401(k) · DOL Form 5500 · 2023

Aspen Enterprises, Ltd. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 235
Participants Below avg headcount: 69th
Percentile by assets National rank: $69,136
Avg per participant Below avg balance/head

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Official DOL plan name: Finlays Americas 401(k) Plan · Sponsored by Aspen Enterprises, Ltd. · Texas · Manufacturing

$16M in assets, 235 participants

Aspen Enterprises, Ltd.'s Finlays Americas 401(k) Plan reported $16M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#10,778 in Manufacturing (18,722 peers)

Coverage in Texas

Finlays Americas 401(k) Plan covers 235 participants in Texas, about 34% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#10,778
in Manufacturing (18,722 peers): +15.2%
assets growth YoY

Finlays Americas 401(k) Plan's outsized position by total assets

Finlays Americas 401(k) Plan vs every filed plan by assets

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

$16,246,880 Top 31% higher than 69% 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

Finlays Americas 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Finlays Americas 401(k) Plan sits mid-pack in the medium band (235 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Finlays Americas 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Finlays Americas 401(k) Plan reported participants rose from 191 in the plan year 2022 filing to 235 in the plan year 2023 filing.
Finlays Americas 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 742661555 · Aspen Enterprises, Ltd. PY 2023 · 401(k)

Finlays Americas 401(k) Plan · $16M · 235 · 69th

EBSA $16M
EBSA 235
EBSA 69th
EBSA 401(k)
EBSA near Telaid 401(k) Plan
EBSA ind #10778

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 Manufacturing retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Finlays Americas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$14M
Net Assets (End of Year)	$16M
Net Income	$2M
Employer EIN	742661555
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Aspen Enterprises, Ltd.)

Latest sponsor-wide plan assets: $19M 34.45863839940745% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	191	$14M
2023	1	235	$16M
2024	1	244	$19M

Nearby 401(k) Plans in Texas

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

Finlays Americas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Finlays Americas 401(k) Plan side-by-side with 3 peers →

Finlays Americas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Telaid 401(k) Plan in CT ($16M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Telaid 401(k) Plan (CT) $16M · 385
Agi Industries 401(k) Profit Sharing Plan (LA) $16M · 128
Provident Financial Management LLC 401(k) Profit Sharing Plan (CA) $16M · 151
Baney Corporation Profit Sharing Plan (OR) $16M · 460

Similar participant headcount

Nearest other-state filings by covered participants (235 participants); asset peers above are excluded.

Bobcat North America, LLC 401(k) Plan (FL) 235 · 0 off
Freedom Boat Club, LLC 401(k) Plan (FL) 235 · 0 off
Chesapeake Containment Systems 401(k) Plan (NC) 235 · 0 off
Lad Lake 401(k) Plan (WI) 235 · 0 off

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 Finlays Americas 401(k) Plan assets move in 2023? ▼

Finlays Americas 401(k) Plan grew sharply - up 15.2% during 2023, from $14M to $16M. Reported net income was $2M.

How have Aspen Enterprises, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aspen Enterprises, Ltd.'s sponsor-wide assets grew 34.5%, from $14M to $19M.

Which 401(k) plans are similar in size to Finlays Americas 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Telaid 401(k) Plan in CT ($16M, 385 participants).

Which 401(k) plans cover a similar participant headcount to Finlays Americas 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K 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 742661555.