401(k) · DOL Form 5500 · 2022

Aledade, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
656
Participants Below avg headcount
85th
Percentile by assets National rank
$56,577
Avg per participant Low balance/head
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Official DOL plan name: Aledade 401(k) Savings and Investment Plan · Sponsored by Aledade, Inc. · Maryland · Professional & Technical Services

$37M in assets, 656 participants

Aledade, Inc.'s Aledade 401(k) Savings and Investment Plan reported $37M in total assets and 656 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,555 in Professional & Technical Services (21,562 peers)

Where Aledade 401(k) Savings and Investment Plan sits by assets

Aledade 401(k) Savings and Investment Plan sits in the top quartile of all filed plans by assets, $37M for 656 participants (~$56,577/participant), up 35.3% in 2022.

#18,555
in Professional & Technical Services (21,562 peers)
+35.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Aledade 401(k) Savings and Investment Plan's outsized position by total assets

Aledade 401(k) Savings and Investment Plan vs every filed plan by assets

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

$37,114,639 Top 15% higher than 85% 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

Aledade 401(k) Savings and Investment 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. Aledade 401(k) Savings and Investment Plan sits mid-pack in the medium band (656 participants).

Published 5500 schedule card

Filing strip 465417350 · Aledade, Inc. PY 2022 · 401(k)

Aledade 401(k) Savings and Investment Plan · $37M · 656 · 85th

  • IND $37M
  • IND 656
  • IND 85th
  • IND 401(k)
  • IND near Teamsters Union Local No. 142 Annuity Fund
  • IND ind #18555

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 Maryland →

Aledade 401(k) Savings and Investment Plan in the asset neighbourhood

Teamsters Union Local No. 142 Annuity FundTeamsters Union Local No. 14…$37MAffiliated Pathologists Medical Group 401(k) PlanAffiliated Pathologists Medi…$37MUnify Consulting LLC 401(k) Profit Sharing Plan & TrustUnify Consulting LLC 401(k) …$37MAledade 401(k) Savings and Investment PlanAledade 401(k) Savings and I…$37MNorth Atlantic Corp. 401(k) Profit Sharing Plan and TrustNorth Atlantic Corp. 401(k) …$37M
End-of-year total assets ($M) among Aledade 401(k) Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$37M
Net Income$9M
Employer EIN465417350
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aledade, Inc.)

Sponsor-wide plan assets over time

All Aledade, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 165.31464309810477% vs 2022
2024 filing year
$20M$40M$60M$80M$100M$120M 202220232024 $37.1M $98.5M ▲ +165.3%
Year Plans Participants Total Assets
2022 1 656 $37M
2023 1 1,249 $63M
2024 1 1,348 $98M

Nearby 401(k) Plans in Maryland

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

Aledade 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Aledade 401(k) Savings and Investment Plan, Total assets ($B): 0.037114639 · Participants: 656Aledade 401(k) Savings and Investment PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Aledade 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Aledade 401(k) Savings and Investment Plan side-by-side with 3 peers →

Aledade 401(k) Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Teamsters Union Local No. 142 Annuity Fund in IN ($37M); by covered participants it is The Murphy Oil Corporation 401(k) Plan in TX (656 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (656 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 Aledade 401(k) Savings and Investment Plan assets move in 2022? ▼
Aledade 401(k) Savings and Investment Plan surged - up 35.3% during 2022, from $27M to $37M. Reported net income was $9M.
How have Aledade, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aledade, Inc.'s sponsor-wide assets grew 165.3%, from $37M to $98M.
Where does Aledade 401(k) Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Aledade 401(k) Savings and Investment Plan ranks in the 85th 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 Aledade 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teamsters Union Local No. 142 Annuity Fund in IN ($37M, 887 participants).
Which 401(k) plans cover a similar participant headcount to Aledade 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Murphy Oil Corporation 401(k) Plan in TX (656 participants, $187M 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 465417350.

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.