401(k) · DOL Form 5500 · 2024

Always Inner Circle, Inc. 401(k) Plan

Data updated 2026-08-25

$323K
Total assets Small plan by assets
2
Participants Small participant base
14th
Percentile by assets National rank
$161,536
Avg per participant Above avg balance/head
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Official DOL plan name: Always Inner Circle Retirement Plan · Sponsored by Always Inner Circle, Inc. · Colorado · Finance & Insurance

$323K in assets, 2 participants

Always Inner Circle, Inc.'s Always Inner Circle Retirement Plan reported $323K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

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

Always Inner Circle, Inc. multi-year trail

Always Inner Circle, Inc.'s plans moved +59.9% in assets from 2022 to 2024; this filing shows Always Inner Circle Retirement Plan at $323K / 2 participants.

#611
in Finance & Insurance (8,549 peers)
+18.3%
assets growth YoY

Always Inner Circle Retirement Plan among the smaller filed plans by assets

Always Inner Circle Retirement Plan vs every filed plan by assets

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

$323,072 14th percentile higher than 14% 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

Always Inner Circle Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Always Inner Circle Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Always Inner Circle Retirement Plan reported net income fell from $71K in the plan year 2023 filing to $50K in the plan year 2024 filing.
  • Always Inner Circle Retirement Plan end-of-year assets rose from $273K in the plan year 2023 filing to $323K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 832340679 · Always Inner Circle, Inc. PY 2024 · 401(k)

Always Inner Circle Retirement Plan · $323K · 2 · 14th

  • EBSA $323K
  • PART 2
  • TYPE 14th
  • NET 401(k)
  • BOOK near Tall Pines Inn, Inc. 401(k) Plan
  • VS-ST ind #611

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 Colorado →

Always Inner Circle Retirement Plan in the asset neighbourhood

Always Inner Circle Retirement PlanAlways Inner Circle Retireme…$323KTall Pines Inn, Inc. 401(k) PlanTall Pines Inn, Inc. 401(k) …$323KLucor Development Group, Inc. 401(k) Profit Sharing PlanLucor Development Group, Inc…$323KTotal Apartment Solutions 401(k) PlanTotal Apartment Solutions 40…$323KChez Palmiers Corp. 401(k) PlanChez Palmiers Corp. 401(k) P…$323K
End-of-year total assets ($M) among Always Inner Circle Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Always Inner Circle, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Always Inner Circle, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$323K 59.897055184360305% vs 2022
2024 filing year
$0.15M$0.2M$0.25M$0.3M$0.35M 202220232024 $0.2M $0.32M ▲ +60.0%
Year Plans Participants Total Assets
2022 1 2 $202K
2023 1 2 $273K
2024 1 2 $323K

Always Inner Circle, Inc. filing trail (2024)

Total Assets (Beginning of Year)$273K
Net Assets (End of Year)$323K
Net Income$50K
Employer EIN832340679
Plan Effective Date2018-10-26
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Always Inner Circle Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Always Inner Circle Retirement Plan, Total assets ($B): 0.000323072 · Participants: 2Always Inner Circle Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Always Inner Circle Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Always Inner Circle Retirement Plan side-by-side with 3 peers →

Always Inner Circle Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Tall Pines Inn, Inc. 401(k) Plan in AR ($323K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($323K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Always Inner Circle Retirement Plan assets move in 2024? ▼
Always Inner Circle Retirement Plan grew sharply - up 18.3% during 2024, from $273K to $323K. Reported net income was $50K.
How have Always Inner Circle, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Always Inner Circle, Inc.'s sponsor-wide assets grew 59.9%, from $202K to $323K.
Where does Always Inner Circle Retirement Plan rank by assets among Form 5500 filers? ▼
Always Inner Circle Retirement Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Always Inner Circle Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tall Pines Inn, Inc. 401(k) Plan in AR ($323K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Always Inner Circle Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 832340679.

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.