Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

American Specialty Health Incorporated 401(k) Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by American Specialty Health Incorporated ยท California ยท Finance & Insurance

What the 2023 filing shows

American Specialty Health Incorporated 401(k) Savings Plan holds $93M for 1,498 participants - about $61,886 per participant, down 14.2% over the 2022 plan year.

$93M
total plan assets (2022 EOY)
1,498
covered participants
$61,886
avg assets per participant
-14.2%
assets change YoY

The plan reported a net loss of $15M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$93M
Participants
1,498
State
Industry
Finance & Insurance

What the Filing Says About American Specialty Health Incorporated 401(k) Savings Plan

American Specialty Health Incorporated 401(k) Savings Plan is a Profit Sharing retirement plan sponsored by American Specialty Health Incorporated, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $93M in total end-of-year assets and covers 1,498 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 330883241, and the plan has been effective since 1995-06-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $108M at the beginning of 2022 to $93M at year-end โ€” a decline of 14.2%. Net assets (after liabilities) closed the year at $93M, with reported net income of $-15,347,622 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$108M
Total Assets (End of Year)$93M
Net Assets (End of Year)$93M
Net Income$-15,347,622
Plan TypeProfit Sharing
Employer EIN330883241
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Specialty Health Incorporated)

Year Plans Participants Total Assets
2022 1 1,498 $93M
2023 1 1,535 $113M
2024 1 1,779 $136M

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Frequently Asked Questions

How much money is in the American Specialty Health Incorporated 401(k) Savings Plan?
As of the 2022 Form 5500 filing, American Specialty Health Incorporated 401(k) Savings Plan holds $93M in total assets with 1,498 participants. It is sponsored by American Specialty Health Incorporated.
What type of plan is American Specialty Health Incorporated 401(k) Savings Plan?
American Specialty Health Incorporated 401(k) Savings Plan is a Profit Sharing plan. It has been effective since 1995-06-01. The plan is filed with the U.S. Department of Labor under EIN 330883241.
Who sponsors the American Specialty Health Incorporated 401(k) Savings Plan?
American Specialty Health Incorporated 401(k) Savings Plan is sponsored by American Specialty Health Incorporated, located in California. The sponsor's EIN is 330883241 and the plan operates in the Finance & Insurance industry.
How did American Specialty Health Incorporated 401(k) Savings Plan perform in 2022?
American Specialty Health Incorporated 401(k) Savings Plan declined by 14.2% during 2022, moving from $108M to $93M in total assets. Net income was $-15,347,622.
Where can I find official filings for American Specialty Health Incorporated 401(k) Savings Plan?
Official Form 5500 filings for American Specialty Health Incorporated 401(k) Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 330883241 or plan name at efast.dol.gov.
How does American Specialty Health Incorporated 401(k) Savings Plan compare to other plans?
You can compare American Specialty Health Incorporated 401(k) Savings Plan against other Profit Sharing plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 330883241.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.