Profit Sharing · DOL Form 5500 · 2024
Associated Universities Inc. Profit Sharing Plan
Data updated 2026-07-24
- $205M
- Total assets
- 585
- Participants
- 94th
- Percentile by assets
- $350,004
- Avg per participant
Official DOL plan name: Associated Universities Inc. Retirement Plan · Sponsored by Associated Universities Inc. · Virginia · Professional & Technical Services
$205M in assets, 585 participants
Associated Universities Inc.'s Associated Universities Inc. Retirement Plan reported $205M in total assets and 585 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 116,472 plans)
Where Associated Universities Inc. Retirement Plan sits by assets
Associated Universities Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $205M for 585 participants (~$350,004/participant), up 6.0% in 2024.
- $205M
- total plan assets (2024 EOY)
- 585
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $350,004
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Associated Universities Inc. Retirement Plan reported net income fell from $20M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Associated Universities Inc. Retirement Plan reported participants rose from 541 in the plan year 2023 filing to 585 in the plan year 2024 filing.
- Associated Universities Inc. Retirement Plan end-of-year assets rose from $193M in the plan year 2023 filing to $205M in the plan year 2024 filing.
Associated Universities Inc. Retirement Plan vs the 2024 asset distribution
By assets, Associated Universities Inc. Retirement Plan outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.0x the national average plan size of $100M (730 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $193M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | $12M |
| Employer EIN | 111630900 |
| Plan Effective Date | 1947-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Associated Universities Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,109 | $322M |
| 2023 | 2 | 1,141 | $357M |
| 2024 | 2 | 1,205 | $373M |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Associated Universities Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
- Carpenter Co. Profit-Sharing Plan $348M · 2,152
- American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
- Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
- Sentara 401(a) Retirement Plan $160M · 17,694
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Associated Universities Inc. Retirement Plan by total assets, not by location.
- Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan (GA) $204M · 2,710
- The J. Paul Getty Trust Defined Contribution Retirement Plan (CA) $206M · 1,474
- Methodist Hospital of Southern California Retirement Savings Plan (CA) $202M · 1,651
- Nnpp Contractor Capital Accumulation Plan (PA) $202M · 5,971
Frequently Asked Questions
How did Associated Universities Inc. Retirement Plan assets move in 2024? ▼
How have Associated Universities Inc. plan assets changed over time? ▼
Where does Associated Universities Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Associated Universities Inc. Retirement Plan? ▼
Next read for Associated Universities Inc. Retirement …
Scale reading
Ways to act on Associated Universities Inc. Retirement Plan's numbers.
- By total assets, Associated Universities Inc. Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Virginia. Compare plans
- Associated Universities Inc.'s sponsor-wide assets have grown 15.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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 111630900.
Read our methodology - how this data is sourced, computed, and verified.