Profit Sharing · DOL Form 5500 · 2023
Aspire Living & Learning, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $25M
- Total assets
- 996
- Participants
- 76th
- Percentile by assets
- $24,810
- Avg per participant
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.
- 76th percentile by assets (of 127,072 plans)
- #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.
- $25M
- total plan assets (2023 EOY)
- 996
- covered participants
- 76th
- percentile by assets (of 127,072 plans)
- $24,810
- avg assets per participant
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.
Participants vs Vermont filers
In Vermont, the average filing covers about 245 participants across 327 plans. Aspire Living & Learning, Inc. 403(b) Plan reports 996 participants - 4.1x that state average ($25M EOY assets).
Vermont filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $25M |
| Net Income | $4M |
| Employer EIN | 030284103 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aspire Living & Learning, Inc.)
| 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
- Champlain College Defined Contribution Retirement Plan $109M · 450
- Retirement Plan for Employees of Howardcenter $98M · 1,272
- Burr and Burton Academy 403(b)Plan $28M · 174
- The Putney School 403-B Plan $20M · 82
- University of Vermont Foundation 403(b) Plan $16M · 76
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Aspire Living & Learning, Inc. 403(b) Plan by total assets, not by location.
Frequently Asked Questions
How did Aspire Living & Learning, Inc. 403(b) Plan assets move in 2023? ▼
How have Aspire Living & Learning, Inc. plan assets changed over time? ▼
Where does Aspire Living & Learning, Inc. 403(b) Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Aspire Living & Learning, Inc. 403(b) Plan's numbers.
- By total assets, Aspire Living & Learning, Inc. 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Vermont. Compare plans
- Aspire Living & Learning, Inc.'s sponsor-wide assets have grown 33.2% since 2022 across 3 plan years on file. More Other Services plans