Other · DOL Form 5500 · 2023
Aspire of Western New York, Inc. Retirement Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 1,496
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $22,613
- Avg per participant Low balance/head
Official DOL plan name: Aspire Employees' Retirement Plan · Sponsored by Aspire of Western New York, Inc. · New York · Healthcare & Social Assistance
$34M in assets, 1,496 participants
Aspire of Western New York, Inc.'s Aspire Employees' Retirement Plan reported $34M in total assets and 1,496 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #14,807 in Healthcare & Social Assistance (17,684 peers)
Where Aspire Employees' Retirement Plan sits by assets
Aspire Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 1,496 participants (~$22,613/participant), up 7.5% in 2023.
- #14,807
- in Healthcare & Social Assistance (17,684 peers)
- +7.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Aspire Employees' Retirement Plan's outsized position by total assets
Aspire Employees' Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,829,567 Top 19% higher than 81% 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
Aspire Employees' Retirement 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. Aspire Employees' Retirement Plan lands in the large band (1,496 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aspire Employees' Retirement Plan reported net income fell from $4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Aspire Employees' Retirement Plan end-of-year assets rose from $31M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Aspire Employees' Retirement Plan reported participants rose from 1,481 in the plan year 2022 filing to 1,496 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 160757756 · Aspire of Western New York, Inc. PY 2023 · Other
Aspire Employees' Retirement Plan · $34M · 1,496 · 81st
- EIN $34M
- RANK 1,496
- PHOTO 81st
- IND Other
- EOY near The Musical Arts Association 403(b) Retirement Plan
- 5500 ind #14807
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 Healthcare & Social Assistance retirement plans → · Plans in New York →
Aspire Employees' Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $2M |
| Employer EIN | 160757756 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aspire of Western New York, Inc.)
Sponsor-wide plan assets over time
All Aspire of Western New York, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 21.35040543871267% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,481 | $31M |
| 2023 | 1 | 1,496 | $34M |
| 2024 | 1 | 1,561 | $38M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Aspire Employees' Retirement Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is The Musical Arts Association 403(b) Retirement Plan in OH ($34M); by covered participants it is Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan in GA (1,493 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,496 participants); asset peers above are excluded.
- Nat'l Foundation for the Centers for Disease Control/Prevention Inc Defined Contribution Retirement Plan (GA) 1,493 · 3 off
- Suffolk University Employee Retirement Plan (MA) 1,492 · 4 off
- The 403(b) Thrift Plan of St. Alexius Medical Center and Garrison Memorial Hospital (ND) 1,491 · 5 off
- Hays Medical Center Employee's Tax Deferred Annuity Plan (KS) 1,503 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.