401(k) · DOL Form 5500 · 2023
Research Square Aje, LLC 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 300
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $64,818
- Avg per participant Low balance/head
Official DOL plan name: Research Square Aje, LLC 401(k) Plan · Sponsored by Research Square Aje, LLC · North Carolina · Administrative & Support Services
$19M in assets, 300 participants
Research Square Aje, LLC's Research Square Aje, LLC 401(k) Plan reported $19M in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #3,747 in Administrative & Support Services (4,372 peers)
Coverage in North Carolina
Research Square Aje, LLC 401(k) Plan covers 300 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $19M.
- #3,747
- in Administrative & Support Services (4,372 peers)
- +27.0%
- assets growth YoY
Research Square Aje, LLC 401(k) Plan's outsized position by total assets
Research Square Aje, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,445,255 Top 28% higher than 72% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Research Square Aje, LLC 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. Research Square Aje, LLC 401(k) Plan sits mid-pack in the medium band (300 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Research Square Aje, LLC 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Research Square Aje, LLC 401(k) Plan end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 412141424 · Research Square Aje, LLC PY 2023 · 401(k)
Research Square Aje, LLC 401(k) Plan · $19M · 300 · 72nd
- BOOK $19M
- VS-ST 300
- BOY 72nd
- SCH 401(k)
- EBSA near Cascadia Healthcare 401(k) Plan
- PART ind #3747
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 Administrative & Support Services retirement plans → · Plans in North Carolina →
Research Square Aje, LLC 401(k) Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 412141424 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Research Square Aje, LLC)
Sponsor-wide plan assets over time
All Research Square Aje, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 22.20454593688321% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 301 | $15M |
| 2023 | 1 | 300 | $19M |
| 2024 | 1 | 195 | $19M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Research Square Aje, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Cascadia Healthcare 401(k) Plan in ID ($19M); by covered participants it is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Cascadia Healthcare 401(k) Plan (ID) $19M · 3,308
- Sifco Industries, Inc. Employees' 401(k) Plan (OH) $19M · 149
- Amberwell Health 401(k) Plan (KS) $19M · 422
- Moors & Cabot, Inc. 401(k) Plan (MA) $19M · 124
Similar participant headcount
Nearest other-state filings by covered participants (300 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.