401(k) · DOL Form 5500 · 2023

Ashgrove Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
1,018
Participants Near avg headcount
90th
Percentile by assets National rank
$79,928
Avg per participant Below avg balance/head
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Official DOL plan name: The Ashgrove Holdings 401(k) Plan · Sponsored by Ashgrove Holdings, LLC · Virginia · Professional & Technical Services

$81M in assets, 1,018 participants

Ashgrove Holdings, LLC's The Ashgrove Holdings 401(k) Plan reported $81M in total assets and 1,018 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,502 in Professional & Technical Services (20,321 peers)

Where The Ashgrove Holdings 401(k) Plan sits by assets

The Ashgrove Holdings 401(k) Plan sits in the top 10% of all filed plans by assets, $81M for 1,018 participants (~$79,928/participant), up 24.3% in 2023.

#18,502
in Professional & Technical Services (20,321 peers)
+24.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Ashgrove Holdings 401(k) Plan's outsized position by total assets

The Ashgrove Holdings 401(k) Plan vs every filed plan by assets

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

$81,366,929 Top 10% higher than 90% 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

The Ashgrove Holdings 401(k) 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. The Ashgrove Holdings 401(k) Plan lands in the large band (1,018 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Ashgrove Holdings 401(k) Plan reported net income rose from -$16M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Ashgrove Holdings 401(k) Plan end-of-year assets rose from $65M in the plan year 2022 filing to $81M in the plan year 2023 filing.
  • The Ashgrove Holdings 401(k) Plan reported participants rose from 919 in the plan year 2022 filing to 1,018 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 134122483 · Ashgrove Holdings, LLC PY 2023 · 401(k)

The Ashgrove Holdings 401(k) Plan · $81M · 1,018 · 90th

  • 5500 $81M
  • ASSETS 1,018
  • PCT 90th
  • EIN 401(k)
  • RANK near Des Moines Orthopaedic Surgeons, P.C. 401(k) Profit Sharing Plan
  • PHOTO ind #18502

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 Professional & Technical Services retirement plans → · Plans in Virginia →

The Ashgrove Holdings 401(k) Plan in the asset neighbourhood

International-Matex Tank Terminals Retirement Investment PlanInternational-Matex Tank Ter…$81MThe Ashgrove Holdings 401(k) PlanThe Ashgrove Holdings 401(k)…$81MDes Moines Orthopaedic Surgeons, P.C. 401(k) Profit Sharing PlanDes Moines Orthopaedic Surge…$81MAgios Pharmaceuticals 401(k) PlanAgios Pharmaceuticals 401(k)…$81MM Financial Holdings Incorporated 401(k) PlanM Financial Holdings Incorpo…$81M
End-of-year total assets ($M) among The Ashgrove Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$81M
Net Income$13M
Employer EIN134122483
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ashgrove Holdings, LLC)

Sponsor-wide plan assets over time

All Ashgrove Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$90M 37.108445531912224% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $65.5M $89.8M ▲ +37.1%
Year Plans Participants Total Assets
2022 1 919 $65M
2023 1 1,018 $81M
2024 1 1,027 $90M

Nearby 401(k) Plans in Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Ashgrove Holdings 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Ashgrove Holdings 401(k) Plan, Total assets ($B): 0.081366929 · Participants: 1018The Ashgrove Holdings 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
The Ashgrove Holdings 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Ashgrove Holdings 401(k) Plan side-by-side with 3 peers →

The Ashgrove Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Des Moines Orthopaedic Surgeons, P.C. 401(k) Profit Sharing Plan in IA ($81M); by covered participants it is Littelfuse, Inc. 401(k) Retirement and Savings Plan in IL (1,018 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,018 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 The Ashgrove Holdings 401(k) Plan assets move in 2023? ▼
The Ashgrove Holdings 401(k) Plan grew sharply - up 24.3% during 2023, from $65M to $81M. Reported net income was $13M.
How have Ashgrove Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ashgrove Holdings, LLC's sponsor-wide assets grew 37.1%, from $65M to $90M.
Where does The Ashgrove Holdings 401(k) Plan rank by assets among Form 5500 filers? ▼
The Ashgrove Holdings 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Ashgrove Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Des Moines Orthopaedic Surgeons, P.C. 401(k) Profit Sharing Plan in IA ($81M, 262 participants).
Which 401(k) plans cover a similar participant headcount to The Ashgrove Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Littelfuse, Inc. 401(k) Retirement and Savings Plan in IL (1,018 participants, $244M 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 134122483.

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.