401(k) · DOL Form 5500 · 2023

Ascending Performance, Inc. 401(k) Plan

Data updated 2026-08-25

$85K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$85,127
Avg per participant Below avg balance/head
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Official DOL plan name: Ascending Performance, Inc. Retirement Plan · Sponsored by Ascending Performance, Inc. · North Carolina · Educational Services

$85K in assets, 1 participants

Ascending Performance, Inc.'s Ascending Performance, Inc. Retirement Plan reported $85K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #173 in Educational Services (3,735 peers)

2023 asset change

Ascending Performance, Inc. Retirement Plan grew sharply 27.3% in 2023 ($67K → $85K) for 1 participant.

#173
in Educational Services (3,735 peers)
+27.3%
assets growth YoY

Ascending Performance, Inc. Retirement Plan among the smaller filed plans by assets

Ascending Performance, Inc. Retirement Plan vs every filed plan by assets

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

$85,127 6th percentile higher than 6% 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

Ascending Performance, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ascending Performance, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ascending Performance, Inc. Retirement Plan reported net income rose from -$76K in the plan year 2022 filing to $18K in the plan year 2023 filing.
  • Ascending Performance, Inc. Retirement Plan end-of-year assets rose from $67K in the plan year 2022 filing to $85K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 844106591 · Ascending Performance, Inc. PY 2023 · 401(k)

Ascending Performance, Inc. Retirement Plan · $85K · 1 · 6th

  • BOY $85K
  • BOY 1
  • BOY 6th
  • BOY 401(k)
  • BOY near Roberts Land Company 401(k) Profit Sharing Plan
  • BOY ind #173

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 Educational Services retirement plans → · Plans in North Carolina →

Ascending Performance, Inc. Retirement Plan in the asset neighbourhood

Ascending Performance, Inc. Retirement PlanAscending Performance, Inc. …$85KRoberts Land Company 401(k) Profit Sharing PlanRoberts Land Company 401(k) …$85KRobinson Real Estate & Appraisals, Inc. 401(k) Profit Sharing PlanRobinson Real Estate & Appra…$85KGulf Coast of Greenco Inc 401(k) Profit Sharing Plan & TrustGulf Coast of Greenco Inc 40…$85KKmrd Partners, Inc. 401(k) PlanKmrd Partners, Inc. 401(k) P…$85K
End-of-year total assets ($M) among Ascending Performance, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ascending Performance, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Ascending Performance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$73K 8.476755835339505% vs 2022
2024 filing year
$0.06M$0.07M$0.08M$0.09M$0.1M 202220232024 $0.07M $0.07M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $67K
2023 1 1 $85K
2024 1 1 $73K

2023 asset-move particulars

Total Assets (Beginning of Year)$67K
Net Assets (End of Year)$85K
Net Income$18K
Employer EIN844106591
Plan Effective Date2020-01-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Ascending Performance, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Ascending Performance, Inc. Retirement Plan, Total assets ($B): 0.000085127 · Participants: 1Ascending Performance, Inc. Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Ascending Performance, Inc. Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Ascending Performance, Inc. Retirement Plan side-by-side with 3 peers →

Ascending Performance, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Roberts Land Company 401(k) Profit Sharing Plan in GA ($85K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Ascending Performance, Inc. Retirement Plan assets move in 2023? ▼
Ascending Performance, Inc. Retirement Plan grew sharply - up 27.3% during 2023, from $67K to $85K. Reported net income was $18K.
How have Ascending Performance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascending Performance, Inc.'s sponsor-wide assets grew 8.5%, from $67K to $73K.
Where does Ascending Performance, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Ascending Performance, Inc. Retirement Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ascending Performance, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roberts Land Company 401(k) Profit Sharing Plan in GA ($85K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Ascending Performance, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 844106591.

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.