401(k) · DOL Form 5500 · 2024

Investment Adviser Association 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
22
Participants Small participant base
48th
Percentile by assets National rank
$316,892
Avg per participant High balance/head
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Official DOL plan name: Iaa Tax Deferred Savings Plan & Trust · Sponsored by Investment Adviser Association · District of Columbia · Other Services

$7M in assets, 22 participants

Investment Adviser Association's Iaa Tax Deferred Savings Plan & Trust reported $7M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #5,304 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Iaa Tax Deferred Savings Plan & Trust ranks #5,304 of 7,719 2024 filers by assets (288% of the sector average)-$7M for 22 participants.

#5,304
in Other Services (7,719 peers)
+11.5%
assets growth YoY

Iaa Tax Deferred Savings Plan & Trust's mid-pack asset rank among Other Services and all filers

Iaa Tax Deferred Savings Plan & Trust vs every filed plan by assets

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

$6,971,621 48th percentile higher than 48% 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

Iaa Tax Deferred Savings Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iaa Tax Deferred Savings Plan & Trust is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iaa Tax Deferred Savings Plan & Trust reported net income rose from $231K in the plan year 2023 filing to $719K in the plan year 2024 filing.
  • Iaa Tax Deferred Savings Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Iaa Tax Deferred Savings Plan & Trust reported participants fell from 23 in the plan year 2023 filing to 22 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 136130873 · Investment Adviser Association PY 2024 · 401(k)

Iaa Tax Deferred Savings Plan & Trust · $7M · 22 · 48th

  • ASSETS $7M
  • PCT 22
  • EIN 48th
  • RANK 401(k)
  • PHOTO near Vizza Wash, L. P. 401(k) Plan
  • IND ind #5304

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 Other Services retirement plans → · Plans in District of Columbia →

Iaa Tax Deferred Savings Plan & Trust in the asset neighbourhood

Iaa Tax Deferred Savings Plan & TrustIaa Tax Deferred Savings Pla…$7MVizza Wash, L. P. 401(k) Plan$7MHenke Sass Wolf of America, Inc. 401(k) Retirement PlanHenke Sass Wolf of America, …$7MTheorem Partners Retirement PlanTheorem Partners Retirement …$7MFurnished Quarters 401(k) PlanFurnished Quarters 401(k) Pl…$7M
End-of-year total assets ($M) among Iaa Tax Deferred Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$719K
Employer EIN136130873
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investment Adviser Association)

Sponsor-wide plan assets over time

All Investment Adviser Association plans reported in each filing year

Latest sponsor-wide plan assets
$7M 11.495005081678688% vs 2023
2024 filing year
$6M$6.5M$7M$7.5M 20232024 $6.25M $6.97M ▲ +11.5%
Year Plans Participants Total Assets
2023 1 23 $6M
2024 1 22 $7M

Nearby 401(k) Plans in District of Columbia

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

Iaa Tax Deferred Savings Plan & Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Iaa Tax Deferred Savings Plan & Trust, Total assets ($B): 0.006971621 · Participants: 22Iaa Tax Deferred Savings Plan & TrustDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
Iaa Tax Deferred Savings Plan & Trust vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Iaa Tax Deferred Savings Plan & Trust side-by-side with 3 peers →

Iaa Tax Deferred Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Vizza Wash, L. P. 401(k) Plan in TX ($7M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Iaa Tax Deferred Savings Plan & Trust assets move in 2024? ▼
Iaa Tax Deferred Savings Plan & Trust grew at a solid clip - up 11.5% during 2024, from $6M to $7M. Reported net income was $719K.
How have Investment Adviser Association plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Investment Adviser Association's sponsor-wide assets grew 11.5%, from $6M to $7M.
Which 401(k) plans are similar in size to Iaa Tax Deferred Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Vizza Wash, L. P. 401(k) Plan in TX ($7M, 517 participants).
Which 401(k) plans cover a similar participant headcount to Iaa Tax Deferred Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 participants, N/A 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 136130873.

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.