401(k) · DOL Form 5500 · 2023
Aberdeen Standard Investments 401(k) Plan
Data updated 2026-08-25
- $189M
- Total assets Near avg plan size
- 285
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $664,093
- Avg per participant High balance/head
Official DOL plan name: Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan · Sponsored by Aberdeen Standard Investments · Pennsylvania · Finance & Insurance
$189M in assets, 285 participants
Aberdeen Standard Investments's Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan reported $189M in total assets and 285 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #8,095 in Finance & Insurance (8,869 peers)
Coverage in Pennsylvania
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan covers 285 participants in Pennsylvania, about 35% of the average Pennsylvania filer (state average ~822 per filing). Assets: $189M.
- #8,095
- in Finance & Insurance (8,869 peers)
- +10.5%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$189,266,490 Top 5% higher than 95% 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
Aberdeen Standard Investments Inc. 401(k) 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. Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (285 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan reported net income rose from -$47M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $171M in the plan year 2022 filing to $189M in the plan year 2023 filing.
- Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan reported participants fell from 313 in the plan year 2022 filing to 285 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 510368279 · Aberdeen Standard Investments PY 2023 · 401(k)
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan · $189M · 285 · 95th
- EBSA $189M
- PART 285
- TYPE 95th
- NET 401(k)
- BOOK near Southern Graphics Inc. Savings Plan
- VS-ST ind #8095
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 →
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $171M |
|---|---|
| Net Assets (End of Year) | $189M |
| Net Income | $18M |
| Employer EIN | 510368279 |
| Plan Effective Date | 1998-10-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aberdeen Standard Investments)
Sponsor-wide plan assets over time
All Aberdeen Standard Investments plans reported in each filing year
- Latest sponsor-wide plan assets
- $200M 16.889862489528873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 313 | $171M |
| 2023 | 1 | 285 | $189M |
| 2024 | 1 | 225 | $200M |
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
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Southern Graphics Inc. Savings Plan in KY ($189M); by covered participants it is Don Miller 401(k) Plan in WI (285 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($189M here).
- Southern Graphics Inc. Savings Plan (KY) $189M · 1,371
- Renaissance Learning, Inc. 401(k) Savings Plan (WI) $189M · 1,826
- Thrift Plan for Employees of the American Bar Association and Affiliates (IL) $189M · 1,199
- Hutchinson Corporation 401(k) Plan & Trust (MI) $189M · 2,091
Similar participant headcount
Nearest other-state filings by covered participants (285 participants); asset peers above are excluded.
- Don Miller 401(k) Plan (WI) 285 · 0 off
- Basin Electric Power Cooperative Nd/Sd Union 401(k) Plan (ND) 285 · 0 off
- Posit Software 401(k) Plan (MA) 285 · 0 off
- Fiba Tech 401(k) Profit Sharing Plan (MA) 285 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.