Profit Sharing · DOL Form 5500 · 2023
Asplundh Tree Expert, LLC Profit Sharing Plan
Data updated 2026-08-11
- $335M
- Total assets
- 2,346
- Participants
- 96th
- Percentile by assets
- $142,725
- Avg per participant
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.
- 96th percentile by assets (of 127,072 plans)
- #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.
- $335M
- total plan assets (2023 EOY)
- 2,346
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $142,725
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Asplundh Tree Expert, LLC Profit Sharing Plan reports 2,346 participants - 2.9x that state average ($335M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $309M |
|---|---|
| Net Assets (End of Year) | $335M |
| Net Income | $26M |
| Employer EIN | 231277550 |
| Plan Effective Date | 1947-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Asplundh Tree Expert, LLC)
| 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
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Asplundh Tree Expert, LLC Profit Sharing Plan by total assets, not by location.
- North Mississippi Health Services Employer Savings Plan (MS) $335M · 7,302
- Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18 (WI) $334M · 1,762
- Rensselaer Polytechnic Institute Defined Contribution Retirement Plan for Rensselaer Contributions (NY) $336M · 1,696
- Textron Retirement Account Plan Trust (RI) $332M · 10,046
Frequently Asked Questions
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Filing takeaways
Ways to act on Asplundh Tree Expert, LLC Profit Sharing Plan's numbers.
- By total assets, Asplundh Tree Expert, LLC Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Asplundh Tree Expert, LLC's sponsor-wide assets have grown 24.2% since 2022 across 3 plan years on file. More Administrative & Support Services plans