401(k) · DOL Form 5500 · 2024

Association for Energy Affordability, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
113
Participants Small participant base
61st
Percentile by assets National rank
$113,357
Avg per participant Below avg balance/head
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Official DOL plan name: Association for Energy Affordability, 401(k) · Sponsored by Association for Energy Affordability, Inc. · New York · Professional & Technical Services

$13M in assets, 113 participants

Association for Energy Affordability, Inc.'s Association for Energy Affordability, 401(k) reported $13M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,080 in Professional & Technical Services (20,173 peers)

Coverage in New York

Association for Energy Affordability, 401(k) covers 113 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $13M.

#12,080
in Professional & Technical Services (20,173 peers)
+13.6%
assets growth YoY

Association for Energy Affordability, 401(k)'s mid-pack asset rank among Professional & Technical Services and all filers

Association for Energy Affordability, 401(k) vs every filed plan by assets

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

$12,809,337 Top 39% higher than 61% 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

Association for Energy Affordability, 401(k) 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. Association for Energy Affordability, 401(k) sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Association for Energy Affordability, 401(k) reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Association for Energy Affordability, 401(k) end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Association for Energy Affordability, 401(k) reported participants rose from 106 in the plan year 2023 filing to 113 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133374285 · Association for Energy Affordability, Inc. PY 2024 · 401(k)

Association for Energy Affordability, 401(k) · $13M · 113 · 61st

  • EBSA $13M
  • EBSA 113
  • EBSA 61st
  • EBSA 401(k)
  • EBSA near Rivervest Venture Management, LLC Profit Sharing Plan
  • EBSA ind #12080

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 Professional & Technical Services retirement plans → · Plans in New York →

Association for Energy Affordability, 401(k) in the asset neighbourhood

Association for Energy Affordability, 401(k)Association for Energy Affor…$13MRivervest Venture Management, LLC Profit Sharing PlanRivervest Venture Management…$13MDysart Taylor Mcmonigle Brumitt & Wilcox, Profit Sharing 401(k) PlanDysart Taylor Mcmonigle Brum…$13MReading Pediatrics, Inc. Profit Sharing 401(k) PlanReading Pediatrics, Inc. Pro…$13MVersapay 401(k) Plan$13M
End-of-year total assets ($M) among Association for Energy Affordability, 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN133374285
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Association for Energy Affordability, Inc.)

Sponsor-wide plan assets over time

All Association for Energy Affordability, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.85725278979191% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.97M $12.8M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 96 $9M
2023 1 106 $11M
2024 1 113 $13M

Nearby 401(k) Plans in New York

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

Association for Energy Affordability, 401(k) vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Association for Energy Affordability, 401(k), Total assets ($B): 0.012809337 · Participants: 113Association for Energy Affordability, 401(k)IBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Association for Energy Affordability, 401(k) vs. nearby 401(k) plans in New York, assets vs. participants
Compare Association for Energy Affordability, 401(k) side-by-side with 3 peers →

Association for Energy Affordability, 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rivervest Venture Management, LLC Profit Sharing Plan in MO ($13M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Association for Energy Affordability, 401(k) assets move in 2024? ▼
Association for Energy Affordability, 401(k) grew at a solid clip - up 13.6% during 2024, from $11M to $13M. Reported net income was $2M.
How have Association for Energy Affordability, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Association for Energy Affordability, Inc.'s sponsor-wide assets grew 42.9%, from $9M to $13M.
Which 401(k) plans are similar in size to Association for Energy Affordability, 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Rivervest Venture Management, LLC Profit Sharing Plan in MO ($13M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Association for Energy Affordability, 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 133374285.

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.