401(k) · DOL Form 5500 · 2024
American Institute for Chartered Property Casualty Underwriter 401(k) Plan
Data updated 2026-08-25
- $81M
- Total assets Below avg plan size
- 285
- Participants Below avg headcount
- 89th
- Percentile by assets National rank
- $284,353
- Avg per participant High balance/head
Official DOL plan name: American Institute for Cpcu Savings Plan · Sponsored by American Institute for Chartered Property Casualty Underwriter · Pennsylvania · Educational Services
$81M in assets, 285 participants
American Institute for Chartered Property Casualty Underwriter's American Institute for Cpcu Savings Plan reported $81M in total assets and 285 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.
- #2,904 in Educational Services (3,638 peers)
Coverage in Pennsylvania
American Institute for Cpcu Savings Plan covers 285 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $81M.
- #2,904
- in Educational Services (3,638 peers)
- +9.5%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
American Institute for Cpcu Savings Plan's outsized position by total assets
American Institute for Cpcu Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$81,040,674 Top 11% higher than 89% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
American Institute for Cpcu Savings 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. American Institute for Cpcu Savings Plan sits mid-pack in the medium band (285 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Institute for Cpcu Savings Plan reported net income fell from $12M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- American Institute for Cpcu Savings Plan reported participants rose from 247 in the plan year 2023 filing to 285 in the plan year 2024 filing.
- American Institute for Cpcu Savings Plan end-of-year assets rose from $74M in the plan year 2023 filing to $81M in the plan year 2024 filing.
DOL schedule card
Filing strip 231352012 · American Institute for Chartered Property Casualty Underwriter PY 2024 · 401(k)
American Institute for Cpcu Savings Plan · $81M · 285 · 89th
- SCH $81M
- SCH 285
- SCH 89th
- SCH 401(k)
- SCH near Irving USA Employees 401(k) Plan
- SCH ind #2904
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 Educational Services retirement plans → · Plans in Pennsylvania →
American Institute for Cpcu Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $74M |
|---|---|
| Net Assets (End of Year) | $81M |
| Net Income | $7M |
| Employer EIN | 231352012 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Institute for Chartered Property Casualty Underwriter)
Sponsor-wide plan assets over time
All American Institute for Chartered Property Casualty Underwriter plans reported in each filing year
- Latest sponsor-wide plan assets
- $81M 31.687706760695416% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 285 | $62M |
| 2023 | 1 | 247 | $74M |
| 2024 | 1 | 285 | $81M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
American Institute for Cpcu Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Irving USA Employees 401(k) Plan in NH ($81M); by covered participants it is Wright & Filippis, Inc. 401(k) Retirement Plan in MI (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($81M here).
- Irving USA Employees 401(k) Plan (NH) $81M · 722
- Diamond Vogel, Inc. 401(k) Plan (IA) $81M · 938
- Evercommerce Solutions, Inc. 401(k) Profit Sharing Plan (CO) $81M · 1,649
- Zodiac Seats US Savings Plan (TX) $81M · 507
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- Wright & Filippis, Inc. 401(k) Retirement Plan (MI) 285 · 0 off
- Mineral, Inc. 401(k) Plan (CA) 285 · 0 off
- Jetson Mailer 401(k) Plan (IL) 285 · 0 off
- Gulf Coast Community Services Association 401(k) Plan (TX) 285 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.