401(k) · DOL Form 5500 · 2024

Aaa North Penn 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets: 134
Participants Small participant base: 64th
Percentile by assets National rank: $108,724
Avg per participant Below avg balance/head

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Official DOL plan name: Aaa North Penn 401(k) Plan · Sponsored by Aaa North Penn · Pennsylvania · Other Services

$15M in assets, 134 participants

Aaa North Penn's Aaa North Penn 401(k) Plan reported $15M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

#6,154 in Other Services (7,719 peers)

Coverage in Pennsylvania

Aaa North Penn 401(k) Plan covers 134 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.

#6,154
in Other Services (7,719 peers): +3.2%
assets growth YoY

Aaa North Penn 401(k) Plan's mid-pack asset rank among Other Services and all filers

Aaa North Penn 401(k) Plan vs every filed plan by assets

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

$14,568,980 Top 36% higher than 64% 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

Aaa North Penn 401(k) 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. Aaa North Penn 401(k) Plan sits mid-pack in the medium band (134 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Aaa North Penn 401(k) Plan reported net income fell from $835K in the plan year 2023 filing to $452K in the plan year 2024 filing.
Aaa North Penn 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
Aaa North Penn 401(k) Plan reported participants fell from 136 in the plan year 2023 filing to 134 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 240637695 · Aaa North Penn PY 2024 · 401(k)

Aaa North Penn 401(k) Plan · $15M · 134 · 64th

BOOK $15M
BOOK 134
BOOK 64th
BOOK 401(k)
BOOK near Town & Country Bancshares, Inc. 401(k) Plan
BOOK ind #6154

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 Pennsylvania →

End-of-year total assets ($M) among Aaa North Penn 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$15M
Net Income	$452K
Employer EIN	240637695
Plan Effective Date	1984-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Aaa North Penn)

Latest sponsor-wide plan assets: $15M 9.690373668311183% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	140	$13M
2023	1	136	$14M
2024	1	134	$15M

Nearby 401(k) Plans in Pennsylvania

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

Aaa North Penn 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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

Compare Aaa North Penn 401(k) Plan side-by-side with 3 peers →

Aaa North Penn 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Town & Country Bancshares, Inc. 401(k) Plan in MO ($15M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Town & Country Bancshares, Inc. 401(k) Plan (MO) $15M · 127
Meadowbrook Nursing Home 401(k) Plan (NY) $15M · 181
Schlage Lock Company LLC Employee Savings Plan for Bargained Employees (IN) $15M · 573
C.N. Brown Co. 401(k) Plan (ME) $15M · 694

Similar participant headcount

Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.

Whalar 401(k) Plan (NY) 134 · 0 off
Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off

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 Aaa North Penn 401(k) Plan assets move in 2024? ▼

Aaa North Penn 401(k) Plan edged up modestly - up 3.2% during 2024, from $14M to $15M. Reported net income was $452K.

How have Aaa North Penn plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aaa North Penn's sponsor-wide assets grew 9.7%, from $13M to $15M.

Which 401(k) plans are similar in size to Aaa North Penn 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Town & Country Bancshares, Inc. 401(k) Plan in MO ($15M, 127 participants).

Which 401(k) plans cover a similar participant headcount to Aaa North Penn 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M 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 240637695.