Profit Sharing · DOL Form 5500 · 2023
Aspirus, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $795M
- Total assets Above avg plan size
- 10,161
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $78,258
- Avg per participant Below avg balance/head
Official DOL plan name: Aspirus, Inc. Retirement Plan · Sponsored by Aspirus, Inc. · Wisconsin · Healthcare & Social Assistance
$795M in assets, 10,161 participants
Aspirus, Inc.'s Aspirus, Inc. Retirement Plan reported $795M in total assets and 10,161 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.
- #17,415 in Healthcare & Social Assistance (17,684 peers)
Coverage in Wisconsin
Aspirus, Inc. Retirement Plan covers 10,161 participants in Wisconsin, 18x the typical Wisconsin plan (state average ~563 per filing). Assets: $795M.
- #17,415
- in Healthcare & Social Assistance (17,684 peers)
- +19.0%
- assets growth YoY
- 8.0×
- vs typical plan assets (national mean)
Aspirus, Inc. Retirement Plan's outsized position by total assets
Aspirus, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$795,181,764 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
Aspirus, Inc. Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aspirus, Inc. Retirement Plan is a mega filing (10,161 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aspirus, Inc. Retirement Plan reported net income rose from -$97M in the plan year 2022 filing to $127M in the plan year 2023 filing.
- Aspirus, Inc. Retirement Plan end-of-year assets rose from $668M in the plan year 2022 filing to $795M in the plan year 2023 filing.
- Aspirus, Inc. Retirement Plan reported participants fell from 10,709 in the plan year 2022 filing to 10,161 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 391328331 · Aspirus, Inc. PY 2023 · Profit Sharing
Aspirus, Inc. Retirement Plan · $795M · 10,161 · 98th
- RANK $795M
- PHOTO 10,161
- IND 98th
- EOY Profit Sharing
- 5500 near Dana-Farber Cancer Institute Retirement Plan
- ASSETS ind #17415
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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Aspirus, Inc. Retirement Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $668M |
|---|---|
| Net Assets (End of Year) | $795M |
| Net Income | $127M |
| Employer EIN | 391328331 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aspirus, Inc.)
Sponsor-wide plan assets over time
All Aspirus, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.0B 28.155427986116948% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 13,487 | $801M |
| 2023 | 2 | 12,515 | $931M |
| 2024 | 2 | 12,339 | $1.0B |
Nearby Profit Sharing Plans in Wisconsin
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund $1.3B · 5,914
- Electrical Workers Local Union 159 Retirement Plan $374M · 1,358
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 $334M · 1,762
- Western Wisconsin Electrical Workers Retirement Plan $293M · 1,217
- Union Individual Account Retirement Fund $280M · 3,203
Scale composition for Aspirus, Inc. Retirement Plan
Aspirus, Inc. Retirement Plan reports $795M in end-of-year assets across 10,161 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $78,258 per participant (57% of the national average assets-per-participant) . Net income for plan year 2023 was $127M.
This plan identity (EIN 391328331, plan #005) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $668M to $893M (+33.7%) while covered participants moved from 10,709 to 10,194 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 10,709 | $668M | Open filing |
| 2023 | 10,161 | $795M | This page |
| 2024 · index core | 10,194 | $893M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Aspirus, Inc. Retirement Plan (Profit Sharing, $893M, 10,194 participants)
- Aspirus, Inc. Frozen 401(a) Plan (Money Purchase, $133M, 2,145 participants)
Aspirus, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Wisconsin, the nearest Profit Sharing by assets is Dana-Farber Cancer Institute Retirement Plan in MA ($788M); by covered participants it is Scpmg Keogh Plan in CA (10,125 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($795M here).
- Dana-Farber Cancer Institute Retirement Plan (MA) $788M · 4,630
- Shv Profit Sharing Plan (CA) $804M · 58
- Les Schwab Profit Sharing Retirement Plan (OR) $805M · 5,463
- Painting Industry Annuity Fund (NY) $812M · 5,509
Similar participant headcount
Nearest other-state filings by covered participants (10,161 participants); asset peers above are excluded.
- Scpmg Keogh Plan (CA) 10,125 · 36 off
- The Research Foundation for Suny Retirement Plan (NY) 10,120 · 41 off
- Baylor College of Medicine Retirement Plan (TX) 10,240 · 79 off
- Accenture United States Discretionary Profit Sharing Plan (IL) 10,078 · 83 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.