Profit Sharing · DOL Form 5500 · 2022

Aspire Living & Learning, Inc. Profit Sharing Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
1,004
Participants Near avg headcount
78th
Percentile by assets National rank
$20,783
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aspire Living & Learning, Inc. 403(b) Plan · Sponsored by Aspire Living & Learning, Inc. · Vermont · Other Services

$21M in assets, 1,004 participants

Aspire Living & Learning, Inc.'s Aspire Living & Learning, Inc. 403(b) Plan reported $21M in total assets and 1,004 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,419 in Other Services (8,398 peers)

Coverage in Vermont

Aspire Living & Learning, Inc. 403(b) Plan covers 1,004 participants in Vermont, 4.1x the typical Vermont plan (state average ~245 per filing). Assets: $21M.

#7,419
in Other Services (8,398 peers)
-23.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aspire Living & Learning, Inc. 403(b) Plan's outsized position by total assets

Aspire Living & Learning, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$20,866,131 Top 22% higher than 78% of 139,123 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 2022

Aspire Living & Learning, Inc. 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aspire Living & Learning, Inc. 403(b) Plan lands in the large band (1,004 participants).

Plan-year Form 5500 strip

Filing strip 030284103 · Aspire Living & Learning, Inc. PY 2022 · Profit Sharing

Aspire Living & Learning, Inc. 403(b) Plan · $21M · 1,004 · 78th

  • PHOTO $21M
  • PHOTO 1,004
  • PHOTO 78th
  • PHOTO Profit Sharing
  • PHOTO near Robin Hood 401(a) Employer Contribution Plan
  • PHOTO ind #7419

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 Vermont →

Aspire Living & Learning, Inc. 403(b) Plan in the asset neighbourhood

Hillcrest Educational Foundation, Inc. 403(b) PlanHillcrest Educational Founda…$21MAspire Living & Learning, Inc. 403(b) PlanAspire Living & Learning, In…$21MRobin Hood 401(a) Employer Contribution PlanRobin Hood 401(a) Employer C…$21MFarrell Calhoun, Inc. Retirement PlanFarrell Calhoun, Inc. Retire…$21MBrockton Neighborhood Health Center 403(b) PlanBrockton Neighborhood Health…$21M
End-of-year total assets ($M) among Aspire Living & Learning, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$21M
Net Income-$6M
Employer EIN030284103
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspire Living & Learning, Inc.)

Sponsor-wide plan assets over time

All Aspire Living & Learning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 33.1514932020699% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $27.8M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 1,004 $21M
2023 1 996 $25M
2024 1 1,003 $28M

Nearby Profit Sharing Plans in Vermont

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Aspire Living & Learning, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants Scatter plot of 6 data points. -500050010001500 020406080100 Total assets ($M) Participants Aspire Living & Learning, Inc. 403(b) Plan, Total assets ($M): 20.866131 · Participants: 1004Aspire Living & Learning, Inc. 403(b) PlanChamplain College Defined Contribution Retirement Plan, Total assets ($M): 93.870257 · Participants: 450Champlain College Defined Contribution Retirement PlanRetirement Plan for Employees of Howardcenter, Total assets ($M): 79.559832 · Participants: 1265Retirement Plan for Employees of HowardcenterBurr and Burton Academy 403(b)Plan, Total assets ($M): 23.965977 · Participants: 159Burr and Burton Academy 403(b)PlanThe Putney School 403-B Plan, Total assets ($M): 17.683293 · Participants: 72The Putney School 403-B PlanVermont Housing & Conservation Board Profit Sharing Plan, Total assets ($M): 7.201383 · Participants: 41Vermont Housing & Conservation Board Profit Sharing Plan
Aspire Living & Learning, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
Compare Aspire Living & Learning, Inc. 403(b) Plan side-by-side with 3 peers →

Aspire Living & Learning, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Vermont, the nearest Profit Sharing by assets is Robin Hood 401(a) Employer Contribution Plan in NY ($21M); by covered participants it is Plumbers Lu No 690 Supplemental Retirement Plan in PA (1,000 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,004 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aspire Living & Learning, Inc. 403(b) Plan assets move in 2022? ▼
Aspire Living & Learning, Inc. 403(b) Plan declined sharply - down 23.0% during 2022, from $27M to $21M. Reported net income was -$6M.
How have Aspire Living & Learning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspire Living & Learning, Inc.'s sponsor-wide assets grew 33.2%, from $21M to $28M.
Where does Aspire Living & Learning, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Aspire Living & Learning, Inc. 403(b) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Aspire Living & Learning, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Robin Hood 401(a) Employer Contribution Plan in NY ($21M, 118 participants).
Which Profit Sharing plans cover a similar participant headcount to Aspire Living & Learning, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Plumbers Lu No 690 Supplemental Retirement Plan in PA (1,000 participants, $132M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030284103.

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.