401(k) · DOL Form 5500 · 2023

Aspiriant LLC 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
227
Participants Below avg headcount
88th
Percentile by assets National rank
$280,365
Avg per participant High balance/head
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Official DOL plan name: Aspiriant 401(k) and Profit Sharing Plan · Sponsored by Aspiriant LLC · California · Finance & Insurance

$64M in assets, 227 participants

Aspiriant LLC's Aspiriant 401(k) and Profit Sharing Plan reported $64M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,206 in Finance & Insurance (8,869 peers)

Coverage in California

Aspiriant 401(k) and Profit Sharing Plan covers 227 participants in California, about 36% of the average California filer (state average ~630 per filing). Assets: $64M.

#7,206
in Finance & Insurance (8,869 peers)
+21.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Aspiriant 401(k) and Profit Sharing Plan's outsized position by total assets

Aspiriant 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$63,642,934 Top 12% higher than 88% 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

Aspiriant 401(k) and Profit Sharing 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. Aspiriant 401(k) and Profit Sharing Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aspiriant 401(k) and Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Aspiriant 401(k) and Profit Sharing Plan end-of-year assets rose from $53M in the plan year 2022 filing to $64M in the plan year 2023 filing.
  • Aspiriant 401(k) and Profit Sharing Plan reported participants rose from 209 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 261518255 · Aspiriant LLC PY 2023 · 401(k)

Aspiriant 401(k) and Profit Sharing Plan · $64M · 227 · 88th

  • TYPE $64M
  • TYPE 227
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Peoples Bank Salary Investment & Profit Sharing Plan
  • TYPE ind #7206

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 California →

Aspiriant 401(k) and Profit Sharing Plan in the asset neighbourhood

Altra Federal Credit Union 401(k) Plan and TrustAltra Federal Credit Union 4…$64MAspiriant 401(k) and Profit Sharing PlanAspiriant 401(k) and Profit …$64MPeoples Bank Salary Investment & Profit Sharing PlanPeoples Bank Salary Investme…$64MGrow Financial Federal Credit Union 401(k) PlanGrow Financial Federal Credi…$64MGrain Craft 401(k) Plan$64M
End-of-year total assets ($M) among Aspiriant 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$64M
Net Income$11M
Employer EIN261518255
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspiriant LLC)

Sponsor-wide plan assets over time

All Aspiriant LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 43.342227244332% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.6M $75.4M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 209 $53M
2023 1 227 $64M
2024 1 222 $75M

Nearby 401(k) Plans in California

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

Aspiriant 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aspiriant 401(k) and Profit Sharing Plan, Total assets ($B): 0.063642934 · Participants: 227Aspiriant 401(k) and Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Aspiriant 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aspiriant 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Aspiriant 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Peoples Bank Salary Investment & Profit Sharing Plan in WA ($64M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Aspiriant 401(k) and Profit Sharing Plan assets move in 2023? ▼
Aspiriant 401(k) and Profit Sharing Plan grew sharply - up 21.0% during 2023, from $53M to $64M. Reported net income was $11M.
How have Aspiriant LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspiriant LLC's sponsor-wide assets grew 43.3%, from $53M to $75M.
Where does Aspiriant 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Aspiriant 401(k) and Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aspiriant 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peoples Bank Salary Investment & Profit Sharing Plan in WA ($64M, 452 participants).
Which 401(k) plans cover a similar participant headcount to Aspiriant 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants, $2M 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 261518255.

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.