Other · DOL Form 5500 · 2024
Associated Universities Inc. Retirement Plan
Data updated 2026-08-25
- $168M
- Total assets Near avg plan size
- 620
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $271,757
- Avg per participant High balance/head
Official DOL plan name: Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan · Sponsored by Associated Universities Inc. · Virginia · Professional & Technical Services
$168M in assets, 620 participants
Associated Universities Inc.'s Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan reported $168M in total assets and 620 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.
- #19,081 in Professional & Technical Services (20,173 peers)
Where Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan sits by assets
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan sits in the top 10% of all filed plans by assets, $168M for 620 participants (~$271,757/participant), up 3.2% in 2024.
- #19,081
- in Professional & Technical Services (20,173 peers)
- +3.2%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan's outsized position by total assets
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$168,489,272 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
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda 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. Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan sits mid-pack in the medium band (620 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan reported net income fell from $14M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan reported participants rose from 600 in the plan year 2023 filing to 620 in the plan year 2024 filing.
- Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan end-of-year assets rose from $163M in the plan year 2023 filing to $168M in the plan year 2024 filing.
DOL schedule card
Filing strip 111630900 · Associated Universities Inc. PY 2024 · Other
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan · $168M · 620 · 94th
- BOOK $168M
- VS-ST 620
- BOY 94th
- SCH Other
- EBSA near Lawrenceville School Defined Contribution Retirement Plan
- PART ind #19081
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 →
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $163M |
|---|---|
| Net Assets (End of Year) | $168M |
| Net Income | $5M |
| Employer EIN | 111630900 |
| Plan Effective Date | 1974-01-01 |
| 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 Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $5.1B · 12,379
- Sentara 403(b) Savings Plan $3.7B · 28,192
- The George Washington University Supplemental Retirement Plan $1.6B · 8,262
- Institute for Defense Analyses Tax Deferred Annuity Plan $875M · 1,541
- Carilion Clinic 403(b) Retirement Savings Plan $822M · 13,296
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Lawrenceville School Defined Contribution Retirement Plan in NJ ($169M); by covered participants it is Cambridge Health Alliance Physicians Organization 403b Plan in MA (620 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($168M here).
- Lawrenceville School Defined Contribution Retirement Plan (NJ) $169M · 570
- Regis University Defined Contribution Plan (CO) $169M · 1,426
- Berea College Retirement Plan (KY) $168M · 743
- Bank Street College of Education Defined Contribution Plan (NY) $168M · 532
Similar participant headcount
Nearest other-state filings by covered participants (620 participants); asset peers above are excluded.
- Cambridge Health Alliance Physicians Organization 403b Plan (MA) 620 · 0 off
- Employshare, Inc. 401(k) Profit Sharing Plan (PA) 619 · 1 off
- Tiaa-Cref Retirement Plan for Faculty and Administrators of Wilkes University (PA) 622 · 2 off
- Cherokee Health Systems, Inc. Tax Deferred Retirement Plan (TN) 618 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.