401(k) · DOL Form 5500 · 2022

Ashfield Healthcare, LLC 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
1,916
Participants Near avg headcount
91st
Percentile by assets National rank
$40,390
Avg per participant Low balance/head
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Official DOL plan name: Ashfield Retirement Plan · Sponsored by Ashfield Healthcare, LLC · Pennsylvania · Professional & Technical Services

$77M in assets, 1,916 participants

Ashfield Healthcare, LLC's Ashfield Retirement Plan reported $77M in total assets and 1,916 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,926 in Professional & Technical Services (21,562 peers)

Coverage in Pennsylvania

Ashfield Retirement Plan covers 1,916 participants in Pennsylvania, 2.3x the typical Pennsylvania plan (state average ~822 per filing). Assets: $77M.

#19,926
in Professional & Technical Services (21,562 peers)
+9.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ashfield Retirement Plan's outsized position by total assets

Ashfield Retirement Plan vs every filed plan by assets

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

$77,387,635 Top 9% higher than 91% 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

Ashfield Retirement 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. Ashfield Retirement Plan lands in the large band (1,916 participants).

DOL schedule card

Filing strip 900789049 · Ashfield Healthcare, LLC PY 2022 · 401(k)

Ashfield Retirement Plan · $77M · 1,916 · 91st

  • EIN $77M
  • RANK 1,916
  • PHOTO 91st
  • IND 401(k)
  • EOY near Covenant Retirement Plan
  • 5500 ind #19926

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 Pennsylvania →

Ashfield Retirement Plan in the asset neighbourhood

The Shyft Group Retirement PlanThe Shyft Group Retirement P…$77MTeijin Automotive Technologies 401(k) PlanTeijin Automotive Technologi…$77MAshfield Retirement Plan$77MCovenant Retirement Plan$77MAmerican Radiology Associates, P.a. Retirement PlanAmerican Radiology Associate…$77M
End-of-year total assets ($M) among Ashfield Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$77M
Net Income-$3M
Employer EIN900789049
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ashfield Healthcare, LLC)

Sponsor-wide plan assets over time

All Ashfield Healthcare, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$140M 80.59883210024444% vs 2022
2024 filing year
$60M$80M$100M$120M$140M$160M 202220232024 $77.4M $140M ▲ +80.6%
Year Plans Participants Total Assets
2022 1 1,916 $77M
2023 1 2,708 $108M
2024 1 2,655 $140M

Nearby 401(k) Plans in Pennsylvania

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

Ashfield Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ashfield Retirement Plan, Total assets ($B): 0.077387635 · Participants: 1916Ashfield Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Ashfield Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Ashfield Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Covenant Retirement Plan in IL ($77M); by covered participants it is The Golden 1 Employee Savings and Investment Plan in CA (1,916 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($77M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,916 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 Ashfield Retirement Plan assets move in 2022?
Ashfield Retirement Plan grew at a solid clip - up 9.3% during 2022, from $71M to $77M. Reported net income was -$3M.
How have Ashfield Healthcare, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Ashfield Healthcare, LLC's sponsor-wide assets grew 80.6%, from $77M to $140M.
Where does Ashfield Retirement Plan rank by assets among Form 5500 filers?
Ashfield Retirement Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ashfield Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Covenant Retirement Plan in IL ($77M, 1,452 participants).
Which 401(k) plans cover a similar participant headcount to Ashfield Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is The Golden 1 Employee Savings and Investment Plan in CA (1,916 participants, $157M in assets).