401(k) · DOL Form 5500 · 2022

Generations Ashe 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
101
Participants Small participant base
31st
Percentile by assets National rank
$16,879
Avg per participant Low balance/head
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Official DOL plan name: Generations Ashe Retirement Savings Plan · Sponsored by Generations Ashe · North Carolina · Healthcare & Social Assistance

$2M in assets, 101 participants

Generations Ashe's Generations Ashe Retirement Savings Plan reported $2M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,296 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Generations Ashe Retirement Savings Plan covers 101 participants in North Carolina, about 12% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#6,296
in Healthcare & Social Assistance (20,060 peers)
+1.8%
assets growth YoY

Generations Ashe Retirement Savings Plan among the smaller filed plans by assets

Generations Ashe Retirement Savings Plan vs every filed plan by assets

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

$1,704,806 31st percentile higher than 31% 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

Generations Ashe Retirement Savings 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. Generations Ashe Retirement Savings Plan sits mid-pack in the medium band (101 participants).

Published 5500 schedule card

Filing strip 591762020 · Generations Ashe PY 2022 · 401(k)

Generations Ashe Retirement Savings Plan · $2M · 101 · 31st

  • PART $2M
  • TYPE 101
  • NET 31st
  • BOOK 401(k)
  • VS-ST near La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust
  • BOY ind #6296

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Generations Ashe Retirement Savings Plan in the asset neighbourhood

Sons Bavarian LLC Dba Bmw/Mini of South Atlanta 401(k) PlanSons Bavarian LLC Dba Bmw/Mi…$2MGenerations Ashe Retirement Savings PlanGenerations Ashe Retirement …$2MLa Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & TrustLa Rosa Del Monte Express (N…$2MNial S. Peterson, D.D.S. 401(k) Profit Sharing Plan and TrustNial S. Peterson, D.D.S. 401…$2ML Kang Inc 401(k)$2M
End-of-year total assets ($M) among Generations Ashe Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$28K
Employer EIN591762020
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Generations Ashe)

Sponsor-wide plan assets over time

All Generations Ashe plans reported in each filing year

Latest sponsor-wide plan assets
$2M 10.61610529291896% vs 2022
2023 filing year
$1.6M$1.7M$1.8M$1.9M$2M 20222023 $1.7M $1.89M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 101 $2M
2023 1 103 $2M

Nearby 401(k) Plans in North Carolina

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

Generations Ashe Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Generations Ashe Retirement Savings Plan, Total assets ($B): 0.001704806 · Participants: 101Generations Ashe Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Generations Ashe Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Generations Ashe Retirement Savings Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY ($2M); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Generations Ashe Retirement Savings Plan assets move in 2022? ▼
Generations Ashe Retirement Savings Plan edged up modestly - up 1.8% during 2022, from $2M to $2M. Reported net income was $28K.
How have Generations Ashe plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Generations Ashe's sponsor-wide assets grew 10.6%, from $2M to $2M.
Which 401(k) plans are similar in size to Generations Ashe Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is La Rosa Del Monte Express (New York), LLC 401(k) Profit Sharing Plan & Trust in NY ($2M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Generations Ashe Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 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 591762020.

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.