401(k) · DOL Form 5500 · 2023

Ascendium Education Group, Inc. 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
262
Participants Below avg headcount
91st
Percentile by assets National rank
$345,811
Avg per participant High balance/head
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Official DOL plan name: Ascendium Education Group, Inc. 401(k) Plan · Sponsored by Ascendium Education Group, Inc. · Wisconsin · Finance & Insurance

$91M in assets, 262 participants

Ascendium Education Group, Inc.'s Ascendium Education Group, Inc. 401(k) Plan reported $91M in total assets and 262 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,587 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Ascendium Education Group, Inc. 401(k) Plan covers 262 participants in Wisconsin, about 47% of the average Wisconsin filer (state average ~563 per filing). Assets: $91M.

#7,587
in Finance & Insurance (8,869 peers)
+15.4%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Ascendium Education Group, Inc. 401(k) Plan's outsized position by total assets

Ascendium Education Group, Inc. 401(k) Plan vs every filed plan by assets

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

$90,602,574 Top 9% higher than 91% 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

Ascendium Education Group, 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. Ascendium Education Group, Inc. 401(k) Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ascendium Education Group, Inc. 401(k) Plan reported net income rose from -$19M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Ascendium Education Group, Inc. 401(k) Plan end-of-year assets rose from $79M in the plan year 2022 filing to $91M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391090394 · Ascendium Education Group, Inc. PY 2023 · 401(k)

Ascendium Education Group, Inc. 401(k) Plan · $91M · 262 · 91st

  • ASSETS $91M
  • ASSETS 262
  • ASSETS 91st
  • ASSETS 401(k)
  • ASSETS near Oltmans Companies Profit Sharing Plan
  • ASSETS ind #7587

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 Wisconsin →

Ascendium Education Group, Inc. 401(k) Plan in the asset neighbourhood

Nixon Peabody LLP Retirement Savings Plan for Associate AttorneysNixon Peabody LLP Retirement…$91MAscendium Education Group, Inc. 401(k) PlanAscendium Education Group, I…$91MOltmans Companies Profit Sharing PlanOltmans Companies Profit Sha…$91MWsb LLC 401(k) New Comparability Plan and TrustWsb LLC 401(k) New Comparabi…$91MThe Hain Celestial Group 401(k) PlanThe Hain Celestial Group 401…$91M
End-of-year total assets ($M) among Ascendium Education Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$91M
Net Income$12M
Employer EIN391090394
Plan Effective Date2002-01-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascendium Education Group, Inc.)

Sponsor-wide plan assets over time

All Ascendium Education Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$102M 29.595319984874134% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.5M $102M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 262 $79M
2023 1 262 $91M
2024 1 273 $102M

Nearby 401(k) Plans in Wisconsin

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

Ascendium Education Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Ascendium Education Group, Inc. 401(k) Plan, Total assets ($B): 0.090602574 · Participants: 262Ascendium Education Group, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Ascendium Education Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Ascendium Education Group, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Oltmans Companies Profit Sharing Plan in CA ($91M); by covered participants it is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Ascendium Education Group, Inc. 401(k) Plan assets move in 2023? ▼
Ascendium Education Group, Inc. 401(k) Plan grew sharply - up 15.4% during 2023, from $79M to $91M. Reported net income was $12M.
How have Ascendium Education Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascendium Education Group, Inc.'s sponsor-wide assets grew 29.6%, from $79M to $102M.
Where does Ascendium Education Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Ascendium Education Group, Inc. 401(k) Plan ranks in the 91st 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 Ascendium Education Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oltmans Companies Profit Sharing Plan in CA ($91M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Ascendium Education Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Somerset Cpas, P.C. Profit Sharing and 401(k) Savings Plan in IN (262 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 391090394.

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.