401(k) · DOL Form 5500 · 2024
Associations, Inc 401(k) Plan
Data updated 2026-08-11
- $130M
- Total assets
- 6,146
- Participants
- 92nd
- Percentile by assets
- $21,092
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $130M
- total plan assets (2024 EOY)
- 6,146
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $21,092
- avg assets per participant
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.
Participants vs Texas filers
In Texas, the average filing covers about 688 participants across 10,116 plans. Associa, Inc. 401(k) Plan reports 6,146 participants - 8.9x that state average ($130M EOY assets).
Texas filing particulars
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Net Assets (End of Year) | $130M |
| Net Income | $3M |
| Employer EIN | 753014941 |
| Plan Effective Date | 1989-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Associations, Inc)
| 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
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
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 |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Associa, Inc. 401(k) Plan by total assets, not by location.
- Puma North America, Inc. 401(k) Plan (MA) $130M · 2,018
- Austal USA. LLC 401(k) Plan (AL) $130M · 2,636
- The Cadmus Group, Inc. 401(k) Profit Sharing Plan (VA) $130M · 595
- Heffernan Insurance Brokers 401(k) Plan (CA) $130M · 702
Frequently Asked Questions
How did Associa, Inc. 401(k) Plan assets move in 2024? ▼
How have Associations, Inc plan assets changed over time? ▼
Where does Associa, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Associa, Inc. 401(k) Plan? ▼
Next read for Associa, Inc. 401(k) Plan
Filing takeaways
Ways to act on Associa, Inc. 401(k) Plan's numbers.
- By total assets, Associa, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
- Associations, Inc's sponsor-wide assets have grown 18.9% since 2022 across 3 plan years on file. More Real Estate plans