How big is AARP's plan?

AARP's plan reported $2.8M in assets and 11 participants for 2025.

Original filing (PDF)20260520085154NAL0001449297001

AARP

Name: AARP — AARP Puerto Rico Employees 1165(e) Plan, Form 5500 (2025)
Creator: AARP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AARP Puerto Rico Employees 1165(e) Plan

Defined-contribution retirement plan · AARP's AARP Puerto Rico Employees 1165(e) Plan held $2.8M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

People on this filing

Scott Frisch signed AARP's 2025 Form 5500 as plan administrator.

Scott Frisch — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AARP's EIN is 95-1985500.

EIN 95-1985500

Plan number 003

Plan year 2025

ACK ID 20260520085154NAL0001449297001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AARP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AARP's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AARP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AARP

EIN

all filings

Address

601 E. STREET NW · WASHINGTON, DC · 20049

Phone

(202) 434-6704

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

3C · Not intended to be qualified

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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