401(k) · DOL Form 5500 · 2023
Asplundh Tree Expert, LLC 401(k) Plan
Data updated 2026-08-25
- $277M
- Total assets Near avg plan size
- 24,654
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $11,234
- Avg per participant Low balance/head
Official DOL plan name: Vegetation and Utility Services Employees 401(k) Savings Plan · Sponsored by Asplundh Tree Expert, LLC · Pennsylvania · Administrative & Support Services
$277M in assets, 24,654 participants
Asplundh Tree Expert, LLC's Vegetation and Utility Services Employees 401(k) Savings Plan reported $277M in total assets and 24,654 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #4,286 in Administrative & Support Services (4,372 peers)
Coverage in Pennsylvania
Vegetation and Utility Services Employees 401(k) Savings Plan covers 24,654 participants in Pennsylvania, 30x the typical Pennsylvania plan (state average ~822 per filing). Assets: $277M.
- #4,286
- in Administrative & Support Services (4,372 peers)
- +21.8%
- assets growth YoY
- 2.8×
- vs typical plan assets (national mean)
Vegetation and Utility Services Employees 401(k) Savings Plan's outsized position by total assets
Vegetation and Utility Services Employees 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$276,962,849 Top 4% higher than 96% 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
Vegetation and Utility Services Employees 401(k) Savings 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. Vegetation and Utility Services Employees 401(k) Savings Plan is a mega filing (24,654 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Vegetation and Utility Services Employees 401(k) Savings Plan reported net income rose from -$30M in the plan year 2022 filing to $50M in the plan year 2023 filing.
- Vegetation and Utility Services Employees 401(k) Savings Plan end-of-year assets rose from $227M in the plan year 2022 filing to $277M in the plan year 2023 filing.
- Vegetation and Utility Services Employees 401(k) Savings Plan reported participants rose from 22,394 in the plan year 2022 filing to 24,654 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 231277550 · Asplundh Tree Expert, LLC PY 2023 · 401(k)
Vegetation and Utility Services Employees 401(k) Savings Plan · $277M · 24,654 · 96th
- PART $277M
- PART 24,654
- PART 96th
- PART 401(k)
- PART near Virtus Investment Partners, Inc. Savings and Investment Plan
- PART ind #4286
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 Administrative & Support Services retirement plans → · Plans in Pennsylvania →
Vegetation and Utility Services Employees 401(k) Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $227M |
|---|---|
| Net Assets (End of Year) | $277M |
| Net Income | $50M |
| Employer EIN | 231277550 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Asplundh Tree Expert, LLC)
Sponsor-wide plan assets over time
All Asplundh Tree Expert, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $666M 24.214518774001746% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 24,710 | $536M |
| 2023 | 2 | 27,000 | $612M |
| 2024 | 2 | 25,528 | $666M |
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
Scale composition for Vegetation and Utility Services Employees 401(k) Savings Plan
Vegetation and Utility Services Employees 401(k) Savings Plan reports $277M in end-of-year assets across 24,654 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.026% of 93,925,755 covered participants) - about $11,234 per participant (8% of the national average assets-per-participant) . Net income for plan year 2023 was $50M.
This plan identity (EIN 231277550, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $227M to $323M (+42.2%) while covered participants moved from 22,394 to 23,133 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 22,394 | $227M | Open filing |
| 2023 | 24,654 | $277M | This page |
| 2024 · index core | 23,133 | $323M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Asplundh Tree Expert, LLC Profit Sharing Plan (Profit Sharing, $343M, 2,395 participants)
- Vegetation and Utility Services Employees 401(k) Savings Plan (401(k), $323M, 23,133 participants)
Vegetation and Utility Services Employees 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Virtus Investment Partners, Inc. Savings and Investment Plan in CT ($277M); by covered participants it is The Mastec, Inc. 401(k) Retirement Plan in FL (24,657 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($277M here).
- Virtus Investment Partners, Inc. Savings and Investment Plan (CT) $277M · 718
- Sura/Jefferson Science Associates 401(k) Plan (DC) $277M · 944
- Life Time and Its Affiliates 401(k) Plan (MN) $277M · 23,608
- Veeco Instruments Savings and Security Program Plan (NY) $277M · 895
Similar participant headcount
Nearest other-state filings by covered participants (24,654 participants); asset peers above are excluded.
- The Mastec, Inc. 401(k) Retirement Plan (FL) 24,657 · 3 off
- Signet Jewelers Retirement Savings Plan (OH) 24,679 · 25 off
- Cushman & Wakefield 401(k) Plan (MA) 24,702 · 48 off
- Nationwide Savings Plan (OH) 24,715 · 61 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.