Profit Sharing · DOL Form 5500 · 2023

Asplundh Tree Expert, LLC Profit Sharing Plan

Data updated 2026-08-25

$335M
Total assets Above avg plan size
2,346
Participants Above avg headcount
96th
Percentile by assets National rank
$142,725
Avg per participant Near avg balance/head
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Official DOL plan name: Asplundh Tree Expert, LLC Profit Sharing Plan · Sponsored by Asplundh Tree Expert, LLC · Pennsylvania · Administrative & Support Services

$335M in assets, 2,346 participants

Asplundh Tree Expert, LLC's Asplundh Tree Expert, LLC Profit Sharing Plan reported $335M in total assets and 2,346 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.

  • #4,300 in Administrative & Support Services (4,372 peers)

Coverage in Pennsylvania

Asplundh Tree Expert, LLC Profit Sharing Plan covers 2,346 participants in Pennsylvania, 2.9x the typical Pennsylvania plan (state average ~822 per filing). Assets: $335M.

#4,300
in Administrative & Support Services (4,372 peers)
+8.4%
assets growth YoY
3.4×
vs typical plan assets (national mean)

Asplundh Tree Expert, LLC Profit Sharing Plan's outsized position by total assets

Asplundh Tree Expert, LLC Profit Sharing Plan vs every filed plan by assets

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

$334,831,937 Top 4% higher than 96% 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

Asplundh Tree Expert, LLC Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asplundh Tree Expert, LLC Profit Sharing Plan lands in the large band (2,346 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Asplundh Tree Expert, LLC Profit Sharing Plan reported net income rose from -$76M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Asplundh Tree Expert, LLC Profit Sharing Plan end-of-year assets rose from $309M in the plan year 2022 filing to $335M in the plan year 2023 filing.
  • Asplundh Tree Expert, LLC Profit Sharing Plan reported participants rose from 2,316 in the plan year 2022 filing to 2,346 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 231277550 · Asplundh Tree Expert, LLC PY 2023 · Profit Sharing

Asplundh Tree Expert, LLC Profit Sharing Plan · $335M · 2,346 · 96th

  • 5500 $335M
  • 5500 2,346
  • 5500 96th
  • 5500 Profit Sharing
  • 5500 near North Mississippi Health Services Employer Savings Plan
  • 5500 ind #4300

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 →

Asplundh Tree Expert, LLC Profit Sharing Plan in the asset neighbourhood

Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Rensselaer ContributionsRensselaer Polytechnic Insti…$336MAsplundh Tree Expert, LLC Profit Sharing PlanAsplundh Tree Expert, LLC Pr…$335MNorth Mississippi Health Services Employer Savings PlanNorth Mississippi Health Ser…$335MRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Retirement Plan for Employee…$334MTextron Retirement Account Plan TrustTextron Retirement Account P…$332M
End-of-year total assets ($M) among Asplundh Tree Expert, LLC Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$309M
Net Assets (End of Year)$335M
Net Income$26M
Employer EIN231277550
Plan Effective Date1947-12-31
Filing StatusFILING 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
$500M$550M$600M$650M$700M 202220232024 $536M $666M ▲ +24.2%
Year Plans Participants Total Assets
2022 2 24,710 $536M
2023 2 27,000 $612M
2024 2 25,528 $666M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Asplundh Tree Expert, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.522.5 Total assets ($B) Participants Asplundh Tree Expert, LLC Profit Sharing Plan, Total assets ($B): 0.334831937 · Participants: 2346Asplundh Tree Expert, LLC Profit Sharing PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.13036391 · Participants: 17441Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.71732421 · Participants: 21016University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 1.126483012 · Participants: 3905International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.763491384 · Participants: 10204Temple University Health System, Inc. Defined Contribution Retirement PlanMorgan, Lewis & Bockius LLP Defined Contribution Plan, Total assets ($B): 0.71403391 · Participants: 2458Morgan, Lewis & Bockius LLP Defined Contribution Plan
Asplundh Tree Expert, LLC Profit Sharing Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Asplundh Tree Expert, LLC Profit Sharing Plan side-by-side with 3 peers →

Asplundh Tree Expert, LLC Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is North Mississippi Health Services Employer Savings Plan in MS ($335M); by covered participants it is Stagehands Local Two Annuity Plan in IL (2,352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,346 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 Asplundh Tree Expert, LLC Profit Sharing Plan assets move in 2023? ▼
Asplundh Tree Expert, LLC Profit Sharing Plan grew at a solid clip - up 8.4% during 2023, from $309M to $335M. Reported net income was $26M.
How have Asplundh Tree Expert, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asplundh Tree Expert, LLC's sponsor-wide assets grew 24.2%, from $536M to $666M.
Where does Asplundh Tree Expert, LLC Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Asplundh Tree Expert, LLC Profit Sharing Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Profit Sharing plans are similar in size to Asplundh Tree Expert, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is North Mississippi Health Services Employer Savings Plan in MS ($335M, 7,302 participants).
Which Profit Sharing plans cover a similar participant headcount to Asplundh Tree Expert, LLC Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Stagehands Local Two Annuity Plan in IL (2,352 participants, $94M 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 231277550.

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.