401(k) · DOL Form 5500 · 2024

A.J. Antunes & Co. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
280
Participants Below avg headcount
82nd
Percentile by assets National rank
$146,234
Avg per participant Above avg balance/head
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Official DOL plan name: Aj Antunes & Co Ps & Ee Savings Plan & Trust · Sponsored by A.J. Antunes & Co. · Illinois · Manufacturing

$41M in assets, 280 participants

A.J. Antunes & Co.'s Aj Antunes & Co Ps & Ee Savings Plan & Trust reported $41M in total assets and 280 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,233 in Manufacturing (17,777 peers)

Coverage in Illinois

Aj Antunes & Co Ps & Ee Savings Plan & Trust covers 280 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $41M.

#13,233
in Manufacturing (17,777 peers)
+13.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Aj Antunes & Co Ps & Ee Savings Plan & Trust's outsized position by total assets

Aj Antunes & Co Ps & Ee Savings Plan & Trust vs every filed plan by assets

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

$40,945,427 Top 18% higher than 82% 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

Aj Antunes & Co Ps & Ee Savings 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. Aj Antunes & Co Ps & Ee Savings Plan & Trust sits mid-pack in the medium band (280 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aj Antunes & Co Ps & Ee Savings Plan & Trust reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Aj Antunes & Co Ps & Ee Savings Plan & Trust end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Aj Antunes & Co Ps & Ee Savings Plan & Trust reported participants fell from 289 in the plan year 2023 filing to 280 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 362324850 · A.J. Antunes & Co. PY 2024 · 401(k)

Aj Antunes & Co Ps & Ee Savings Plan & Trust · $41M · 280 · 82nd

  • PHOTO $41M
  • IND 280
  • EOY 82nd
  • 5500 401(k)
  • ASSETS near Great Falls Clinic Retirement Plan
  • PCT ind #13233

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 Manufacturing retirement plans → · Plans in Illinois →

Aj Antunes & Co Ps & Ee Savings Plan & Trust in the asset neighbourhood

Aj Antunes & Co Ps & Ee Savings Plan & TrustAj Antunes & Co Ps & Ee Savi…$41MGreat Falls Clinic Retirement PlanGreat Falls Clinic Retiremen…$41MDancker 401(k) Plan$41ML & B Realty Advisors, LLP Employees' Salary Reduction Thrift Savings Plan and TrustL & B Realty Advisors, LLP E…$41MSitime 401(k) Plan$41M
End-of-year total assets ($M) among Aj Antunes & Co Ps & Ee Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN362324850
Plan Effective Date1991-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.J. Antunes & Co.)

Sponsor-wide plan assets over time

All A.J. Antunes & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 35.841641582920644% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.1M $41M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 312 $30M
2023 1 289 $36M
2024 1 280 $41M

Nearby 401(k) Plans in Illinois

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

Aj Antunes & Co Ps & Ee Savings Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Aj Antunes & Co Ps & Ee Savings Plan & Trust, Total assets ($B): 0.040945427 · Participants: 280Aj Antunes & Co Ps & Ee Savings Plan & TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Aj Antunes & Co Ps & Ee Savings Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

Aj Antunes & Co Ps & Ee Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Great Falls Clinic Retirement Plan in MT ($41M); by covered participants it is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (280 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 Aj Antunes & Co Ps & Ee Savings Plan & Trust assets move in 2024?
Aj Antunes & Co Ps & Ee Savings Plan & Trust grew at a solid clip - up 13.6% during 2024, from $36M to $41M. Reported net income was $5M.
How have A.J. Antunes & Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), A.J. Antunes & Co.'s sponsor-wide assets grew 35.8%, from $30M to $41M.
Where does Aj Antunes & Co Ps & Ee Savings Plan & Trust rank by assets among Form 5500 filers?
Aj Antunes & Co Ps & Ee Savings Plan & Trust ranks in the 82nd 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 Aj Antunes & Co Ps & Ee Savings Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Great Falls Clinic Retirement Plan in MT ($41M, 769 participants).
Which 401(k) plans cover a similar participant headcount to Aj Antunes & Co Ps & Ee Savings Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is T.W. Ponessa & Associates Counseling Services, Inc. 401(k) Plan in PA (280 participants, $3M in assets).