401(k) · DOL Form 5500 · 2022

Ascot US Holding Corporation 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
342
Participants Below avg headcount
84th
Percentile by assets National rank
$98,040
Avg per participant Below avg balance/head
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Official DOL plan name: Ascot 401(k) Retirement Plan · Sponsored by Ascot US Holding Corporation · New York · Finance & Insurance

$34M in assets, 342 participants

Ascot US Holding Corporation's Ascot 401(k) Retirement Plan reported $34M in total assets and 342 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,875 in Finance & Insurance (9,261 peers)

Coverage in New York

Ascot 401(k) Retirement Plan covers 342 participants in New York, about 43% of the average New York filer (state average ~798 per filing). Assets: $34M.

#6,875
in Finance & Insurance (9,261 peers)
+10.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ascot 401(k) Retirement Plan's outsized position by total assets

Ascot 401(k) Retirement Plan vs every filed plan by assets

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

$33,529,736 Top 16% higher than 84% 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

Ascot 401(k) Retirement 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. Ascot 401(k) Retirement Plan sits mid-pack in the medium band (342 participants).

Form 5500 schedule snapshot

Filing strip 822798478 · Ascot US Holding Corporation PY 2022 · 401(k)

Ascot 401(k) Retirement Plan · $34M · 342 · 84th

  • VS-ST $34M
  • BOY 342
  • SCH 84th
  • EBSA 401(k)
  • PART near Endura Products, Inc. 401(k) Profit Sharing Plan and Trust
  • TYPE ind #6875

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 New York →

Ascot 401(k) Retirement Plan in the asset neighbourhood

Loop Capital Markets, LLC 401(k) Plan & TrustLoop Capital Markets, LLC 40…$34MAscot 401(k) Retirement Plan$34MEndura Products, Inc. 401(k) Profit Sharing Plan and TrustEndura Products, Inc. 401(k)…$34MClipper Magazine, LLC 401(k) PlanClipper Magazine, LLC 401(k)…$34MCreative Management Services, LLC 401(k) PlanCreative Management Services…$34M
End-of-year total assets ($M) among Ascot 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$34M
Net Income$3M
Employer EIN822798478
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascot US Holding Corporation)

Sponsor-wide plan assets over time

All Ascot US Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$66M 98.22687240961277% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $33.5M $66.5M ▲ +98.2%
Year Plans Participants Total Assets
2022 1 342 $34M
2023 1 419 $49M
2024 1 483 $66M

Nearby 401(k) Plans in New York

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

Ascot 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ascot 401(k) Retirement Plan, Total assets ($B): 0.033529736 · Participants: 342Ascot 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Ascot 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ascot 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Endura Products, Inc. 401(k) Profit Sharing Plan and Trust in NC ($34M); by covered participants it is Culinaire 401(k) Plan in TX (342 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (342 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 Ascot 401(k) Retirement Plan assets move in 2022? ▼
Ascot 401(k) Retirement Plan grew at a solid clip - up 10.9% during 2022, from $30M to $34M. Reported net income was $3M.
How have Ascot US Holding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascot US Holding Corporation's sponsor-wide assets grew 98.2%, from $34M to $66M.
Where does Ascot 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ascot 401(k) Retirement Plan ranks in the 84th 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 Ascot 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Endura Products, Inc. 401(k) Profit Sharing Plan and Trust in NC ($34M, 769 participants).
Which 401(k) plans cover a similar participant headcount to Ascot 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culinaire 401(k) Plan in TX (342 participants, $8M 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 822798478.

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.