401(k) · DOL Form 5500 · 2023

Ardian US LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size: 113
Participants Small participant base: 80th
Percentile by assets National rank: $287,311
Avg per participant High balance/head

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Official DOL plan name: Ardian US LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Ardian US LLC · New York · Other Services

$32M in assets, 113 participants

Ardian US LLC's Ardian US LLC 401(k) Profit Sharing Plan & Trust reported $32M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

#7,103 in Other Services (7,857 peers)

Coverage in New York

Ardian US LLC 401(k) Profit Sharing Plan & Trust covers 113 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $32M.

#7,103
in Other Services (7,857 peers): +44.6%
assets growth YoY: 0.3×
vs typical plan assets (national mean)

Ardian US LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Ardian US LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$32,466,187 Top 20% higher than 80% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Ardian US LLC 401(k) Profit Sharing Plan & Trust 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. Ardian US LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (113 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 134067855 · Ardian US LLC PY 2023 · 401(k)

Ardian US LLC 401(k) Profit Sharing Plan & Trust · $32M · 113 · 80th

IND $32M
IND 113
IND 80th
IND 401(k)
IND near Arctos, LLC 401(k) Plan
IND ind #7103

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 New York →

End-of-year total assets ($M) among Ardian US LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$22M
Net Assets (End of Year)	$32M
Net Income	$10M
Employer EIN	134067855
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ardian US LLC)

Latest sponsor-wide plan assets: $44M 35.44086960381273% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	113	$32M
2024	1	124	$44M

Nearby 401(k) Plans in New York

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

Ardian US LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Ardian US LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Ardian US LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Arctos, LLC 401(k) Plan in OH ($32M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Arctos, LLC 401(k) Plan (OH) $32M · 190
Cumberland Insurance Group 401(k) Savings Plan (NJ) $32M · 149
Alliance Physical Therapy Group, LLC 401(k) Plan (MI) $32M · 960
Epic Cpf 401(k) Plan (MA) $32M · 333

Similar participant headcount

Nearest other-state filings by covered participants (113 participants); asset peers above are excluded.

Carteret Management Corporation 401(k) Plan (FL) 113 · 0 off
Centric Bank 401(k) Plan (PA) 113 · 0 off
Clinical Pathology Associates Profit Sharing Plan and Trust (TX) 113 · 0 off
Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust (OH) 113 · 0 off

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 Ardian US LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼

Ardian US LLC 401(k) Profit Sharing Plan & Trust surged - up 44.6% during 2023, from $22M to $32M. Reported net income was $10M.

How have Ardian US LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Ardian US LLC's sponsor-wide assets grew 35.4%, from $32M to $44M.

Where does Ardian US LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Ardian US LLC 401(k) Profit Sharing Plan & Trust ranks in the 80th 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 401(k) plans are similar in size to Ardian US LLC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Arctos, LLC 401(k) Plan in OH ($32M, 190 participants).

Which 401(k) plans cover a similar participant headcount to Ardian US LLC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 134067855.