401(k) · DOL Form 5500 · 2024

Aai Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 107
Participants Small participant base: 60th
Percentile by assets National rank: $112,176
Avg per participant Below avg balance/head

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Official DOL plan name: Aai Associates, Inc. 401(k) Plan · Sponsored by Aai Associates, Inc. · New York · Professional & Technical Services

$12M in assets, 107 participants

Aai Associates, Inc.'s Aai Associates, Inc. 401(k) Plan reported $12M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

#11,748 in Professional & Technical Services (20,173 peers)

Coverage in New York

Aai Associates, Inc. 401(k) Plan covers 107 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $12M.

#11,748
in Professional & Technical Services (20,173 peers): +22.4%
assets growth YoY

Aai Associates, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Aai Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$12,002,823 Top 40% higher than 60% 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

Aai Associates, Inc. 401(k) 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. Aai Associates, Inc. 401(k) Plan sits mid-pack in the medium band (107 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Aai Associates, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Aai Associates, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Aai Associates, Inc. 401(k) Plan reported participants rose from 96 in the plan year 2023 filing to 107 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 352442153 · Aai Associates, Inc. PY 2024 · 401(k)

Aai Associates, Inc. 401(k) Plan · $12M · 107 · 60th

PART $12M
TYPE 107
NET 60th
BOOK 401(k)
VS-ST near Instabase 401(k) Plan
BOY ind #11748

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 New York →

End-of-year total assets ($M) among Aai Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$12M
Net Income	$2M
Employer EIN	352442153
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Aai Associates, Inc.)

Latest sponsor-wide plan assets: $12M 64.59796939362383% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	93	$7M
2023	1	96	$10M
2024	1	107	$12M

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Aai Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Aai Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Aai Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Instabase 401(k) Plan in CA ($12M); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Instabase 401(k) Plan (CA) $12M · 136
Aod/Infotronics 401(k) Plan (MI) $12M · 93
American Bakery Company 401(k) Profit Sharing Plan (CA) $12M · 404
Brennan Industries, Inc. 401(k) Retirement Plan (OH) $12M · 221

Similar participant headcount

Nearest other-state filings by covered participants (107 participants); asset peers above are excluded.

Augmedix, Inc. 401(k) Plan (CA) 107 · 0 off
Infovista 401(k) Retirement Plan (MA) 107 · 0 off
Manmar Entertainment LLC 401(k) Profit Sharing Plan & Trust (FL) 107 · 0 off
Sullivan Paper Company, Inc. 401(k) Plan (MA) 107 · 0 off

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 Aai Associates, Inc. 401(k) Plan assets move in 2024? ▼

Aai Associates, Inc. 401(k) Plan grew sharply - up 22.4% during 2024, from $10M to $12M. Reported net income was $2M.

How have Aai Associates, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aai Associates, Inc.'s sponsor-wide assets grew 64.6%, from $7M to $12M.

Which 401(k) plans are similar in size to Aai Associates, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Instabase 401(k) Plan in CA ($12M, 136 participants).

Which 401(k) plans cover a similar participant headcount to Aai Associates, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Augmedix, Inc. 401(k) Plan in CA (107 participants, $3M 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 352442153.