Profit Sharing · DOL Form 5500 · 2024
Associated Universities Inc. Profit Sharing Plan
Data updated 2026-08-25
- $205M
- Total assets Near avg plan size
- 585
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $350,004
- Avg per participant High balance/head
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.
- #19,266 in Professional & Technical Services (20,173 peers)
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.
- #19,266
- in Professional & Technical Services (20,173 peers)
- +6.0%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Associated Universities Inc. Retirement Plan's outsized position by total assets
Associated Universities Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$204,752,338 Top 6% higher than 94% 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
Associated Universities Inc. Retirement 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. Associated Universities Inc. Retirement Plan sits mid-pack in the medium band (585 participants).
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.
EBSA filing schedule strip
Filing strip 111630900 · Associated Universities Inc. PY 2024 · Profit Sharing
Associated Universities Inc. Retirement Plan · $205M · 585 · 94th
- 5500 $205M
- ASSETS 585
- PCT 94th
- EIN Profit Sharing
- RANK near Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
- PHOTO ind #19266
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 Virginia →
Associated Universities Inc. Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Associated Universities Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $373M 15.806326600412623% vs 2022
- 2024 filing year
| 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.
- 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
Associated Universities Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan in GA ($204M); by covered participants it is Kitsap Mental Health Services 403(b) Retirement Plan in WA (585 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($205M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (585 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.