401(k) · DOL Form 5500 · 2022

Aberdeen Standard Investments 401(k) Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
313
Participants Below avg headcount
95th
Percentile by assets National rank
$547,394
Avg per participant High balance/head
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Official DOL plan name: Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan · Sponsored by Aberdeen Standard Investments · Pennsylvania · Finance & Insurance

$171M in assets, 313 participants

Aberdeen Standard Investments's Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan reported $171M in total assets and 313 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,502 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan covers 313 participants in Pennsylvania, about 38% of the average Pennsylvania filer (state average ~822 per filing). Assets: $171M.

#8,502
in Finance & Insurance (9,261 peers)
-21.6%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$171,334,225 Top 5% higher than 95% 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

Aberdeen Standard Investments Inc. 401(k) Profit Sharing 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. Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (313 participants).

Form 5500 schedule snapshot

Filing strip 510368279 · Aberdeen Standard Investments PY 2022 · 401(k)

Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan · $171M · 313 · 95th

  • PCT $171M
  • EIN 313
  • RANK 95th
  • PHOTO 401(k)
  • IND near Ali Group Retirement Plan
  • EOY ind #8502

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 Pennsylvania →

Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ledvance LLC 401(k) Savings PlanLedvance LLC 401(k) Savings …$172MAli Group Retirement Plan$171MAberdeen Standard Investments Inc. 401(k) Profit Sharing PlanAberdeen Standard Investment…$171MJmb Realty Corporation Employees Savings PlanJmb Realty Corporation Emplo…$171MDiversified Service Options, Inc. Dba Guidewell Source 401(k) Savings PlanDiversified Service Options,…$171M
End-of-year total assets ($M) among Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$218M
Net Assets (End of Year)$171M
Net Income-$47M
Employer EIN510368279
Plan Effective Date1998-10-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Aberdeen Standard Investments)

Sponsor-wide plan assets over time

All Aberdeen Standard Investments plans reported in each filing year

Latest sponsor-wide plan assets
$200M 16.889862489528873% vs 2022
2024 filing year
$160M$170M$180M$190M$200M$210M 202220232024 $171M $200M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 313 $171M
2023 1 285 $189M
2024 1 225 $200M

Nearby 401(k) Plans in Pennsylvania

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

Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.171334225 · Participants: 313Aberdeen Standard Investments Inc. 401(k) Profit Sharing 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
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Ali Group Retirement Plan in IL ($171M); by covered participants it is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($171M here).

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan declined sharply - down 21.6% during 2022, from $218M to $171M. Reported net income was -$47M.
How have Aberdeen Standard Investments plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aberdeen Standard Investments's sponsor-wide assets grew 16.9%, from $171M to $200M.
Where does Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ali Group Retirement Plan in IL ($171M, 2,689 participants).
Which 401(k) plans cover a similar participant headcount to Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants, $43M 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 510368279.

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.