401(k) · DOL Form 5500 · 2022

Aspen Group, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
966
Participants Near avg headcount
47th
Percentile by assets National rank
$4,444
Avg per participant Low balance/head
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Official DOL plan name: Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Aspen Group, Inc. · New York · Professional & Technical Services

$4M in assets, 966 participants

Aspen Group, Inc.'s Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 966 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,704 in Professional & Technical Services (21,562 peers)

Aspen Group, Inc. multi-year trail

Aspen Group, Inc.'s plans moved +32.3% in assets from 2022 to 2024; this filing shows Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust at $4M / 966 participants.

#9,704
in Professional & Technical Services (21,562 peers)
-7.3%
assets change YoY

The plan reported a net loss of $337K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,292,423 47th percentile higher than 47% 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

Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (966 participants).

EBSA filing schedule strip

Filing strip 271933597 · Aspen Group, Inc. PY 2022 · 401(k)

Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 966 · 47th

  • SCH $4M
  • EBSA 966
  • PART 47th
  • TYPE 401(k)
  • NET near Peer Street 401(k) Plan
  • BOOK ind #9704

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 Professional & Technical Services retirement plans → · Plans in New York →

Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Aspen Group, Inc. 401(k) Profit Sharing Plan and TrustAspen Group, Inc. 401(k) Pro…$4MPeer Street 401(k) Plan$4MSolidscape, Inc. 401(k) Salary Savings PlanSolidscape, Inc. 401(k) Sala…$4MCurtis Media Group 401(k) PlanCurtis Media Group 401(k) Pl…$4MThe Country Club of Jackson 401(k) PlanThe Country Club of Jackson …$4M
End-of-year total assets ($M) among Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Aspen Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aspen Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.30403900081609% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.29M $5.68M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 966 $4M
2023 1 888 $5M
2024 1 784 $6M

Aspen Group, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$337K
Employer EIN271933597
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004292423 · Participants: 966Aspen Group, Inc. 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Peer Street 401(k) Plan in CA ($4M); by covered participants it is Aaa East Central 401(k) Savings Plan in PA (966 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (966 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 Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 7.3% during 2022, from $5M to $4M. Reported net income was -$337K.
How have Aspen Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspen Group, Inc.'s sponsor-wide assets grew 32.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Peer Street 401(k) Plan in CA ($4M, 246 participants).
Which 401(k) plans cover a similar participant headcount to Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aaa East Central 401(k) Savings Plan in PA (966 participants, $101M 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 271933597.

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.