401(k) · DOL Form 5500 · 2022
Aspida Financial Services, LLC 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $132,065
- Avg per participant Near avg balance/head
Official DOL plan name: Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Aspida Financial Services, LLC · North Carolina · Finance & Insurance
$13M in assets, 95 participants
Aspida Financial Services, LLC's Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.
- #4,930 in Finance & Insurance (9,261 peers)
2022 asset change
Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust pulled back noticeably 13.4% in 2022 ($14M → $13M) for 95 participants.
- #4,930
- in Finance & Insurance (9,261 peers)
- -13.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$12,546,148 Top 31% higher than 69% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust is a small filing (95 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 474223393 · Aspida Financial Services, LLC PY 2022 · 401(k)
Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust · $13M · 95 · 69th
- ASSETS $13M
- ASSETS 95
- ASSETS 69th
- ASSETS 401(k)
- ASSETS near Ceh Automotive Corp. Employees' Profit Sharing Plan
- ASSETS ind #4930
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 North Carolina →
Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$2M |
| Employer EIN | 474223393 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Ceh Automotive Corp. Employees' Profit Sharing Plan in AZ ($13M); by covered participants it is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (95 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.