401(k) · DOL Form 5500 · 2023

Aspen Environmental Group 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
61
Participants Small participant base
65th
Percentile by assets National rank
$223,262
Avg per participant Above avg balance/head
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Official DOL plan name: Aspen Environmental Group 401(k) Salary Reduction Plan and Trust · Sponsored by Aspen Environmental Group · California · Professional & Technical Services

$14M in assets, 61 participants

Aspen Environmental Group's Aspen Environmental Group 401(k) Salary Reduction Plan and Trust reported $14M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,092 in Professional & Technical Services (20,321 peers)

Aspen Environmental Group multi-year trail

Aspen Environmental Group's plans moved +39.9% in assets from 2022 to 2024; this filing shows Aspen Environmental Group 401(k) Salary Reduction Plan and Trust at $14M / 61 participants.

#13,092
in Professional & Technical Services (20,321 peers)
+19.5%
assets growth YoY

Aspen Environmental Group 401(k) Salary Reduction Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Aspen Environmental Group 401(k) Salary Reduction Plan and Trust vs every filed plan by assets

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

$13,618,992 Top 35% higher than 65% 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

Aspen Environmental Group 401(k) Salary Reduction Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aspen Environmental Group 401(k) Salary Reduction Plan and Trust is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aspen Environmental Group 401(k) Salary Reduction Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aspen Environmental Group 401(k) Salary Reduction Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Aspen Environmental Group 401(k) Salary Reduction Plan and Trust reported participants rose from 58 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 954337914 · Aspen Environmental Group PY 2023 · 401(k)

Aspen Environmental Group 401(k) Salary Reduction Plan and Trust · $14M · 61 · 65th

  • PART $14M
  • TYPE 61
  • NET 65th
  • BOOK 401(k)
  • VS-ST near Welker, Inc. 401(k) Profit Sharing Plan & Trust
  • BOY ind #13092

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 Professional & Technical Services retirement plans → · Plans in California →

Aspen Environmental Group 401(k) Salary Reduction Plan and Trust in the asset neighbourhood

Aspen Environmental Group 401(k) Salary Reduction Plan and TrustAspen Environmental Group 40…$14MWelker, Inc. 401(k) Profit Sharing Plan & TrustWelker, Inc. 401(k) Profit S…$14MBud Clary Automotive Group 401(k) PlanBud Clary Automotive Group 4…$14MGranite Federal Credit Union 401(k) Plan and TrustGranite Federal Credit Union…$14MIndiana Physical Therapy, Inc. 401(k) Salary Reduction Plan & TrustIndiana Physical Therapy, In…$14M
End-of-year total assets ($M) among Aspen Environmental Group 401(k) Salary Reduction Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aspen Environmental Group multi-year asset trail

Sponsor-wide plan assets over time

All Aspen Environmental Group plans reported in each filing year

Latest sponsor-wide plan assets
$16M 39.91743319508743% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $16M ▲ +39.9%
Year Plans Participants Total Assets
2022 1 58 $11M
2023 1 61 $14M
2024 1 69 $16M

Aspen Environmental Group filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN954337914
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Aspen Environmental Group 401(k) Salary Reduction Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aspen Environmental Group 401(k) Salary Reduction Plan and Trust, Total assets ($B): 0.013618992 · Participants: 61Aspen Environmental Group 401(k) Salary Reduction Plan and TrustWells 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
Aspen Environmental Group 401(k) Salary Reduction Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Aspen Environmental Group 401(k) Salary Reduction Plan and Trust side-by-side with 3 peers →

Aspen Environmental Group 401(k) Salary Reduction Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Welker, Inc. 401(k) Profit Sharing Plan & Trust in TX ($14M); by covered participants it is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Aspen Environmental Group 401(k) Salary Reduction Plan and Trust assets move in 2023? ▼
Aspen Environmental Group 401(k) Salary Reduction Plan and Trust grew sharply - up 19.5% during 2023, from $11M to $14M. Reported net income was $2M.
How have Aspen Environmental Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspen Environmental Group's sponsor-wide assets grew 39.9%, from $11M to $16M.
Which 401(k) plans are similar in size to Aspen Environmental Group 401(k) Salary Reduction Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Welker, Inc. 401(k) Profit Sharing Plan & Trust in TX ($14M, 88 participants).
Which 401(k) plans cover a similar participant headcount to Aspen Environmental Group 401(k) Salary Reduction Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Trex Commercial Products 401(k) Plan and Trust in MN (61 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 954337914.

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.