401(k) · DOL Form 5500 · 2023

Aa Retail Holdings Corp 401(k) Plan

Data updated 2026-05-15

$29K
Total assets
56
Participants
3rd
Percentile by assets
$524
Avg per participant

Sponsored by Aa Retail Holdings Corp. · Georgia · Retail Trade

What the 2023 filing shows

Aa Retail Holdings Corp 401(k) Plan holds $29K for 56 participants - about $524 per participant, among the smaller plans by assets on file, down 3.9% over the 2023 plan year.

$29K
total plan assets (2023 EOY)
56
covered participants
3rd
percentile by assets (of 126,618 plans)
$524
avg assets per participant

The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry
Retail Trade

401(k) · DOL Form 5500 · 2023

What the Filing Says About Aa Retail Holdings Corp 401(k) Plan

Aa Retail Holdings Corp 401(k) Plan is a 401(k) retirement plan sponsored by Aa Retail Holdings Corp., headquartered in Georgia. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $29K in total end-of-year assets and covers 56 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 460838735, and the plan has been effective since 2012-08-22. Its filing status is currently FILING RECEIVED.

Year over year, total assets edged down modestly from $31K at the beginning of 2023 to $29K at year-end - down 3.9%. Net assets (after liabilities) closed the year at $29K, with reported net income of -$1K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Across the 2 plan years Aa Retail Holdings Corp. has on file with PlainRetire (2022-2023), sponsor-wide plan assets have moved from $31K to $29K, a decline of 3.9%, while reported participants moved from 59 to 56 (-5.1%). Year-by-year, sponsor-wide filings show: 2022 - $31K in assets across 1 plan covering 59 participants; 2023 - $29K in assets across 1 plan covering 56 participants.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Aa Retail Holdings Corp 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2023)

Total Assets (Beginning of Year)$31K
Total Assets (End of Year)$29K
Net Assets (End of Year)$29K
Net Income-$1K
Plan Type401(k)
Employer EIN460838735
Plan Effective Date2012-08-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Aa Retail Holdings Corp.)

Year Plans Participants Total Assets
2022 1 59 $31K
2023 1 56 $29K

Nearby 401(k) Plans in Georgia

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

Frequently Asked Questions

How much money is in the Aa Retail Holdings Corp 401(k) Plan?
As of the 2023 Form 5500 filing, Aa Retail Holdings Corp 401(k) Plan holds $29K in total assets with 56 participants. It is sponsored by Aa Retail Holdings Corp..
What type of plan is Aa Retail Holdings Corp 401(k) Plan?
Aa Retail Holdings Corp 401(k) Plan is a 401(k) plan. It has been effective since 2012-08-22. The plan is filed with the U.S. Department of Labor under EIN 460838735.
Who sponsors the Aa Retail Holdings Corp 401(k) Plan?
Aa Retail Holdings Corp 401(k) Plan is sponsored by Aa Retail Holdings Corp., located in Georgia. The sponsor's EIN is 460838735 and the plan operates in the Retail Trade industry.
How did Aa Retail Holdings Corp 401(k) Plan perform in 2023?
Aa Retail Holdings Corp 401(k) Plan edged down modestly - down 3.9% during 2023, moving from $31K to $29K in total assets. Net income was -$1K.

What this filing means

Ways to act on Aa Retail Holdings Corp 401(k) Plan's numbers.

  • By total assets, Aa Retail Holdings Corp 401(k) Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
  • Aa Retail Holdings Corp.'s sponsor-wide assets have declined 3.9% since 2022 across 2 plan years on file. More Retail Trade plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 460838735.

Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.