401(k) · DOL Form 5500 · 2023

Aspen Laud Inc. 401(k) Plan

Data updated 2026-08-25

$503K
Total assets Small plan by assets: 3
Participants Small participant base: 18th
Percentile by assets National rank: $167,674
Avg per participant Above avg balance/head

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Official DOL plan name: Aspen Laud 401(k) Trust · Sponsored by Aspen Laud Inc. · Texas · Real Estate

$503K in assets, 3 participants

Aspen Laud Inc.'s Aspen Laud 401(k) Trust reported $503K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

#1,461 in Real Estate (4,727 peers)

What the 2023 filing shows

Aspen Laud 401(k) Trust holds $503K for 3 participants - about $167,674 per participant, among the smaller plans by assets on file.

#1,461
in Real Estate (4,727 peers): +5.3%
assets growth YoY

Aspen Laud 401(k) Trust among the smaller filed plans by assets

Aspen Laud 401(k) Trust vs every filed plan by assets

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

$503,023 18th percentile higher than 18% 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

Aspen Laud 401(k) Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aspen Laud 401(k) Trust is a micro filing (3 participants), the leftmost band.

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%)

Aspen Laud 401(k) Trust reported net income rose from -$82K in the plan year 2022 filing to $25K in the plan year 2023 filing.
Aspen Laud 401(k) Trust reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
Aspen Laud 401(k) Trust end-of-year assets rose from $478K in the plan year 2022 filing to $503K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 845019900 · Aspen Laud Inc. PY 2023 · 401(k)

Aspen Laud 401(k) Trust · $503K · 3 · 18th

EBSA $503K
PART 3
TYPE 18th
NET 401(k)
BOOK near Almond Dental 401(k) Profit Sharing Plan & Trust
VS-ST ind #1461

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 Real Estate retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Aspen Laud 401(k) Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$478K
Net Assets (End of Year)	$503K
Net Income	$25K
Employer EIN	845019900
Plan Effective Date	2020-03-13
Filing Status	FILING RECEIVED

Sponsor Plan History (Aspen Laud Inc.)

Latest sponsor-wide plan assets: $432K 9.54942697158407% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$478K
2023	1	3	$503K
2024	1	3	$432K

Nearby 401(k) Plans in Texas

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

Aspen Laud 401(k) Trust vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Aspen Laud 401(k) Trust side-by-side with 3 peers →

Aspen Laud 401(k) Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Almond Dental 401(k) Profit Sharing Plan & Trust in UT ($503K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($503K here).

Almond Dental 401(k) Profit Sharing Plan & Trust (UT) $503K · 5
Rolling Stock Inc 401(k) (ID) $503K · 63
Buchbinder & Elegant, P.a. 401(k) Profit Sharing Plan (FL) $503K · 3
Baum, Smith LLC 401(k) Psp&t (OR) $503K · 7

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
P&j Holdings, Inc. 401(k) Profit Sharing Plan (MN) 3 · 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 Aspen Laud 401(k) Trust assets move in 2023? ▼

Aspen Laud 401(k) Trust grew at a solid clip - up 5.3% during 2023, from $478K to $503K. Reported net income was $25K.

How have Aspen Laud Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aspen Laud Inc.'s sponsor-wide assets declined 9.5%, from $478K to $432K.

Where does Aspen Laud 401(k) Trust rank by assets among Form 5500 filers? ▼

Aspen Laud 401(k) Trust ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Aspen Laud 401(k) Trust? ▼

Among 401(k) plans in other states, the closest by assets is Almond Dental 401(k) Profit Sharing Plan & Trust in UT ($503K, 5 participants).

Which 401(k) plans cover a similar participant headcount to Aspen Laud 401(k) Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A 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 845019900.