401(k) · DOL Form 5500 · 2023

Assertio Management, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
71
Participants Small participant base
69th
Percentile by assets National rank
$226,715
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Assertio Management, LLC 401(k) Retirement Plan · Sponsored by Assertio Management, LLC · Illinois · Manufacturing

$16M in assets, 71 participants

Assertio Management, LLC's Assertio Management, LLC 401(k) Retirement Plan reported $16M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,729 in Manufacturing (18,722 peers)

Assertio Management, LLC multi-year trail

Assertio Management, LLC's plans moved +282.7% in assets from 2022 to 2024; this filing shows Assertio Management, LLC 401(k) Retirement Plan at $16M / 71 participants.

#10,729
in Manufacturing (18,722 peers)
+8.6%
assets growth YoY

Assertio Management, LLC 401(k) Retirement Plan's outsized position by total assets

Assertio Management, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$16,096,743 Top 31% higher than 69% 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

Assertio Management, LLC 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Assertio Management, LLC 401(k) Retirement Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Assertio Management, LLC 401(k) Retirement Plan reported participants rose from 20 in the plan year 2022 filing to 71 in the plan year 2023 filing.
  • Assertio Management, LLC 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Assertio Management, LLC 401(k) Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850772867 · Assertio Management, LLC PY 2023 · 401(k)

Assertio Management, LLC 401(k) Retirement Plan · $16M · 71 · 69th

  • PCT $16M
  • EIN 71
  • RANK 69th
  • PHOTO 401(k)
  • IND near Mueller Retirement Savings 401(k) Plan
  • EOY ind #10729

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 Manufacturing retirement plans → · Plans in Illinois →

Assertio Management, LLC 401(k) Retirement Plan in the asset neighbourhood

Assertio Management, LLC 401(k) Retirement PlanAssertio Management, LLC 401…$16MMueller Retirement Savings 401(k) PlanMueller Retirement Savings 4…$16MBete Fog Nozzle, Inc. Retirement ProgramBete Fog Nozzle, Inc. Retire…$16MGradient Financial Group LLC 401(k) Profit Sharing Plan & TrustGradient Financial Group LLC…$16MU. S. Digital Corp. Profit Sharing Retirement PlanU. S. Digital Corp. Profit S…$16M
End-of-year total assets ($M) among Assertio Management, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Assertio Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Assertio Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$57M 282.701071993953% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $14.8M $56.7M ▲ +282.7%
Year Plans Participants Total Assets
2022 1 20 $15M
2023 1 71 $16M
2024 3 327 $57M

Assertio Management, LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN850772867
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Assertio Management, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Assertio Management, LLC 401(k) Retirement Plan, Total assets ($B): 0.016096743 · Participants: 71Assertio Management, LLC 401(k) Retirement PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Assertio Management, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Assertio Management, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Assertio Management, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mueller Retirement Savings 401(k) Plan in TN ($16M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Assertio Management, LLC 401(k) Retirement Plan assets move in 2023? ▼
Assertio Management, LLC 401(k) Retirement Plan grew at a solid clip - up 8.6% during 2023, from $15M to $16M. Reported net income was $1M.
How have Assertio Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assertio Management, LLC's sponsor-wide assets grew 282.7%, from $15M to $57M.
Which 401(k) plans are similar in size to Assertio Management, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mueller Retirement Savings 401(k) Plan in TN ($16M, 963 participants).
Which 401(k) plans cover a similar participant headcount to Assertio Management, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 850772867.

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.