401(k) · DOL Form 5500 · 2024

Aiv, L.P. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size: 276
Participants Below avg headcount: 79th
Percentile by assets National rank: $122,151
Avg per participant Near avg balance/head

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Official DOL plan name: Aiv, L.P. 401(k) Plan · Sponsored by Aiv, L.P. · Texas · Wholesale Trade

$34M in assets, 276 participants

Aiv, L.P.'s Aiv, L.P. 401(k) Plan reported $34M in total assets and 276 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

#4,758 in Wholesale Trade (6,080 peers)

Coverage in Texas

Aiv, L.P. 401(k) Plan covers 276 participants in Texas, about 40% of the average Texas filer (state average ~688 per filing). Assets: $34M.

#4,758
in Wholesale Trade (6,080 peers): +22.3%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Aiv, L.P. 401(k) Plan's outsized position by total assets

Aiv, L.P. 401(k) Plan vs every filed plan by assets

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

$33,713,735 Top 21% higher than 79% 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

Aiv, L.P. 401(k) 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. Aiv, L.P. 401(k) Plan sits mid-pack in the medium band (276 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Aiv, L.P. 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $34M in the plan year 2024 filing.
Aiv, L.P. 401(k) Plan reported participants rose from 245 in the plan year 2023 filing to 276 in the plan year 2024 filing.
Aiv, L.P. 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760325317 · Aiv, L.P. PY 2024 · 401(k)

Aiv, L.P. 401(k) Plan · $34M · 276 · 79th

PCT $34M
EIN 276
RANK 79th
PHOTO 401(k)
IND near Vrakas Sc 401(k) Plan
EOY ind #4758

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 Wholesale Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Aiv, L.P. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$28M
Net Assets (End of Year)	$34M
Net Income	$6M
Employer EIN	760325317
Plan Effective Date	1996-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Aiv, L.P.)

Latest sponsor-wide plan assets: $34M 52.529186241753834% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	246	$22M
2023	1	245	$28M
2024	1	276	$34M

Nearby 401(k) Plans in Texas

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

Aiv, L.P. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Aiv, L.P. 401(k) Plan side-by-side with 3 peers →

Aiv, L.P. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Vrakas Sc 401(k) Plan in WI ($34M); by covered participants it is Fts International, LLC 401(k) Profit Sharing Plan in VA (276 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Vrakas Sc 401(k) Plan (WI) $34M · 97
Osterman & Company, Inc. 401(k) Profit Sharing Plan (CT) $34M · 109
Kbs, Inc. Profit Sharing Plan and Trust (VA) $34M · 108
Kbc, Inc. 401(k) Plan (NE) $34M · 177

Similar participant headcount

Nearest other-state filings by covered participants (276 participants); asset peers above are excluded.

Fts International, LLC 401(k) Profit Sharing Plan (VA) 276 · 0 off
Thrift Stores of Ohio, Inc. 401(k) Plan (OH) 276 · 0 off
Poindexter Nut Company, Inc. 401(k) Profit Sharing Plan (CA) 276 · 0 off
2seventy Bio, Inc. 401(k) Plan (MA) 276 · 0 off

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 Aiv, L.P. 401(k) Plan assets move in 2024? ▼

Aiv, L.P. 401(k) Plan grew sharply - up 22.3% during 2024, from $28M to $34M. Reported net income was $6M.

How have Aiv, L.P. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aiv, L.P.'s sponsor-wide assets grew 52.5%, from $22M to $34M.

Where does Aiv, L.P. 401(k) Plan rank by assets among Form 5500 filers? ▼

Aiv, L.P. 401(k) Plan ranks in the 79th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Aiv, L.P. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Vrakas Sc 401(k) Plan in WI ($34M, 97 participants).

Which 401(k) plans cover a similar participant headcount to Aiv, L.P. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Fts International, LLC 401(k) Profit Sharing Plan in VA (276 participants, $101M 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 760325317.