401(k) · DOL Form 5500 · 2022

Aspen Enterprises, Ltd. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
191
Participants Below avg headcount
71st
Percentile by assets National rank
$73,810
Avg per participant Below avg balance/head
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Official DOL plan name: Finlays Americas 401(k) Plan · Sponsored by Aspen Enterprises, Ltd. · Texas · Manufacturing

$14M in assets, 191 participants

Aspen Enterprises, Ltd.'s Finlays Americas 401(k) Plan reported $14M in total assets and 191 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,493 in Manufacturing (20,602 peers)

Coverage in Texas

Finlays Americas 401(k) Plan covers 191 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#12,493
in Manufacturing (20,602 peers)
-19.0%
assets change YoY

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.

Finlays Americas 401(k) Plan's outsized position by total assets

Finlays Americas 401(k) Plan vs every filed plan by assets

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

$14,097,629 Top 29% higher than 71% 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

Finlays Americas 401(k) 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. Finlays Americas 401(k) Plan sits mid-pack in the medium band (191 participants).

DOL schedule card

Filing strip 742661555 · Aspen Enterprises, Ltd. PY 2022 · 401(k)

Finlays Americas 401(k) Plan · $14M · 191 · 71st

  • RANK $14M
  • PHOTO 191
  • IND 71st
  • EOY 401(k)
  • 5500 near National Christian Charitable Foundation, Inc. 401(k) Plan
  • ASSETS ind #12493

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 Manufacturing retirement plans → · Plans in Texas →

Finlays Americas 401(k) Plan in the asset neighbourhood

Finlays Americas 401(k) Plan$14MNational Christian Charitable Foundation, Inc. 401(k) PlanNational Christian Charitabl…$14MBnim Architects Inc. Profit Sharing PlanBnim Architects Inc. Profit …$14MDuarte Design 401(k) Plan$14MEnergy Insurance Mutual Limited 401(k) Profit Sharing PlanEnergy Insurance Mutual Limi…$14M
End-of-year total assets ($M) among Finlays Americas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN742661555
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspen Enterprises, Ltd.)

Sponsor-wide plan assets over time

All Aspen Enterprises, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 34.45863839940745% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $19M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 191 $14M
2023 1 235 $16M
2024 1 244 $19M

Nearby 401(k) Plans in Texas

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

Finlays Americas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Finlays Americas 401(k) Plan, Total assets ($B): 0.014097629 · Participants: 191Finlays Americas 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Finlays Americas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Finlays Americas 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is National Christian Charitable Foundation, Inc. 401(k) Plan in GA ($14M); by covered participants it is Quarterline Consulting Services, LLC 401(k) Plan in VA (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 Finlays Americas 401(k) Plan assets move in 2022? ▼
Finlays Americas 401(k) Plan declined sharply - down 19.0% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Aspen Enterprises, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspen Enterprises, Ltd.'s sponsor-wide assets grew 34.5%, from $14M to $19M.
Which 401(k) plans are similar in size to Finlays Americas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Christian Charitable Foundation, Inc. 401(k) Plan in GA ($14M, 200 participants).
Which 401(k) plans cover a similar participant headcount to Finlays Americas 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Quarterline Consulting Services, LLC 401(k) Plan in VA (191 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 742661555.

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.