401(k) · DOL Form 5500 · 2024

Aea Investors LP 401(k) Plan

Data updated 2026-08-25

$95M
Total assets Below avg plan size
176
Participants Small participant base
90th
Percentile by assets National rank
$537,616
Avg per participant High balance/head
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Official DOL plan name: Aea Investors LP 401(k) Savings Plan · Sponsored by Aea Investors LP · New York · Finance & Insurance

$95M in assets, 176 participants

Aea Investors LP's Aea Investors LP 401(k) Savings Plan reported $95M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,223 in Finance & Insurance (8,549 peers)

Coverage in New York

Aea Investors LP 401(k) Savings Plan covers 176 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $95M.

#7,223
in Finance & Insurance (8,549 peers)
+13.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Aea Investors LP 401(k) Savings Plan's outsized position by total assets

Aea Investors LP 401(k) Savings Plan vs every filed plan by assets

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

$94,620,340 Top 10% higher than 90% 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

Aea Investors LP 401(k) Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aea Investors LP 401(k) Savings Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aea Investors LP 401(k) Savings Plan reported net income fell from $16M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Aea Investors LP 401(k) Savings Plan end-of-year assets rose from $84M in the plan year 2023 filing to $95M in the plan year 2024 filing.
  • Aea Investors LP 401(k) Savings Plan reported participants rose from 161 in the plan year 2023 filing to 176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 593761840 · Aea Investors LP PY 2024 · 401(k)

Aea Investors LP 401(k) Savings Plan · $95M · 176 · 90th

  • EIN $95M
  • EIN 176
  • EIN 90th
  • EIN 401(k)
  • EIN near Telus Agriculture (US) Retirement Plan
  • EIN ind #7223

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 New York →

Aea Investors LP 401(k) Savings Plan in the asset neighbourhood

Opus Retirement Savings Plan$95MRisepoint, LLC Retirement Savings PlanRisepoint, LLC Retirement Sa…$95MAea Investors LP 401(k) Savings PlanAea Investors LP 401(k) Savi…$95MTelus Agriculture (US) Retirement PlanTelus Agriculture (US) Retir…$95MBasin Electric Power Cooperative Nd/Sd Union 401(k) PlanBasin Electric Power Coopera…$95M
End-of-year total assets ($M) among Aea Investors LP 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$95M
Net Income$11M
Employer EIN593761840
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aea Investors LP)

Sponsor-wide plan assets over time

All Aea Investors LP plans reported in each filing year

Latest sponsor-wide plan assets
$95M 38.73241024659649% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $68.2M $94.6M ▲ +38.7%
Year Plans Participants Total Assets
2022 1 139 $68M
2023 1 161 $84M
2024 1 176 $95M

Nearby 401(k) Plans in New York

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

Aea Investors LP 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Aea Investors LP 401(k) Savings Plan, Total assets ($B): 0.09462034 · Participants: 176Aea Investors LP 401(k) Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Aea Investors LP 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Aea Investors LP 401(k) Savings Plan side-by-side with 3 peers →

Aea Investors LP 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Telus Agriculture (US) Retirement Plan in PA ($95M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($95M here).

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Aea Investors LP 401(k) Savings Plan assets move in 2024? ▼
Aea Investors LP 401(k) Savings Plan grew at a solid clip - up 13.0% during 2024, from $84M to $95M. Reported net income was $11M.
How have Aea Investors LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aea Investors LP's sponsor-wide assets grew 38.7%, from $68M to $95M.
Where does Aea Investors LP 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Aea Investors LP 401(k) Savings Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Aea Investors LP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Telus Agriculture (US) Retirement Plan in PA ($95M, 720 participants).
Which 401(k) plans cover a similar participant headcount to Aea Investors LP 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 participants, N/A 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 593761840.

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.