Profit Sharing · DOL Form 5500 · 2023

Aspire Living & Learning, Inc. Profit Sharing Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
996
Participants Near avg headcount
76th
Percentile by assets National rank
$24,810
Avg per participant Low balance/head
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Official DOL plan name: Aspire Living & Learning, Inc. 403(b) Plan · Sponsored by Aspire Living & Learning, Inc. · Vermont · Other Services

$25M in assets, 996 participants

Aspire Living & Learning, Inc.'s Aspire Living & Learning, Inc. 403(b) Plan reported $25M in total assets and 996 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,883 in Other Services (7,857 peers)

Coverage in Vermont

Aspire Living & Learning, Inc. 403(b) Plan covers 996 participants in Vermont, 4.1x the typical Vermont plan (state average ~245 per filing). Assets: $25M.

#6,883
in Other Services (7,857 peers)
+18.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Aspire Living & Learning, Inc. 403(b) Plan's outsized position by total assets

Aspire Living & Learning, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,710,386 Top 24% higher than 76% of 127,068 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 2023

Aspire Living & Learning, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aspire Living & Learning, Inc. 403(b) Plan sits mid-pack in the medium band (996 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aspire Living & Learning, Inc. 403(b) Plan reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Aspire Living & Learning, Inc. 403(b) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 030284103 · Aspire Living & Learning, Inc. PY 2023 · Profit Sharing

Aspire Living & Learning, Inc. 403(b) Plan · $25M · 996 · 76th

  • NET $25M
  • NET 996
  • NET 76th
  • NET Profit Sharing
  • NET near American Society for Quality Retirement Savings Plan
  • NET ind #6883

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 Other Services retirement plans → · Plans in Vermont →

Aspire Living & Learning, Inc. 403(b) Plan in the asset neighbourhood

Universal Bearings LLC Profit Sharing Plan & TrustUniversal Bearings LLC Profi…$25MSouth San Francisco Scavenger Co., Inc. Profit Sharing PlanSouth San Francisco Scavenge…$25MAmerican Society for Quality Retirement Savings PlanAmerican Society for Quality…$25MAspire Living & Learning, Inc. 403(b) PlanAspire Living & Learning, In…$25MHisco Profit Sharing Plan$25M
End-of-year total assets ($M) among Aspire Living & Learning, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Vermont filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN030284103
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspire Living & Learning, Inc.)

Sponsor-wide plan assets over time

All Aspire Living & Learning, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 33.1514932020699% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $27.8M ▲ +33.1%
Year Plans Participants Total Assets
2022 1 1,004 $21M
2023 1 996 $25M
2024 1 1,003 $28M

Nearby Profit Sharing Plans in Vermont

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Aspire Living & Learning, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants Scatter plot of 6 data points. 050010001500 050100150 Total assets ($M) Participants Aspire Living & Learning, Inc. 403(b) Plan, Total assets ($M): 24.710386 · Participants: 996Aspire Living & Learning, Inc. 403(b) PlanChamplain College Defined Contribution Retirement Plan, Total assets ($M): 109.174879 · Participants: 450Champlain College Defined Contribution Retirement PlanRetirement Plan for Employees of Howardcenter, Total assets ($M): 97.55813 · Participants: 1272Retirement Plan for Employees of HowardcenterBurr and Burton Academy 403(b)Plan, Total assets ($M): 27.697369 · Participants: 174Burr and Burton Academy 403(b)PlanThe Putney School 403-B Plan, Total assets ($M): 19.72566 · Participants: 82The Putney School 403-B PlanUniversity of Vermont Foundation 403(b) Plan, Total assets ($M): 16.17965 · Participants: 76University of Vermont Foundation 403(b) Plan
Aspire Living & Learning, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Vermont, assets vs. participants
Compare Aspire Living & Learning, Inc. 403(b) Plan side-by-side with 3 peers →

Aspire Living & Learning, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Vermont, the nearest Profit Sharing by assets is American Society for Quality Retirement Savings Plan in WI ($25M); by covered participants it is Community Medical Centers, Inc. 403(b) Retirement Plan in CA (997 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (996 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Aspire Living & Learning, Inc. 403(b) Plan assets move in 2023? ▼
Aspire Living & Learning, Inc. 403(b) Plan grew sharply - up 18.4% during 2023, from $21M to $25M. Reported net income was $4M.
How have Aspire Living & Learning, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspire Living & Learning, Inc.'s sponsor-wide assets grew 33.2%, from $21M to $28M.
Where does Aspire Living & Learning, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
Aspire Living & Learning, Inc. 403(b) Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Aspire Living & Learning, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is American Society for Quality Retirement Savings Plan in WI ($25M, 141 participants).
Which Profit Sharing plans cover a similar participant headcount to Aspire Living & Learning, Inc. 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Community Medical Centers, Inc. 403(b) Retirement Plan in CA (997 participants, $33M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030284103.

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.