Defined Benefit (Pension) · DOL Form 5500 · 2024

American Institute of Certified Public Accountants Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
236
Participants Below avg headcount
32nd
Percentile by assets National rank
$10,954
Avg per participant Low balance/head
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Official DOL plan name: American Institute of Certified Public Accountants Revised Staff Pension Plan · Sponsored by American Institute of Certified Public Accountants · North Carolina · Other Services

$3M in assets, 236 participants

American Institute of Certified Public Accountants's American Institute of Certified Public Accountants Revised Staff Pension Plan reported $3M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #4,361 in Other Services (7,719 peers)

Coverage in North Carolina

American Institute of Certified Public Accountants Revised Staff Pension Plan covers 236 participants in North Carolina, about 29% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#4,361
in Other Services (7,719 peers)
-97.5%
assets change YoY

American Institute of Certified Public Accountants Revised Staff Pension Plan among the smaller filed plans by assets

American Institute of Certified Public Accountants Revised Staff Pension Plan vs every filed plan by assets

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

$2,585,199 32nd percentile higher than 32% 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 Institute of Certified Public Accountants Revised Staff Pension 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 of Certified Public Accountants Revised Staff Pension Plan sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Institute of Certified Public Accountants Revised Staff Pension Plan end-of-year assets fell from $105M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • American Institute of Certified Public Accountants Revised Staff Pension Plan reported participants fell from 287 in the plan year 2023 filing to 236 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 130432265 · American Institute of Certified Public Accountants PY 2024 · Defined Benefit (Pension)

American Institute of Certified Public Accountants Revised Staff Pension Plan · $3M · 236 · 32nd

  • BOOK $3M
  • BOOK 236
  • BOOK 32nd
  • BOOK Defined Benefit (Pension)
  • BOOK near Richmond Group Defined Benefit Plan
  • BOOK ind #4361

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 North Carolina →

American Institute of Certified Public Accountants Revised Staff Pension Plan in the asset neighbourhood

American Institute of Certified Public Accountants Revised Staff Pension PlanAmerican Institute of Certif…$3MM Properties, Inc. Defined Benefit Pension PlanM Properties, Inc. Defined B…$3MJones Family Medicine Clinic, PLLC Cash Balance PlanJones Family Medicine Clinic…$3MRichmond Group Defined Benefit PlanRichmond Group Defined Benef…$3MLaw Offices of Joseph Y. Avrahamy Defined Benefit Pension PlanLaw Offices of Joseph Y. Avr…$3M
End-of-year total assets ($M) among American Institute of Certified Public Accountants Revised Staff Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)N/A
Employer EIN130432265
Plan Effective Date1943-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Institute of Certified Public Accountants)

Sponsor-wide plan assets over time

All American Institute of Certified Public Accountants plans reported in each filing year

Latest sponsor-wide plan assets
$3M 97.48179382107827% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $103M $2.59M ▼ -97.5%
Year Plans Participants Total Assets
2022 1 296 $103M
2023 1 287 $105M
2024 1 236 $3M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American Institute of Certified Public Accountants Revised Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants American Institute of Certified Public Accountants Revised Staff Pension Plan, Total assets ($B): 0.002585199 · Participants: 236American Institute of Certified Public Accountants Revised Staff Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.577892612 · Participants: 9923Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.698665729 · Participants: 38548Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.678 · Participants: 13576Duke Energy Retirement Cash Balance PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.784844379 · Participants: 22655Employees' Retirement Plan of Duke UniversityThe Hearst Corporation Retirement Plan, Total assets ($B): 2.397551709 · Participants: 1745The Hearst Corporation Retirement Plan
American Institute of Certified Public Accountants Revised Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare American Institute of Certified Public Accountants Revised Staff Pension Plan side-by-side with 3 peers →

American Institute of Certified Public Accountants Revised Staff Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Richmond Group Defined Benefit Plan in NY ($3M); by covered participants it is Preformed Line Products Company Hourly Employees Retirement Plan in OH (236 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Institute of Certified Public Accountants Revised Staff Pension Plan assets move in 2024? ▼
American Institute of Certified Public Accountants Revised Staff Pension Plan contracted severely - down 97.5% during 2024, from $105M to $3M.
How have American Institute of Certified Public Accountants plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Institute of Certified Public Accountants's sponsor-wide assets declined 97.5%, from $103M to $3M.
Which Defined Benefit (Pension) plans are similar in size to American Institute of Certified Public Accountants Revised Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Richmond Group Defined Benefit Plan in NY ($3M, 50 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Institute of Certified Public Accountants Revised Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Preformed Line Products Company Hourly Employees Retirement Plan in OH (236 participants, $29M 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 130432265.

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.