Defined Benefit (Pension) · DOL Form 5500 · 2023

Aaa Arizona, Inc. Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
99
Participants Small participant base
70th
Percentile by assets National rank
$173,243
Avg per participant Above avg balance/head
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Official DOL plan name: Aaa Arizona, Inc. Cash Balance Plan and Trust · Sponsored by Aaa Arizona, Inc. · California · Transportation & Warehousing

$17M in assets, 99 participants

Aaa Arizona, Inc.'s Aaa Arizona, Inc. Cash Balance Plan and Trust reported $17M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,348 in Transportation & Warehousing (3,362 peers)

Aaa Arizona, Inc. multi-year trail

Aaa Arizona, Inc.'s plans moved -11.3% in assets from 2022 to 2024; this filing shows Aaa Arizona, Inc. Cash Balance Plan and Trust at $17M / 99 participants.

#2,348
in Transportation & Warehousing (3,362 peers)
-10.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aaa Arizona, Inc. Cash Balance Plan and Trust's outsized position by total assets

Aaa Arizona, Inc. Cash Balance Plan and Trust vs every filed plan by assets

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

$17,151,061 Top 30% higher than 70% 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

Aaa Arizona, Inc. Cash Balance Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aaa Arizona, Inc. Cash Balance Plan and Trust is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aaa Arizona, Inc. Cash Balance Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Aaa Arizona, Inc. Cash Balance Plan and Trust end-of-year assets fell from $19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Aaa Arizona, Inc. Cash Balance Plan and Trust reported participants fell from 110 in the plan year 2022 filing to 99 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860002037 · Aaa Arizona, Inc. PY 2023 · Defined Benefit (Pension)

Aaa Arizona, Inc. Cash Balance Plan and Trust · $17M · 99 · 70th

  • SCH $17M
  • SCH 99
  • SCH 70th
  • SCH Defined Benefit (Pension)
  • SCH near Knape & Vogt Manufacturing Company Pension Plan
  • SCH ind #2348

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 Transportation & Warehousing retirement plans → · Plans in California →

Aaa Arizona, Inc. Cash Balance Plan and Trust in the asset neighbourhood

St Louis Community Credit Union Cash Balance Retirement Pension PlanSt Louis Community Credit Un…$17MSabin Metal Corp. Retirement PlanSabin Metal Corp. Retirement…$17MVisiting Nurse Association in Middlesex County Pension PlanVisiting Nurse Association i…$17MAaa Arizona, Inc. Cash Balance Plan and TrustAaa Arizona, Inc. Cash Balan…$17MKnape & Vogt Manufacturing Company Pension PlanKnape & Vogt Manufacturing C…$17M
End-of-year total assets ($M) among Aaa Arizona, Inc. Cash Balance Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Aaa Arizona, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aaa Arizona, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 11.344992866044045% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $19.2M $17M ▼ -11.3%
Year Plans Participants Total Assets
2022 1 110 $19M
2023 1 99 $17M
2024 1 96 $17M

Aaa Arizona, Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN860002037
Plan Effective Date1969-05-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Aaa Arizona, Inc. Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Aaa Arizona, Inc. Cash Balance Plan and Trust, Total assets ($B): 0.017151061 · Participants: 99Aaa Arizona, Inc. Cash Balance Plan and TrustKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Aaa Arizona, Inc. Cash Balance Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Aaa Arizona, Inc. Cash Balance Plan and Trust side-by-side with 3 peers →

Aaa Arizona, Inc. Cash Balance Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Knape & Vogt Manufacturing Company Pension Plan in MI ($17M); by covered participants it is Local 1102 Retirement Trust in NY (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Aaa Arizona, Inc. Cash Balance Plan and Trust assets move in 2023? ▼
Aaa Arizona, Inc. Cash Balance Plan and Trust pulled back noticeably - down 10.8% during 2023, from $19M to $17M. Reported net income was -$2M.
How have Aaa Arizona, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaa Arizona, Inc.'s sponsor-wide assets declined 11.3%, from $19M to $17M.
Which Defined Benefit (Pension) plans are similar in size to Aaa Arizona, Inc. Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Knape & Vogt Manufacturing Company Pension Plan in MI ($17M, 111 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Aaa Arizona, Inc. Cash Balance Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 1102 Retirement Trust in NY (99 participants, $36M 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 860002037.

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.