401(k) · DOL Form 5500 · 2022

Aspiriant LLC 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
209
Participants Below avg headcount
88th
Percentile by assets National rank
$251,621
Avg per participant Above avg balance/head
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Official DOL plan name: Aspiriant 401(k) and Profit Sharing Plan · Sponsored by Aspiriant LLC · California · Finance & Insurance

$53M in assets, 209 participants

Aspiriant LLC's Aspiriant 401(k) and Profit Sharing Plan reported $53M in total assets and 209 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,531 in Finance & Insurance (9,261 peers)

Coverage in California

Aspiriant 401(k) and Profit Sharing Plan covers 209 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $53M.

#7,531
in Finance & Insurance (9,261 peers)
-14.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aspiriant 401(k) and Profit Sharing Plan's outsized position by total assets

Aspiriant 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$52,588,788 Top 12% higher than 88% 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

Aspiriant 401(k) and Profit Sharing Plan 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. Aspiriant 401(k) and Profit Sharing Plan sits mid-pack in the medium band (209 participants).

EBSA filing schedule strip

Filing strip 261518255 · Aspiriant LLC PY 2022 · 401(k)

Aspiriant 401(k) and Profit Sharing Plan · $53M · 209 · 88th

  • EOY $53M
  • 5500 209
  • ASSETS 88th
  • PCT 401(k)
  • EIN near Grammer 401(k) Plan
  • RANK ind #7531

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 Finance & Insurance retirement plans → · Plans in California →

Aspiriant 401(k) and Profit Sharing Plan in the asset neighbourhood

Aspiriant 401(k) and Profit Sharing PlanAspiriant 401(k) and Profit …$53MGrammer 401(k) Plan$53MKingsbury, Inc. Employee Savings PlanKingsbury, Inc. Employee Sav…$53MNew Seasons Market LLC 401(k) PlanNew Seasons Market LLC 401(k…$53MAlta Resources Corp 401(k) Savings & Retirement PlanAlta Resources Corp 401(k) S…$53M
End-of-year total assets ($M) among Aspiriant 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$53M
Net Income-$9M
Employer EIN261518255
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspiriant LLC)

Sponsor-wide plan assets over time

All Aspiriant LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 43.342227244332% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.6M $75.4M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 209 $53M
2023 1 227 $64M
2024 1 222 $75M

Nearby 401(k) Plans in California

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

Aspiriant 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aspiriant 401(k) and Profit Sharing Plan, Total assets ($B): 0.052588788 · Participants: 209Aspiriant 401(k) and Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Aspiriant 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aspiriant 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Aspiriant 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Grammer 401(k) Plan in OH ($53M); by covered participants it is Creative Systems and Consulting in VA (209 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Aspiriant 401(k) and Profit Sharing Plan assets move in 2022? ▼
Aspiriant 401(k) and Profit Sharing Plan pulled back noticeably - down 14.6% during 2022, from $62M to $53M. Reported net income was -$9M.
How have Aspiriant LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspiriant LLC's sponsor-wide assets grew 43.3%, from $53M to $75M.
Where does Aspiriant 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Aspiriant 401(k) and Profit Sharing Plan ranks in the 88th 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 401(k) plans are similar in size to Aspiriant 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grammer 401(k) Plan in OH ($53M, 1,032 participants).
Which 401(k) plans cover a similar participant headcount to Aspiriant 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Systems and Consulting in VA (209 participants, N/A 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 261518255.

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.