Profit Sharing · DOL Form 5500 · 2024

Ahepa Management Company, Inc. Profit Sharing Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
305
Participants Below avg headcount
55th
Percentile by assets National rank
$31,802
Avg per participant Low balance/head
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Official DOL plan name: Ahepa Management Company, Inc. 403(b) Plan · Sponsored by Ahepa Management Company, Inc. · Indiana · Real Estate

$10M in assets, 305 participants

Ahepa Management Company, Inc.'s Ahepa Management Company, Inc. 403(b) Plan reported $10M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,364 in Real Estate (4,605 peers)

Ahepa Management Company, Inc. multi-year trail

Ahepa Management Company, Inc.'s plans moved +21.7% in assets from 2022 to 2024; this filing shows Ahepa Management Company, Inc. 403(b) Plan at $10M / 305 participants.

#3,364
in Real Estate (4,605 peers)
+7.5%
assets growth YoY

Ahepa Management Company, Inc. 403(b) Plan's mid-pack asset rank among Real Estate and all filers

Ahepa Management Company, Inc. 403(b) Plan vs every filed plan by assets

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

$9,699,683 Top 45% higher than 55% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ahepa Management Company, Inc. 403(b) 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. Ahepa Management Company, Inc. 403(b) Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ahepa Management Company, Inc. 403(b) Plan reported net income fell from $1M in the plan year 2023 filing to $678K in the plan year 2024 filing.
  • Ahepa Management Company, Inc. 403(b) Plan reported participants rose from 278 in the plan year 2023 filing to 305 in the plan year 2024 filing.
  • Ahepa Management Company, Inc. 403(b) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351867058 · Ahepa Management Company, Inc. PY 2024 · Profit Sharing

Ahepa Management Company, Inc. 403(b) Plan · $10M · 305 · 55th

  • TYPE $10M
  • TYPE 305
  • TYPE 55th
  • TYPE Profit Sharing
  • TYPE near Insulators Local 41 Supplemental Pension Fund Plan
  • TYPE ind #3364

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 Real Estate retirement plans → · Plans in Indiana →

Ahepa Management Company, Inc. 403(b) Plan in the asset neighbourhood

Hawkins Construction, Inc. 401(k) Profit Sharing PlanHawkins Construction, Inc. 4…$10MGolden Arch Development LLC Savings and Profit Sharing PlanGolden Arch Development LLC …$10MSuba Corporation Profit Sharing PlanSuba Corporation Profit Shar…$10MAhepa Management Company, Inc. 403(b) PlanAhepa Management Company, In…$10MInsulators Local 41 Supplemental Pension Fund PlanInsulators Local 41 Suppleme…$10M
End-of-year total assets ($M) among Ahepa Management Company, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Ahepa Management Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ahepa Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 21.65937522733487% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.97M $9.7M ▲ +21.7%
Year Plans Participants Total Assets
2022 1 281 $8M
2023 1 278 $9M
2024 1 305 $10M

Ahepa Management Company, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$678K
Employer EIN351867058
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Indiana

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ahepa Management Company, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Ahepa Management Company, Inc. 403(b) Plan, Total assets ($B): 0.009699683 · Participants: 305Ahepa Management Company, Inc. 403(b) PlanUniversity of Notre Dame 403(b) Retirement Plan, Total assets ($B): 2.6055889 · Participants: 10920University of Notre Dame 403(b) Retirement PlanIndiana State Council of Plasterers & Cement Mason Pension Fund, Total assets ($B): 0.349009284 · Participants: 1910Indiana State Council of Plasterers & Cement Mason Pension FundCfni Retirement Plan, Total assets ($B): 0.233433653 · Participants: 6376Cfni Retirement PlanDo It Best Corp. Restated Employees' Savings & Profit Sharing, Total assets ($B): 0.218637284 · Participants: 2068Do It Best Corp. Restated Employees' Savings & Profit SharingInternational Union of Operating Engineers Local 841 Qualified Savings Plan, Total assets ($B): 0.160758654 · Participants: 4760International Union of Operating Engineers Local 841 Qualified Savings Plan
Ahepa Management Company, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Indiana, assets vs. participants
Compare Ahepa Management Company, Inc. 403(b) Plan side-by-side with 3 peers →

Ahepa Management Company, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Indiana, the nearest Profit Sharing by assets is Insulators Local 41 Supplemental Pension Fund Plan in OH ($10M); by covered participants it is Jrack Holdings, Inc. Profit Sharing Plan in IL (306 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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.

Frequently Asked Questions

How did Ahepa Management Company, Inc. 403(b) Plan assets move in 2024? ▼
Ahepa Management Company, Inc. 403(b) Plan grew at a solid clip - up 7.5% during 2024, from $9M to $10M. Reported net income was $678K.
How have Ahepa Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ahepa Management Company, Inc.'s sponsor-wide assets grew 21.7%, from $8M to $10M.
Which Profit Sharing plans are similar in size to Ahepa Management Company, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Insulators Local 41 Supplemental Pension Fund Plan in OH ($10M, 93 participants).
Which Profit Sharing plans cover a similar participant headcount to Ahepa Management Company, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jrack Holdings, Inc. Profit Sharing Plan in IL (306 participants, $96M 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 351867058.

Read our methodology - how this data is sourced, computed, and verified.

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