401(k) · DOL Form 5500 · 2023

Asu Enterprise Partners 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
305
Participants Below avg headcount
85th
Percentile by assets National rank
$151,884
Avg per participant Above avg balance/head
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Official DOL plan name: Asu Enterprise Partners 401(k) Plan · Sponsored by Asu Enterprise Partners · Arizona · Educational Services

$46M in assets, 305 participants

Asu Enterprise Partners's Asu Enterprise Partners 401(k) Plan reported $46M in total assets and 305 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,725 in Educational Services (3,735 peers)

Where Asu Enterprise Partners 401(k) Plan sits by assets

Asu Enterprise Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 305 participants (~$151,884/participant), up 26.7% in 2023.

#2,725
in Educational Services (3,735 peers)
+26.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Asu Enterprise Partners 401(k) Plan's outsized position by total assets

Asu Enterprise Partners 401(k) Plan vs every filed plan by assets

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

$46,324,534 Top 15% higher than 85% 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

Asu Enterprise Partners 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. Asu Enterprise Partners 401(k) Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asu Enterprise Partners 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Asu Enterprise Partners 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Asu Enterprise Partners 401(k) Plan reported participants rose from 243 in the plan year 2022 filing to 305 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 475599177 · Asu Enterprise Partners PY 2023 · 401(k)

Asu Enterprise Partners 401(k) Plan · $46M · 305 · 85th

  • TYPE $46M
  • TYPE 305
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near Ezcorp, Inc. 401(k) Plan and Trust
  • TYPE ind #2725

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 Educational Services retirement plans → · Plans in Arizona →

Asu Enterprise Partners 401(k) Plan in the asset neighbourhood

Gulfeagle Supply 401(k) Profit Sharing PlanGulfeagle Supply 401(k) Prof…$46MAsu Enterprise Partners 401(k) PlanAsu Enterprise Partners 401(…$46MEzcorp, Inc. 401(k) Plan and TrustEzcorp, Inc. 401(k) Plan and…$46MCentral Bank Illinois 401(k) Profit Sharing PlanCentral Bank Illinois 401(k)…$46MAll Nippon Airways Retirement PlanAll Nippon Airways Retiremen…$46M
End-of-year total assets ($M) among Asu Enterprise Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$46M
Net Income$10M
Employer EIN475599177
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Asu Enterprise Partners)

Sponsor-wide plan assets over time

All Asu Enterprise Partners plans reported in each filing year

Latest sponsor-wide plan assets
$52M 42.6819862055759% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $36.6M $52.2M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 243 $37M
2023 1 305 $46M
2024 1 325 $52M

Nearby 401(k) Plans in Arizona

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

Asu Enterprise Partners 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Asu Enterprise Partners 401(k) Plan, Total assets ($B): 0.046324534 · Participants: 305Asu Enterprise Partners 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Asu Enterprise Partners 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Asu Enterprise Partners 401(k) Plan side-by-side with 3 peers →

Asu Enterprise Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Ezcorp, Inc. 401(k) Plan and Trust in TX ($46M); by covered participants it is Home-Care Pca LLC 401(k) Profit Sharing Plan & Trust in LA (305 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Asu Enterprise Partners 401(k) Plan assets move in 2023? ▼
Asu Enterprise Partners 401(k) Plan grew sharply - up 26.7% during 2023, from $37M to $46M. Reported net income was $10M.
How have Asu Enterprise Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asu Enterprise Partners's sponsor-wide assets grew 42.7%, from $37M to $52M.
Where does Asu Enterprise Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Asu Enterprise Partners 401(k) Plan ranks in the 85th 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 Asu Enterprise Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ezcorp, Inc. 401(k) Plan and Trust in TX ($46M, 2,933 participants).
Which 401(k) plans cover a similar participant headcount to Asu Enterprise Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Home-Care Pca LLC 401(k) Profit Sharing Plan & Trust in LA (305 participants, $151K 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 475599177.

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.