401(k) · DOL Form 5500 · 2023

Ascot US Holding Corporation 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
419
Participants Below avg headcount
85th
Percentile by assets National rank
$118,132
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ascot 401(k) Retirement Plan · Sponsored by Ascot US Holding Corporation · New York · Finance & Insurance

$49M in assets, 419 participants

Ascot US Holding Corporation's Ascot 401(k) Retirement Plan reported $49M in total assets and 419 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,884 in Finance & Insurance (8,869 peers)

Where Ascot 401(k) Retirement Plan sits by assets

Ascot 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $49M for 419 participants (~$118,132/participant), up 47.6% in 2023.

#6,884
in Finance & Insurance (8,869 peers)
+47.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ascot 401(k) Retirement Plan's outsized position by total assets

Ascot 401(k) Retirement Plan vs every filed plan by assets

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

$49,497,237 Top 15% higher than 85% 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

Ascot 401(k) Retirement 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. Ascot 401(k) Retirement Plan sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ascot 401(k) Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Ascot 401(k) Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Ascot 401(k) Retirement Plan reported participants rose from 342 in the plan year 2022 filing to 419 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 822798478 · Ascot US Holding Corporation PY 2023 · 401(k)

Ascot 401(k) Retirement Plan · $49M · 419 · 85th

  • VS-ST $49M
  • BOY 419
  • SCH 85th
  • EBSA 401(k)
  • PART near Gi Partners 401(k) Plan
  • TYPE ind #6884

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 Finance & Insurance retirement plans → · Plans in New York →

Ascot 401(k) Retirement Plan in the asset neighbourhood

Bradford Company Retirement Savings PlanBradford Company Retirement …$50MGi Partners 401(k) Plan$50MAscot 401(k) Retirement Plan$49MGfr Retirement Savings Plan$49MAllegiance Benefit Plan Management, Inc. 401(k) PlanAllegiance Benefit Plan Mana…$49M
End-of-year total assets ($M) among Ascot 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$49M
Net Income$16M
Employer EIN822798478
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascot US Holding Corporation)

Sponsor-wide plan assets over time

All Ascot US Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$66M 98.22687240961277% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $33.5M $66.5M ▲ +98.2%
Year Plans Participants Total Assets
2022 1 342 $34M
2023 1 419 $49M
2024 1 483 $66M

Nearby 401(k) Plans in New York

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

Ascot 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ascot 401(k) Retirement Plan, Total assets ($B): 0.049497237 · Participants: 419Ascot 401(k) Retirement PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Ascot 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ascot 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Gi Partners 401(k) Plan in AZ ($50M); by covered participants it is Grecian Delight/Kronos Retirement Savings Plan in IL (419 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (419 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 Ascot 401(k) Retirement Plan assets move in 2023? ▼
Ascot 401(k) Retirement Plan surged - up 47.6% during 2023, from $34M to $49M. Reported net income was $16M.
How have Ascot US Holding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascot US Holding Corporation's sponsor-wide assets grew 98.2%, from $34M to $66M.
Where does Ascot 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ascot 401(k) Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ascot 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gi Partners 401(k) Plan in AZ ($50M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Ascot 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grecian Delight/Kronos Retirement Savings Plan in IL (419 participants, N/A 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 822798478.

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.