401(k) · DOL Form 5500 · 2024

Aaa Northern California, Nevada & Utah 401(k) Plan

Data updated 2026-08-25

$763M
Total assets Above avg plan size
5,182
Participants Above avg headcount
98th
Percentile by assets National rank
$147,183
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aaa Ncnu 401(k) Plan · Sponsored by Aaa Northern California, Nevada & Utah · California · Finance & Insurance

$763M in assets, 5,182 participants

Aaa Northern California, Nevada & Utah's Aaa Ncnu 401(k) Plan reported $763M in total assets and 5,182 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,242 in Finance & Insurance (8,549 peers)

Coverage in California

Aaa Ncnu 401(k) Plan covers 5,182 participants in California, 8.2x the typical California plan (state average ~630 per filing). Assets: $763M.

#8,242
in Finance & Insurance (8,549 peers)
+14.9%
assets growth YoY
7.7×
vs typical plan assets (national mean)

Aaa Ncnu 401(k) Plan's outsized position by total assets

Aaa Ncnu 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$762,703,015 Top 2% higher than 98% of 123,620 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 2024

Aaa Ncnu 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aaa Ncnu 401(k) Plan lands in the large band (5,182 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aaa Ncnu 401(k) Plan reported net income fell from $121M in the plan year 2023 filing to $99M in the plan year 2024 filing.
  • Aaa Ncnu 401(k) Plan end-of-year assets rose from $664M in the plan year 2023 filing to $763M in the plan year 2024 filing.
  • Aaa Ncnu 401(k) Plan reported participants fell from 5,244 in the plan year 2023 filing to 5,182 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 940361645 · Aaa Northern California, Nevada & Utah PY 2024 · 401(k)

Aaa Ncnu 401(k) Plan · $763M · 5,182 · 98th

  • PART $763M
  • PART 5,182
  • PART 98th
  • PART 401(k)
  • PART near Caes 401(k) Plan
  • PART ind #8242

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 California →

Aaa Ncnu 401(k) Plan in the asset neighbourhood

American Air Liquide Holdings, Inc. Enhanced Savings PlanAmerican Air Liquide Holding…$764MInforma USA, Inc. 401(k) Plan$763MAaa Ncnu 401(k) Plan$763MCaes 401(k) Plan$762MMayo Retirement Savings Plan$762M
End-of-year total assets ($M) among Aaa Ncnu 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$664M
Net Assets (End of Year)$763M
Net Income$99M
Employer EIN940361645
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aaa Northern California, Nevada & Utah)

Sponsor-wide plan assets over time

All Aaa Northern California, Nevada & Utah plans reported in each filing year

Latest sponsor-wide plan assets
$763M 40.47693157158484% vs 2022
2024 filing year
$500M$600M$700M$800M 202220232024 $543M $763M ▲ +40.5%
Year Plans Participants Total Assets
2022 1 5,388 $543M
2023 1 5,244 $664M
2024 1 5,182 $763M

Nearby 401(k) Plans in California

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

Aaa Ncnu 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aaa Ncnu 401(k) Plan, Total assets ($B): 0.762703015 · Participants: 5182Aaa Ncnu 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Aaa Ncnu 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aaa Ncnu 401(k) Plan side-by-side with 3 peers →

Scale composition for Aaa Ncnu 401(k) Plan

Aaa Ncnu 401(k) Plan reports $763M in end-of-year assets across 5,182 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $147,183 per participant (1.1x the national average assets-per-participant) . Net income for plan year 2024 was $99M.

This plan identity (EIN 940361645, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $543M to $763M (+40.5%) while covered participants moved from 5,388 to 5,182 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,388 $543M Open filing
2023 5,244 $664M Open filing
2024 · index core 5,182 $763M This page

Aaa Ncnu 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Caes 401(k) Plan in DE ($762M); by covered participants it is Fontainebleau Development LLC 401(k) Plan in FL (5,178 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($763M here).

Similar participant headcount

Nearest other-state filings by covered participants (5,182 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aaa Ncnu 401(k) Plan assets move in 2024? ▼
Aaa Ncnu 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $664M to $763M. Reported net income was $99M.
How have Aaa Northern California, Nevada & Utah plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aaa Northern California, Nevada & Utah's sponsor-wide assets grew 40.5%, from $543M to $763M.
Where does Aaa Ncnu 401(k) Plan rank by assets among Form 5500 filers? ▼
Aaa Ncnu 401(k) Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Aaa Ncnu 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Caes 401(k) Plan in DE ($762M, 3,458 participants).
Which 401(k) plans cover a similar participant headcount to Aaa Ncnu 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fontainebleau Development LLC 401(k) Plan in FL (5,178 participants, $14M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 940361645.

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.