401(k) · DOL Form 5500 · 2024

Associations, Inc 401(k) Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
6,146
Participants Above avg headcount
92nd
Percentile by assets National rank
$21,092
Avg per participant Low balance/head
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Official DOL plan name: Associa, Inc. 401(k) Plan · Sponsored by Associations, Inc · Texas · Real Estate

$130M in assets, 6,146 participants

Associations, Inc's Associa, Inc. 401(k) Plan reported $130M in total assets and 6,146 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #4,495 in Real Estate (4,605 peers)

Coverage in Texas

Associa, Inc. 401(k) Plan covers 6,146 participants in Texas, 8.9x the typical Texas plan (state average ~688 per filing). Assets: $130M.

#4,495
in Real Estate (4,605 peers)
+2.5%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Associa, Inc. 401(k) Plan's outsized position by total assets

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

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

$129,630,161 Top 8% higher than 92% 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

Associa, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Associa, Inc. 401(k) Plan lands in the large band (6,146 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Associa, Inc. 401(k) Plan reported net income fell from $17M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Associa, Inc. 401(k) Plan end-of-year assets rose from $127M in the plan year 2023 filing to $130M in the plan year 2024 filing.
  • Associa, Inc. 401(k) Plan reported participants fell from 6,223 in the plan year 2023 filing to 6,146 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 753014941 · Associations, Inc PY 2024 · 401(k)

Associa, Inc. 401(k) Plan · $130M · 6,146 · 92nd

  • PHOTO $130M
  • IND 6,146
  • EOY 92nd
  • 5500 401(k)
  • ASSETS near Puma North America, Inc. 401(k) Plan
  • PCT ind #4495

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 Texas →

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

Heffernan Insurance Brokers 401(k) PlanHeffernan Insurance Brokers …$130MThe Cadmus Group, Inc. 401(k) Profit Sharing PlanThe Cadmus Group, Inc. 401(k…$130MPuma North America, Inc. 401(k) PlanPuma North America, Inc. 401…$130MAssocia, Inc. 401(k) Plan$130MAustal USA. LLC 401(k) Plan$130M
End-of-year total assets ($M) among Associa, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$130M
Net Income$3M
Employer EIN753014941
Plan Effective Date1989-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associations, Inc)

Sponsor-wide plan assets over time

All Associations, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$130M 18.883007536245216% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $109M $130M ▲ +18.9%
Year Plans Participants Total Assets
2022 1 6,134 $109M
2023 1 6,223 $127M
2024 1 6,146 $130M

Nearby 401(k) Plans in Texas

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

Associa, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -1001020304050 Total assets ($B) Participants Associa, Inc. 401(k) Plan, Total assets ($B): 0.129630161 · Participants: 6146Associa, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Associa, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Associa, Inc. 401(k) Plan side-by-side with 3 peers →

Scale composition for Associa, Inc. 401(k) Plan

Associa, Inc. 401(k) Plan reports $130M in end-of-year assets across 6,146 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $21,092 per participant (15% of the national average assets-per-participant) . Net income for plan year 2024 was $3M.

This plan identity (EIN 753014941, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $109M to $130M (+18.9%) while covered participants moved from 6,134 to 6,146 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,134 $109M Open filing
2023 6,223 $127M Open filing
2024 · index core 6,146 $130M This page

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

Outside Texas, the nearest 401(k) by assets is Puma North America, Inc. 401(k) Plan in MA ($130M); by covered participants it is Bluegreen Vacations Corporation Retirement Savings Plan in FL (6,147 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($130M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,146 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 Associa, Inc. 401(k) Plan assets move in 2024? ▼
Associa, Inc. 401(k) Plan edged up modestly - up 2.5% during 2024, from $127M to $130M. Reported net income was $3M.
How have Associations, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associations, Inc's sponsor-wide assets grew 18.9%, from $109M to $130M.
Where does Associa, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Associa, Inc. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Associa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Puma North America, Inc. 401(k) Plan in MA ($130M, 2,018 participants).
Which 401(k) plans cover a similar participant headcount to Associa, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bluegreen Vacations Corporation Retirement Savings Plan in FL (6,147 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 753014941.

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.