Associated Universities Inc.Profit-sharing plan

Associated Universities Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $204,752,338 across 1,309 participant accounts, with employer contributions averaging $9,243 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio fell from 0.04% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 155th-largest of 2,266 plans among Virginia employers on file, and the 790th of 11,654 in professional & technical services. active participation has grown from 530 to 616 since 2022.