401(k) · DOL Form 5500 · 2023

American Specialty Health Incorporated 401(k) Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
1,535
Participants Near avg headcount
92nd
Percentile by assets National rank
$73,593
Avg per participant Below avg balance/head
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Official DOL plan name: American Specialty Health Incorporated 401(k) Savings Plan · Sponsored by American Specialty Health Incorporated · California · Finance & Insurance

$113M in assets, 1,535 participants

American Specialty Health Incorporated's American Specialty Health Incorporated 401(k) Savings Plan reported $113M in total assets and 1,535 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,790 in Finance & Insurance (8,869 peers)

Coverage in California

American Specialty Health Incorporated 401(k) Savings Plan covers 1,535 participants in California, 2.4x the typical California plan (state average ~630 per filing). Assets: $113M.

#7,790
in Finance & Insurance (8,869 peers)
+21.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

American Specialty Health Incorporated 401(k) Savings Plan's outsized position by total assets

American Specialty Health Incorporated 401(k) Savings Plan vs every filed plan by assets

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

$112,965,108 Top 8% higher than 92% 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

American Specialty Health Incorporated 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Specialty Health Incorporated 401(k) Savings Plan lands in the large band (1,535 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Specialty Health Incorporated 401(k) Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • American Specialty Health Incorporated 401(k) Savings Plan end-of-year assets rose from $93M in the plan year 2022 filing to $113M in the plan year 2023 filing.
  • American Specialty Health Incorporated 401(k) Savings Plan reported participants rose from 1,498 in the plan year 2022 filing to 1,535 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 330883241 · American Specialty Health Incorporated PY 2023 · 401(k)

American Specialty Health Incorporated 401(k) Savings Plan · $113M · 1,535 · 92nd

  • 5500 $113M
  • ASSETS 1,535
  • PCT 92nd
  • EIN 401(k)
  • RANK near Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)
  • PHOTO ind #7790

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 Finance & Insurance retirement plans → · Plans in California →

American Specialty Health Incorporated 401(k) Savings Plan in the asset neighbourhood

Man Investments USA Holdings Inc. Savings and Investment PlanMan Investments USA Holdings…$113MAmerican Specialty Health Incorporated 401(k) Savings PlanAmerican Specialty Health In…$113MHospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated)Hospice of the Valley 401(k)…$113MEviden 401(k) Savings Plan$113MBruckner Truck Sales, Inc. Employee Profit Sharing PlanBruckner Truck Sales, Inc. E…$113M
End-of-year total assets ($M) among American Specialty Health Incorporated 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$113M
Net Income$20M
Employer EIN330883241
Plan Effective Date1995-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Specialty Health Incorporated)

Sponsor-wide plan assets over time

All American Specialty Health Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$136M 46.879685573858346% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $92.7M $136M ▲ +46.9%
Year Plans Participants Total Assets
2022 1 1,498 $93M
2023 1 1,535 $113M
2024 1 1,779 $136M

Nearby 401(k) Plans in California

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

American Specialty Health Incorporated 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants American Specialty Health Incorporated 401(k) Savings Plan, Total assets ($B): 0.112965108 · Participants: 1535American Specialty Health Incorporated 401(k) Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
American Specialty Health Incorporated 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare American Specialty Health Incorporated 401(k) Savings Plan side-by-side with 3 peers →

American Specialty Health Incorporated 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) in AZ ($113M); by covered participants it is Kane Warehousing, Inc. Retirement Savings Plan in PA (1,535 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,535 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 American Specialty Health Incorporated 401(k) Savings Plan assets move in 2023? ▼
American Specialty Health Incorporated 401(k) Savings Plan grew sharply - up 21.9% during 2023, from $93M to $113M. Reported net income was $20M.
How have American Specialty Health Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Specialty Health Incorporated's sponsor-wide assets grew 46.9%, from $93M to $136M.
Where does American Specialty Health Incorporated 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
American Specialty Health Incorporated 401(k) Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to American Specialty Health Incorporated 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hospice of the Valley 401(k) Plan & Trust Agreement (Amended and Restated) in AZ ($113M, 1,636 participants).
Which 401(k) plans cover a similar participant headcount to American Specialty Health Incorporated 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kane Warehousing, Inc. Retirement Savings Plan in PA (1,535 participants, $41M 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 330883241.

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.