401(k) · DOL Form 5500 · 2024
Aaa Northeast 401(k) Plan
Data updated 2026-08-25
- $358M
- Total assets Above avg plan size
- 3,286
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $108,999
- Avg per participant Below avg balance/head
Official DOL plan name: Aaa Northeast Retirement Plan · Sponsored by Aaa Northeast · Rhode Island · Professional & Technical Services
$358M in assets, 3,286 participants
Aaa Northeast's Aaa Northeast Retirement Plan reported $358M in total assets and 3,286 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #19,630 in Professional & Technical Services (20,173 peers)
Coverage in Rhode Island
Aaa Northeast Retirement Plan covers 3,286 participants in Rhode Island, 2.3x the typical Rhode Island plan (state average ~1,449 per filing). Assets: $358M.
- #19,630
- in Professional & Technical Services (20,173 peers)
- +13.0%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Aaa Northeast Retirement Plan's outsized position by total assets
Aaa Northeast Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$358,171,038 Top 4% higher than 96% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Aaa Northeast Retirement 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 Northeast Retirement Plan lands in the large band (3,286 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aaa Northeast Retirement Plan end-of-year assets rose from $317M in the plan year 2023 filing to $358M in the plan year 2024 filing.
- Aaa Northeast Retirement Plan reported net income fell from $47M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- Aaa Northeast Retirement Plan reported participants rose from 3,168 in the plan year 2023 filing to 3,286 in the plan year 2024 filing.
DOL schedule card
Filing strip 050102480 · Aaa Northeast PY 2024 · 401(k)
Aaa Northeast Retirement Plan · $358M · 3,286 · 96th
- PCT $358M
- PCT 3,286
- PCT 96th
- PCT 401(k)
- PCT near Murphy USA Inc. Savings Plan
- PCT ind #19630
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 Professional & Technical Services retirement plans → · Plans in Rhode Island →
Aaa Northeast Retirement Plan in the asset neighbourhood
Rhode Island filing particulars
| Total Assets (Beginning of Year) | $317M |
|---|---|
| Net Assets (End of Year) | $358M |
| Net Income | $41M |
| Employer EIN | 050102480 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aaa Northeast)
Sponsor-wide plan assets over time
All Aaa Northeast plans reported in each filing year
- Latest sponsor-wide plan assets
- $358M 32.56120096450772% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,274 | $270M |
| 2023 | 1 | 3,168 | $317M |
| 2024 | 1 | 3,286 | $358M |
Nearby 401(k) Plans in Rhode Island
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- CVS Health Future Fund 401(k) Plan $30.1B · 240,493
- Textron Savings Plan $6.1B · 26,609
- Cfg Retirement Savings Plan $3.2B · 17,893
- Unfi 401(k) Plan $2.8B · 26,416
- Factory Mutual Insurance Company 401(k) Savings Plan $1.9B · 4,005
Aaa Northeast Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Rhode Island, the nearest 401(k) by assets is Murphy USA Inc. Savings Plan in AR ($358M); by covered participants it is Linamar Holdings Nevada, Inc. 401(k) Plan in MI (3,285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($358M here).
- Murphy USA Inc. Savings Plan (AR) $358M · 11,354
- Savings Plan for Employees of Pernod Ricard USA, LLC (NY) $358M · 1,335
- Dinsdale Financial Institutions 401(k) Profit Sharing Plan (NE) $358M · 2,191
- Prosperity Bancshares, Inc. 401(k) Profit Sharing Plan (TX) $358M · 3,623
Similar participant headcount
Nearest other-state filings by covered participants (3,286 participants); asset peers above are excluded.
- Linamar Holdings Nevada, Inc. 401(k) Plan (MI) 3,285 · 1 off
- Commonwealth Senior Living 401(k) Plan (VA) 3,283 · 3 off
- 401(k) Simplified Flexible (SD) 3,289 · 3 off
- Honor Technology, Inc. 401(k) Plan (CA) 3,290 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.