Profit Sharing · DOL Form 5500 · 2023
American Student Assistance Profit Sharing Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 79
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $429,427
- Avg per participant High balance/head
Official DOL plan name: American Student Assistance 403(b) Retirement Plan · Sponsored by American Student Assistance · Massachusetts · Educational Services
$34M in assets, 79 participants
American Student Assistance's American Student Assistance 403(b) Retirement Plan reported $34M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #2,492 in Educational Services (3,735 peers)
Where American Student Assistance 403(b) Retirement Plan sits by assets
American Student Assistance 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 79 participants (~$429,427/participant), up 16.7% in 2023.
- #2,492
- in Educational Services (3,735 peers)
- +16.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
American Student Assistance 403(b) Retirement Plan's outsized position by total assets
American Student Assistance 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,924,759 Top 19% higher than 81% 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
American Student Assistance 403(b) Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Student Assistance 403(b) Retirement Plan is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Student Assistance 403(b) Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- American Student Assistance 403(b) Retirement Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- American Student Assistance 403(b) Retirement Plan reported participants rose from 77 in the plan year 2022 filing to 79 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 042254705 · American Student Assistance PY 2023 · Profit Sharing
American Student Assistance 403(b) Retirement Plan · $34M · 79 · 81st
- TYPE $34M
- NET 79
- BOOK 81st
- VS-ST Profit Sharing
- BOY near Omni Family Health 403(b) Plan
- SCH ind #2492
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 Educational Services retirement plans → · Plans in Massachusetts →
American Student Assistance 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 042254705 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Student Assistance)
Sponsor-wide plan assets over time
All American Student Assistance plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 31.396964593436806% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 149 | $29M |
| 2023 | 1 | 79 | $34M |
| 2024 | 1 | 73 | $38M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
American Student Assistance 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Omni Family Health 403(b) Plan in CA ($34M); by covered participants it is Gilder Gagnon Howe & Co. LLC Profit Sharing Plan and Trust in NY (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Omni Family Health 403(b) Plan (CA) $34M · 923
- Abx Air, Inc. Profit Sharing Plan (OH) $34M · 301
- Local 786 I.B. of T. Severance Trust Fund (IL) $34M · 1,374
- Edges Electrical Group Profit Sharing Plan (CA) $34M · 326
Similar participant headcount
Nearest other-state filings by covered participants (79 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.