401(k) · DOL Form 5500 · 2023
Ascensus, LLC. 401(k) Plan
Data updated 2026-08-25
- $538M
- Total assets Above avg plan size
- 5,449
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $98,824
- Avg per participant Below avg balance/head
Official DOL plan name: Ascensus, LLC 401(k) Savings Plan · Sponsored by Ascensus, LLC. · Pennsylvania · Finance & Insurance
$538M in assets, 5,449 participants
Ascensus, LLC.'s Ascensus, LLC 401(k) Savings Plan reported $538M in total assets and 5,449 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #8,492 in Finance & Insurance (8,869 peers)
Coverage in Pennsylvania
Ascensus, LLC 401(k) Savings Plan covers 5,449 participants in Pennsylvania, 6.6x the typical Pennsylvania plan (state average ~822 per filing). Assets: $538M.
- #8,492
- in Finance & Insurance (8,869 peers)
- +22.5%
- assets growth YoY
- 5.4×
- vs typical plan assets (national mean)
Ascensus, LLC 401(k) Savings Plan's outsized position by total assets
Ascensus, LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$538,492,406 Top 2% higher than 98% 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
Ascensus, LLC 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ascensus, LLC 401(k) Savings Plan lands in the large band (5,449 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ascensus, LLC 401(k) Savings Plan end-of-year assets rose from $3M in the plan year 2022 filing to $538M in the plan year 2023 filing.
- Ascensus, LLC 401(k) Savings Plan reported net income rose from $977K in the plan year 2022 filing to $99M in the plan year 2023 filing.
- Ascensus, LLC 401(k) Savings Plan reported participants rose from 285 in the plan year 2022 filing to 5,449 in the plan year 2023 filing.
DOL schedule card
Filing strip 113665754 · Ascensus, LLC. PY 2023 · 401(k)
Ascensus, LLC 401(k) Savings Plan · $538M · 5,449 · 98th
- ASSETS $538M
- PCT 5,449
- EIN 98th
- RANK 401(k)
- PHOTO near V2x 401(k) Retirement Plan
- IND ind #8492
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 Pennsylvania →
Ascensus, LLC 401(k) Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $440M |
|---|---|
| Net Assets (End of Year) | $538M |
| Net Income | $99M |
| Employer EIN | 113665754 |
| Plan Effective Date | 2007-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ascensus, LLC.)
Sponsor-wide plan assets over time
All Ascensus, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $622M 18560.520345728677% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 285 | $3M |
| 2023 | 1 | 5,449 | $538M |
| 2024 | 1 | 4,998 | $622M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
Scale composition for Ascensus, LLC 401(k) Savings Plan
Ascensus, LLC 401(k) Savings Plan reports $538M in end-of-year assets across 5,449 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $98,824 per participant (71% of the national average assets-per-participant) . Net income for plan year 2023 was $99M.
This plan identity (EIN 113665754, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3M to $622M (+18560.5%) while covered participants moved from 285 to 4,998 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 285 | $3M | Open filing |
| 2023 | 5,449 | $538M | This page |
| 2024 · index core | 4,998 | $622M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ascensus, LLC 401(k) Savings Plan (401(k), $622M, 4,998 participants)
Ascensus, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is V2x 401(k) Retirement Plan in MS ($538M); by covered participants it is Sage 401(k) Retirement & Savings Plan in CO (5,451 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($538M here).
- V2x 401(k) Retirement Plan (MS) $538M · 6,807
- Safran Retirement and Savings Account Plan (TX) $538M · 3,058
- Energizer 401(k) Plan (MO) $538M · 1,946
- Adtalem Global Education Retirement Plan (IL) $538M · 4,231
Similar participant headcount
Nearest other-state filings by covered participants (5,449 participants); asset peers above are excluded.
- Sage 401(k) Retirement & Savings Plan (CO) 5,451 · 2 off
- Fareway Stores, Inc. 401(k) Profit Sharing Plan (IA) 5,452 · 3 off
- Northgate Gonzalez Markets, Inc. 401(k) Retirement Savings Plan (CA) 5,446 · 3 off
- Univar Solutions 401(k) Plan (IL) 5,442 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.