401(k) · DOL Form 5500 · 2022

Aspiration Partners, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
258
Participants Below avg headcount
53rd
Percentile by assets National rank
$21,966
Avg per participant Low balance/head
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Official DOL plan name: Aspiration Partners 401(k) Plan · Sponsored by Aspiration Partners, Inc. · California · Finance & Insurance

$6M in assets, 258 participants

Aspiration Partners, Inc.'s Aspiration Partners 401(k) Plan reported $6M in total assets and 258 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,450 in Finance & Insurance (9,261 peers)

Coverage in California

Aspiration Partners 401(k) Plan covers 258 participants in California, about 41% of the average California filer (state average ~630 per filing). Assets: $6M.

#3,450
in Finance & Insurance (9,261 peers)
+105.2%
assets growth YoY

Aspiration Partners 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Aspiration Partners 401(k) Plan vs every filed plan by assets

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

$5,667,163 Top 47% higher than 53% 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

Aspiration Partners 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. Aspiration Partners 401(k) Plan sits mid-pack in the medium band (258 participants).

Plan-year Form 5500 strip

Filing strip 475059122 · Aspiration Partners, Inc. PY 2022 · 401(k)

Aspiration Partners 401(k) Plan · $6M · 258 · 53rd

  • EBSA $6M
  • PART 258
  • TYPE 53rd
  • NET 401(k)
  • BOOK near Dmh Holdings 401(k) Employee Savings Plan
  • VS-ST ind #3450

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 →

Aspiration Partners 401(k) Plan in the asset neighbourhood

Aspiration Partners 401(k) PlanAspiration Partners 401(k) P…$6MDmh Holdings 401(k) Employee Savings PlanDmh Holdings 401(k) Employee…$6MS & R Egg Farms, Inc. 401(k) PlanS & R Egg Farms, Inc. 401(k)…$6MWallace Group 401(k) Profit-Sharing PlanWallace Group 401(k) Profit-…$6MHourly Employee 401(k) Thrift Plan of Pcl Infrastructure Management, Inc.Hourly Employee 401(k) Thrif…$6M
End-of-year total assets ($M) among Aspiration Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN475059122
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspiration Partners, Inc.)

Sponsor-wide plan assets over time

All Aspiration Partners, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 15.847223734344679% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.67M $4.77M ▼ -15.9%
Year Plans Participants Total Assets
2022 1 258 $6M
2023 1 332 $8M
2024 1 28 $5M

Nearby 401(k) Plans in California

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

Aspiration Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aspiration Partners 401(k) Plan, Total assets ($B): 0.005667163 · Participants: 258Aspiration Partners 401(k) 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
Aspiration Partners 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

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

Outside California, the nearest 401(k) by assets is Dmh Holdings 401(k) Employee Savings Plan in OR ($6M); by covered participants it is Kenall Manufacturing Co. Inc. 401(k) Plan and Profit Sharing Plan and Trust in WI (258 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (258 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 Aspiration Partners 401(k) Plan assets move in 2022?
Aspiration Partners 401(k) Plan surged - up 105.2% during 2022, from $3M to $6M. Reported net income was $3M.
How have Aspiration Partners, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Aspiration Partners, Inc.'s sponsor-wide assets declined 15.8%, from $6M to $5M.
Which 401(k) plans are similar in size to Aspiration Partners 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Dmh Holdings 401(k) Employee Savings Plan in OR ($6M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Aspiration Partners 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Kenall Manufacturing Co. Inc. 401(k) Plan and Profit Sharing Plan and Trust in WI (258 participants, N/A in assets).