401(k) · DOL Form 5500 · 2024

American Assets Trust, LP 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
222
Participants Below avg headcount
76th
Percentile by assets National rank
$122,700
Avg per participant Near avg balance/head
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Official DOL plan name: American Assets Trust LP 401(k) Profit Sharing Plan & Trust · Sponsored by American Assets Trust, LP · California · Finance & Insurance

$27M in assets, 222 participants

American Assets Trust, LP's American Assets Trust LP 401(k) Profit Sharing Plan & Trust reported $27M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,353 in Finance & Insurance (8,549 peers)

Coverage in California

American Assets Trust LP 401(k) Profit Sharing Plan & Trust covers 222 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $27M.

#5,353
in Finance & Insurance (8,549 peers)
+23.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

American Assets Trust LP 401(k) Profit Sharing Plan & Trust's outsized position by total assets

American Assets Trust LP 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$27,239,379 Top 24% higher than 76% 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

American Assets Trust LP 401(k) Profit Sharing Plan & Trust 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 Assets Trust LP 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Assets Trust LP 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $22M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • American Assets Trust LP 401(k) Profit Sharing Plan & Trust reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • American Assets Trust LP 401(k) Profit Sharing Plan & Trust reported participants rose from 207 in the plan year 2023 filing to 222 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 273338894 · American Assets Trust, LP PY 2024 · 401(k)

American Assets Trust LP 401(k) Profit Sharing Plan & Trust · $27M · 222 · 76th

  • PHOTO $27M
  • PHOTO 222
  • PHOTO 76th
  • PHOTO 401(k)
  • PHOTO near Prestige Care 401(k) Plan
  • PHOTO ind #5353

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 California →

American Assets Trust LP 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

American Assets Trust LP 401(k) Profit Sharing Plan & TrustAmerican Assets Trust LP 401…$27MPrestige Care 401(k) Plan$27MIntegrated Computer Solutions, Inc. Profit Sharing Retirement PlanIntegrated Computer Solution…$27MValidatek Retirement Savings PlanValidatek Retirement Savings…$27MDee Zee 401(k) Plan$27M
End-of-year total assets ($M) among American Assets Trust LP 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN273338894
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Assets Trust, LP)

Sponsor-wide plan assets over time

All American Assets Trust, LP plans reported in each filing year

Latest sponsor-wide plan assets
$27M 54.64715940925936% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.6M $27.2M ▲ +54.7%
Year Plans Participants Total Assets
2022 1 197 $18M
2023 1 207 $22M
2024 1 222 $27M

Nearby 401(k) Plans in California

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

American Assets Trust LP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants American Assets Trust LP 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.027239379 · Participants: 222American Assets Trust LP 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
American Assets Trust LP 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare American Assets Trust LP 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

American Assets Trust LP 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Prestige Care 401(k) Plan in WA ($27M); by covered participants it is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (222 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 American Assets Trust LP 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
American Assets Trust LP 401(k) Profit Sharing Plan & Trust grew sharply - up 23.2% during 2024, from $22M to $27M. Reported net income was $5M.
How have American Assets Trust, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Assets Trust, LP's sponsor-wide assets grew 54.6%, from $18M to $27M.
Where does American Assets Trust LP 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
American Assets Trust LP 401(k) Profit Sharing Plan & Trust ranks in the 76th 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 American Assets Trust LP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Prestige Care 401(k) Plan in WA ($27M, 4,669 participants).
Which 401(k) plans cover a similar participant headcount to American Assets Trust LP 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants, $17M 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 273338894.

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.