Pension Plan in NY (287 participants, $187M 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 130432265.

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.