401(k) · DOL Form 5500 · 2022

Aspire Financial, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
163
Participants Small participant base
38th
Percentile by assets National rank
$16,155
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Aspire Financial 401(k) Plan · Sponsored by Aspire Financial, Inc. · Texas · Finance & Insurance

$3M in assets, 163 participants

Aspire Financial, Inc.'s Aspire Financial 401(k) Plan reported $3M in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,384 in Finance & Insurance (9,261 peers)

Coverage in Texas

Aspire Financial 401(k) Plan covers 163 participants in Texas, about 24% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#2,384
in Finance & Insurance (9,261 peers)
-9.2%
assets change YoY

The plan reported a net loss of $297K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Aspire Financial 401(k) Plan vs every filed plan by assets

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

$2,633,224 38th percentile higher than 38% 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

Aspire Financial 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. Aspire Financial 401(k) Plan sits mid-pack in the medium band (163 participants).

Plan-year Form 5500 strip

Filing strip 752945170 · Aspire Financial, Inc. PY 2022 · 401(k)

Aspire Financial 401(k) Plan · $3M · 163 · 38th

  • ASSETS $3M
  • PCT 163
  • EIN 38th
  • RANK 401(k)
  • PHOTO near Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan
  • IND ind #2384

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 Texas →

Aspire Financial 401(k) Plan in the asset neighbourhood

Aspire Financial 401(k) Plan$3MGrace Lutheran Foundation, Inc. and Affiliates 401(k) PlanGrace Lutheran Foundation, I…$3MBoston Red Sox 401(k) Plan$3MHabeeb & Associates Architects, Inc. 401(k) Profit Sharing PlanHabeeb & Associates Architec…$3MSmallwood Sign Company, Inc. 401(k) Profit Sharing PlanSmallwood Sign Company, Inc.…$3M
End-of-year total assets ($M) among Aspire Financial 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$297K
Employer EIN752945170
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Aspire Financial 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Aspire Financial 401(k) Plan, Total assets ($B): 0.002633224 · Participants: 163Aspire Financial 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Aspire Financial 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Aspire Financial 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan in WI ($3M); by covered participants it is Orchid Underwriters Agency 401(k) Plan in FL (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Aspire Financial 401(k) Plan assets move in 2022? ▼
Aspire Financial 401(k) Plan pulled back noticeably - down 9.2% during 2022, from $3M to $3M. Reported net income was -$297K.
Which 401(k) plans are similar in size to Aspire Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grace Lutheran Foundation, Inc. and Affiliates 401(k) Plan in WI ($3M, 380 participants).
Which 401(k) plans cover a similar participant headcount to Aspire Financial 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Orchid Underwriters Agency 401(k) Plan in FL (163 participants, N/A 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 752945170.

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.