401(k) · DOL Form 5500 · 2023

Aspen Group, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
888
Participants Near avg headcount
45th
Percentile by assets National rank
$5,784
Avg per participant Low balance/head
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Official DOL plan name: Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Aspen Group, Inc. · Arizona · Professional & Technical Services

$5M in assets, 888 participants

Aspen Group, Inc.'s Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 888 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #8,684 in Professional & Technical Services (20,321 peers)

Aspen Group, Inc. multi-year trail

Aspen Group, Inc.'s plans moved +32.3% in assets from 2022 to 2024; this filing shows Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust at $5M / 888 participants.

#8,684
in Professional & Technical Services (20,321 peers)
+19.7%
assets growth YoY

Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$5,136,181 45th percentile higher than 45% 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 Group, Inc. 401(k) Profit Sharing Plan and Trust 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. Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (888 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from -$337K in the plan year 2022 filing to $844K in the plan year 2023 filing.
  • Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust reported participants fell from 966 in the plan year 2022 filing to 888 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 271933597 · Aspen Group, Inc. PY 2023 · 401(k)

Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust · $5M · 888 · 45th

  • NET $5M
  • NET 888
  • NET 45th
  • NET 401(k)
  • NET near Tax Mam, Inc. Profit Sharing Plan
  • NET ind #8684

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 Arizona →

Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Aspen Group, Inc. 401(k) Profit Sharing Plan and TrustAspen Group, Inc. 401(k) Pro…$5MTax Mam, Inc. Profit Sharing PlanTax Mam, Inc. Profit Sharing…$5MThe Buccaneer, Inc 401(k) PlanThe Buccaneer, Inc 401(k) Pl…$5MJavara Inc Long Term Savings PlanJavara Inc Long Term Savings…$5MMel's Water Service Inc Profit Sharing PlanMel's Water Service Inc Prof…$5M
End-of-year total assets ($M) among Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aspen Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aspen Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 32.30403900081609% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.29M $5.68M ▲ +32.4%
Year Plans Participants Total Assets
2022 1 966 $4M
2023 1 888 $5M
2024 1 784 $6M

Aspen Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$844K
Employer EIN271933597
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.005136181 · Participants: 888Aspen Group, Inc. 401(k) Profit Sharing Plan and TrustBechtel 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
Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Tax Mam, Inc. Profit Sharing Plan in CA ($5M); by covered participants it is Cart.Com Retirement Plan in TX (888 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (888 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 Group, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 19.7% during 2023, from $4M to $5M. Reported net income was $844K.
How have Aspen Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspen Group, Inc.'s sponsor-wide assets grew 32.3%, from $4M to $6M.
Which 401(k) plans are similar in size to Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tax Mam, Inc. Profit Sharing Plan in CA ($5M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Aspen Group, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cart.Com Retirement Plan in TX (888 participants, $13M 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 271933597.

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.