401(k) · DOL Form 5500 · 2023

Assets, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
260
Participants Below avg headcount
50th
Percentile by assets National rank
$25,987
Avg per participant Low balance/head
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Official DOL plan name: Assets, Inc. 401(k) Plan · Sponsored by Assets, Inc. · Alaska · Healthcare & Social Assistance

$7M in assets, 260 participants

Assets, Inc.'s Assets, Inc. 401(k) Plan reported $7M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #9,825 in Healthcare & Social Assistance (17,684 peers)

Assets, Inc. multi-year trail

Assets, Inc.'s plans moved +21.2% in assets from 2022 to 2024; this filing shows Assets, Inc. 401(k) Plan at $7M / 260 participants.

#9,825
in Healthcare & Social Assistance (17,684 peers)
+9.4%
assets growth YoY

Assets, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Assets, Inc. 401(k) Plan vs every filed plan by assets

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

$6,756,543 Top 50% higher than 50% 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

Assets, Inc. 401(k) Plan 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. Assets, Inc. 401(k) Plan sits mid-pack in the medium band (260 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Assets, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $573K in the plan year 2023 filing.
  • Assets, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Assets, Inc. 401(k) Plan reported participants rose from 256 in the plan year 2022 filing to 260 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 920076696 · Assets, Inc. PY 2023 · 401(k)

Assets, Inc. 401(k) Plan · $7M · 260 · 50th

  • EOY $7M
  • 5500 260
  • ASSETS 50th
  • PCT 401(k)
  • EIN near Moody's Co-Worker Owned, Inc. 401(k) Plan
  • RANK ind #9825

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 Healthcare & Social Assistance retirement plans → · Plans in Alaska →

Assets, Inc. 401(k) Plan in the asset neighbourhood

Assets, Inc. 401(k) Plan$7MMoody's Co-Worker Owned, Inc. 401(k) PlanMoody's Co-Worker Owned, Inc…$7MRid Ventures LLC 401(k) Retirement PlanRid Ventures LLC 401(k) Reti…$7MEstes Thorne & Carr PLLC Retirement PlanEstes Thorne & Carr PLLC Ret…$7MOrthotic Holdings, Inc. 401(k) PlanOrthotic Holdings, Inc. 401(…$7M
End-of-year total assets ($M) among Assets, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Assets, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Assets, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 21.185080985451883% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M 202220232024 $6.17M $7.48M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 256 $6M
2023 1 260 $7M
2024 1 270 $7M

Assets, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$573K
Employer EIN920076696
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alaska

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

Assets, Inc. 401(k) Plan vs. nearby 401(k) plans in Alaska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Assets, Inc. 401(k) Plan, Total assets ($B): 0.006756543 · Participants: 260Assets, Inc. 401(k) PlanArctic Slope Regional Corporation and Subsidiaries Employees Retirement Plan, Total assets ($B): 1.297507306 · Participants: 14281Arctic Slope Regional Corporation and Subsidiaries Employees Retirement PlanGainwell Technologies 401(k) Plan, Total assets ($B): 0.559415606 · Participants: 10596Gainwell Technologies 401(k) PlanCook Inlet Region 401(k) Retirement Plan, Total assets ($B): 0.498406925 · Participants: 5039Cook Inlet Region 401(k) Retirement PlanBristol Bay Native Corporation 401(k) Savings Plan, Total assets ($B): 0.414835549 · Participants: 4851Bristol Bay Native Corporation 401(k) Savings PlanGci 401(k) Plan, Total assets ($B): 0.401720597 · Participants: 1826Gci 401(k) Plan
Assets, Inc. 401(k) Plan vs. nearby 401(k) plans in Alaska, assets vs. participants
Compare Assets, Inc. 401(k) Plan side-by-side with 3 peers →

Assets, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alaska, the nearest 401(k) by assets is Moody's Co-Worker Owned, Inc. 401(k) Plan in ME ($7M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (260 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 Assets, Inc. 401(k) Plan assets move in 2023? ▼
Assets, Inc. 401(k) Plan grew at a solid clip - up 9.4% during 2023, from $6M to $7M. Reported net income was $573K.
How have Assets, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assets, Inc.'s sponsor-wide assets grew 21.2%, from $6M to $7M.
Which 401(k) plans are similar in size to Assets, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moody's Co-Worker Owned, Inc. 401(k) Plan in ME ($7M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Assets, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants, $7M 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 920076696.

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.