Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Associated Universities Inc. · Virginia · Professional & Technical Services

What the 2023 filing shows

Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan holds $168M for 620 participants — about $271,757 per participant, up 3.2% over the 2024 plan year.

$168M
total plan assets (2024 EOY)
620
covered participants
$271,757
avg assets per participant
+3.2%
assets growth YoY
Total Assets (2023)
$168M
Participants
620
State
Industry
Professional & Technical Services

What the Filing Says About Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan

Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan is a Profit Sharing retirement plan sponsored by Associated Universities Inc., headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports $168M in total end-of-year assets and covers 620 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 111630900, and the plan has been effective since 1974-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $163M at the beginning of 2024 to $168M at year-end — a gain of 3.2%. Net assets (after liabilities) closed the year at $168M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$163M
Total Assets (End of Year)$168M
Net Assets (End of Year)$168M
Net Income$5M
Plan TypeProfit Sharing
Employer EIN111630900
Plan Effective Date1974-01-01
Filing StatusFILING 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

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Frequently Asked Questions

How much money is in the Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan?
As of the 2024 Form 5500 filing, Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan holds $168M in total assets with 620 participants. It is sponsored by Associated Universities Inc..
What type of plan is Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan?
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan is a Profit Sharing plan. It has been effective since 1974-01-01. The plan is filed with the U.S. Department of Labor under EIN 111630900.
Who sponsors the Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan?
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan is sponsored by Associated Universities Inc., located in Virginia. The sponsor's EIN is 111630900 and the plan operates in the Professional & Technical Services industry.
How did Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan perform in 2024?
Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan grew by 3.2% during 2024, moving from $163M to $168M in total assets. Net income was $5M.
Where can I find official filings for Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan?
Official Form 5500 filings for Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 111630900 or plan name at efast.dol.gov.
How does Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan compare to other plans?
You can compare Aui Supplemental Retirement Annuity Plan - Aui/Nrao Tda Plan against other Profit Sharing plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.