401(k) · DOL Form 5500 · 2024

Associated Agencies, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
178
Participants Small participant base
75th
Percentile by assets National rank
$147,173
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Associated Agencies, Inc. 401(k) Profit Sharing Plan · Sponsored by Associated Agencies, Inc. · Illinois · Finance & Insurance

$26M in assets, 178 participants

Associated Agencies, Inc.'s Associated Agencies, Inc. 401(k) Profit Sharing Plan reported $26M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,269 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Associated Agencies, Inc. 401(k) Profit Sharing Plan covers 178 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $26M.

#5,269
in Finance & Insurance (8,549 peers)
+14.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Associated Agencies, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Associated Agencies, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$26,196,798 Top 25% higher than 75% 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

Associated Agencies, Inc. 401(k) Profit Sharing 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. Associated Agencies, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Associated Agencies, Inc. 401(k) Profit Sharing Plan reported participants rose from 118 in the plan year 2023 filing to 178 in the plan year 2024 filing.
  • Associated Agencies, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Associated Agencies, Inc. 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 362709020 · Associated Agencies, Inc. PY 2024 · 401(k)

Associated Agencies, Inc. 401(k) Profit Sharing Plan · $26M · 178 · 75th

  • PCT $26M
  • EIN 178
  • RANK 75th
  • PHOTO 401(k)
  • IND near Palecek Profit Sharing and 401(k) Plan
  • EOY ind #5269

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 Finance & Insurance retirement plans → · Plans in Illinois →

Associated Agencies, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Associated Agencies, Inc. 401(k) Profit Sharing PlanAssociated Agencies, Inc. 40…$26MPalecek Profit Sharing and 401(k) PlanPalecek Profit Sharing and 4…$26MRichards Industrials, Inc. Profit Sharing Retirement PlanRichards Industrials, Inc. P…$26MBauer Compressors, Inc. Employee Retirement PlanBauer Compressors, Inc. Empl…$26MAmerican Electronics, Inc. 401(k) Savings and Profit Sharing PlanAmerican Electronics, Inc. 4…$26M
End-of-year total assets ($M) among Associated Agencies, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN362709020
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Agencies, Inc.)

Sponsor-wide plan assets over time

All Associated Agencies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 38.52893374414121% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $26.2M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 112 $19M
2023 1 118 $23M
2024 1 178 $26M

Nearby 401(k) Plans in Illinois

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

Associated Agencies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Associated Agencies, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.026196798 · Participants: 178Associated Agencies, Inc. 401(k) Profit Sharing PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Associated Agencies, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Associated Agencies, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Associated Agencies, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Palecek Profit Sharing and 401(k) Plan in CA ($26M); by covered participants it is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Associated Agencies, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Associated Agencies, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 14.6% during 2024, from $23M to $26M. Reported net income was $3M.
How have Associated Agencies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Agencies, Inc.'s sponsor-wide assets grew 38.5%, from $19M to $26M.
Where does Associated Agencies, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Associated Agencies, Inc. 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Associated Agencies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Palecek Profit Sharing and 401(k) Plan in CA ($26M, 206 participants).
Which 401(k) plans cover a similar participant headcount to Associated Agencies, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants, $2M 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 362709020.

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.