Profit Sharing · DOL Form 5500 · 2022
Aspire Living & Learning, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $21M
- Total assets
- 1,004
- Participants
- 78th
- Percentile by assets
- $20,783
- Avg per participant
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.
- 78th percentile by assets (of 139,126 plans)
- #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.
- $21M
- total plan assets (2022 EOY)
- 1,004
- covered participants
- 78th
- percentile by assets (of 139,126 plans)
- $20,783
- avg assets per participant
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.
Participants vs Vermont filers
In Vermont, the average filing covers about 245 participants across 327 plans. Aspire Living & Learning, Inc. 403(b) Plan reports 1,004 participants - 4.1x that state average ($21M EOY assets).
Vermont filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$6M |
| Employer EIN | 030284103 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aspire Living & Learning, Inc.)
| 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
- Champlain College Defined Contribution Retirement Plan $94M · 450
- Retirement Plan for Employees of Howardcenter $80M · 1,265
- Burr and Burton Academy 403(b)Plan $24M · 159
- The Putney School 403-B Plan $18M · 72
- Vermont Housing & Conservation Board Profit Sharing Plan $7M · 41
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Aspire Living & Learning, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Aspire Living & Learning, Inc. 403(b) Plan assets move in 2022? ▼
How have Aspire Living & Learning, Inc. plan assets changed over time? ▼
Where does Aspire Living & Learning, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Aspire Living & Learning, Inc. 403(b) Plan's numbers.
- By total assets, Aspire Living & Learning, Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Vermont. Compare plans
- Aspire Living & Learning, Inc.'s sponsor-wide assets have grown 33.2% since 2022 across 3 plan years on file. More Other Services plans