401(k) · DOL Form 5500 · 2023
Ascensus, LLC. 401(k) Plan
Data updated 2026-08-11
- $538M
- Total assets
- 5,449
- Participants
- 98th
- Percentile by assets
- $98,824
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $538M
- total plan assets (2023 EOY)
- 5,449
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $98,824
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Ascensus, LLC 401(k) Savings Plan reports 5,449 participants - 6.6x that state average ($538M EOY assets).
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.)
| 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.
Ascensus, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ascensus, LLC 401(k) Savings Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Ascensus, LLC 401(k) Savings Plan assets move in 2023? ▼
How have Ascensus, LLC. plan assets changed over time? ▼
Where does Ascensus, LLC 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ascensus, LLC 401(k) Savings Plan? ▼
Next read for Ascensus, LLC 401(k) Savings Plan
Filing takeaways
Ways to act on Ascensus, LLC 401(k) Savings Plan's numbers.
- By total assets, Ascensus, LLC 401(k) Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
- Ascensus, LLC.'s sponsor-wide assets have grown 18560.5% since 2022 across 3 plan years on file. More Finance & Insurance plans