401(k) · DOL Form 5500 · 2024

Aubrey Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$318K
Total assets Small plan by assets
1
Participants Small participant base
14th
Percentile by assets National rank
$317,961
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aubrey Enterprises, Inc. 401(k) Plan · Sponsored by Aubrey Enterprises, Inc. · Florida · Wholesale Trade

$318K in assets, 1 participants

Aubrey Enterprises, Inc.'s Aubrey Enterprises, Inc. 401(k) Plan reported $318K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 14th 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.

  • #411 in Wholesale Trade (6,080 peers)

Aubrey Enterprises, Inc. multi-year trail

Aubrey Enterprises, Inc.'s plans moved +54.7% in assets from 2022 to 2024; this filing shows Aubrey Enterprises, Inc. 401(k) Plan at $318K / 1 participant.

#411
in Wholesale Trade (6,080 peers)
+385.7%
assets growth YoY

Aubrey Enterprises, Inc. 401(k) Plan among the smaller filed plans by assets

Aubrey Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$317,961 14th percentile higher than 14% 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

Aubrey Enterprises, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aubrey Enterprises, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aubrey Enterprises, Inc. 401(k) Plan end-of-year assets rose from $65K in the plan year 2023 filing to $318K in the plan year 2024 filing.
  • Aubrey Enterprises, Inc. 401(k) Plan reported net income rose from -$140K in the plan year 2023 filing to $252K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 471072680 · Aubrey Enterprises, Inc. PY 2024 · 401(k)

Aubrey Enterprises, Inc. 401(k) Plan · $318K · 1 · 14th

  • BOOK $318K
  • VS-ST 1
  • BOY 14th
  • SCH 401(k)
  • EBSA near Stanford Industries, Inc. 401(k) Profit Sharing Plan
  • PART ind #411

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 Wholesale Trade retirement plans → · Plans in Florida →

Aubrey Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Aubrey Enterprises, Inc. 401(k) PlanAubrey Enterprises, Inc. 401…$318KStanford Industries, Inc. 401(k) Profit Sharing PlanStanford Industries, Inc. 40…$318KMad Ambition, Inc. 401(k) PlanMad Ambition, Inc. 401(k) Pl…$318KHawk Powersports, Inc. 401(k) Profit Sharing PlanHawk Powersports, Inc. 401(k…$318KMal Consulting LLC Solo 401(k) PlanMal Consulting LLC Solo 401(…$318K
End-of-year total assets ($M) among Aubrey Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Aubrey Enterprises, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aubrey Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$318K 54.71726574246634% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.21M $0.32M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 1 $206K
2023 1 1 $65K
2024 1 1 $318K

Aubrey Enterprises, Inc. filing trail (2024)

Total Assets (Beginning of Year)$65K
Net Assets (End of Year)$318K
Net Income$252K
Employer EIN471072680
Plan Effective Date2014-06-05
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Aubrey Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Aubrey Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.000317961 · Participants: 1Aubrey Enterprises, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Aubrey Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Aubrey Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Stanford Industries, Inc. 401(k) Profit Sharing Plan in TX ($318K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Aubrey Enterprises, Inc. 401(k) Plan assets move in 2024? ▼
Aubrey Enterprises, Inc. 401(k) Plan surged - up 385.7% during 2024, from $65K to $318K. Reported net income was $252K.
How have Aubrey Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aubrey Enterprises, Inc.'s sponsor-wide assets grew 54.7%, from $206K to $318K.
Where does Aubrey Enterprises, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Aubrey Enterprises, Inc. 401(k) Plan ranks in the 14th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Aubrey Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stanford Industries, Inc. 401(k) Profit Sharing Plan in TX ($318K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Aubrey Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 471072680.

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.