401(k) · DOL Form 5500 · 2024

AMCAP 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
48
Participants Small participant base
69th
Percentile by assets National rank
$400,154
Avg per participant High balance/head
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Official DOL plan name: Amcap 401(k) Profit Sharing Plan & Trust · Sponsored by AMCAP · Connecticut · Real Estate

$19M in assets, 48 participants

AMCAP's Amcap 401(k) Profit Sharing Plan & Trust reported $19M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,865 in Real Estate (4,605 peers)

AMCAP multi-year trail

AMCAP's plans moved +16.1% in assets from 2022 to 2024; this filing shows Amcap 401(k) Profit Sharing Plan & Trust at $19M / 48 participants.

#3,865
in Real Estate (4,605 peers)
+9.4%
assets growth YoY

Amcap 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Amcap 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$19,207,402 Top 31% higher than 69% 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

Amcap 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amcap 401(k) Profit Sharing Plan & Trust is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amcap 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Amcap 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Amcap 401(k) Profit Sharing Plan & Trust reported participants rose from 46 in the plan year 2023 filing to 48 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133015496 · AMCAP PY 2024 · 401(k)

Amcap 401(k) Profit Sharing Plan & Trust · $19M · 48 · 69th

  • EOY $19M
  • EOY 48
  • EOY 69th
  • EOY 401(k)
  • EOY near Grossnickle Eye Center 401(k) Retirement Plan
  • EOY ind #3865

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 Real Estate retirement plans → · Plans in Connecticut →

Amcap 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Amcap 401(k) Profit Sharing Plan & TrustAmcap 401(k) Profit Sharing …$19MGrossnickle Eye Center 401(k) Retirement PlanGrossnickle Eye Center 401(k…$19MDorothy Lane Market, Inc. 401(k) Retirement PlanDorothy Lane Market, Inc. 40…$19MLayman, Diener & Borntrager Insurance Agency, Inc. Employee Stock Ownership and SavingsLayman, Diener & Borntrager …$19MSwartley Bros. Engineers, Inc. Employee Profit Sharing PlanSwartley Bros. Engineers, In…$19M
End-of-year total assets ($M) among Amcap 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

AMCAP multi-year asset trail

Sponsor-wide plan assets over time

All AMCAP plans reported in each filing year

Latest sponsor-wide plan assets
$19M 16.071334364560062% vs 2022
2024 filing year
$16M$17M$18M$19M$20M 202220232024 $16.6M $19.2M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 41 $17M
2023 1 46 $18M
2024 1 48 $19M

AMCAP filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN133015496
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Amcap 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Amcap 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.019207402 · Participants: 48Amcap 401(k) Profit Sharing Plan & TrustRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Amcap 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Amcap 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Amcap 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Grossnickle Eye Center 401(k) Retirement Plan in IN ($19M); by covered participants it is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Amcap 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Amcap 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 9.4% during 2024, from $18M to $19M. Reported net income was $2M.
How have AMCAP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), AMCAP's sponsor-wide assets grew 16.1%, from $17M to $19M.
Which 401(k) plans are similar in size to Amcap 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Grossnickle Eye Center 401(k) Retirement Plan in IN ($19M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Amcap 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants, $7M 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 133015496.

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.