401(k) · DOL Form 5500 · 2023

Aledade, Inc. 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
1,249
Participants Near avg headcount
88th
Percentile by assets National rank
$50,812
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aledade 401(k) Savings and Investment Plan · Sponsored by Aledade, Inc. · Maryland · Professional & Technical Services

$63M in assets, 1,249 participants

Aledade, Inc.'s Aledade 401(k) Savings and Investment Plan reported $63M in total assets and 1,249 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,093 in Professional & Technical Services (20,321 peers)

Where Aledade 401(k) Savings and Investment Plan sits by assets

Aledade 401(k) Savings and Investment Plan sits in the top quartile of all filed plans by assets, $63M for 1,249 participants (~$50,812/participant), up 71.0% in 2023.

#18,093
in Professional & Technical Services (20,321 peers)
+71.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Aledade 401(k) Savings and Investment Plan's outsized position by total assets

Aledade 401(k) Savings and Investment Plan vs every filed plan by assets

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

$63,463,574 Top 12% higher than 88% 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

Aledade 401(k) Savings and Investment 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. Aledade 401(k) Savings and Investment Plan lands in the large band (1,249 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aledade 401(k) Savings and Investment Plan reported net income rose from $9M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Aledade 401(k) Savings and Investment Plan reported participants rose from 656 in the plan year 2022 filing to 1,249 in the plan year 2023 filing.
  • Aledade 401(k) Savings and Investment Plan end-of-year assets rose from $37M in the plan year 2022 filing to $63M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 465417350 · Aledade, Inc. PY 2023 · 401(k)

Aledade 401(k) Savings and Investment Plan · $63M · 1,249 · 88th

  • EOY $63M
  • EOY 1,249
  • EOY 88th
  • EOY 401(k)
  • EOY near Telenav, Inc. 401(k) Plan
  • EOY ind #18093

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 Maryland →

Aledade 401(k) Savings and Investment Plan in the asset neighbourhood

Telenav, Inc. 401(k) Plan$63MSumitomo Machinery Corporation of America Savings and Investment PlanSumitomo Machinery Corporati…$63MThe Northpointe Bancshares, Inc. Employee Stock Ownership PlanThe Northpointe Bancshares, …$63MAledade 401(k) Savings and Investment PlanAledade 401(k) Savings and I…$63MNordea Bank Abp, New York Branch Salary Savings and Profit Sharing PlanNordea Bank Abp, New York Br…$63M
End-of-year total assets ($M) among Aledade 401(k) Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$63M
Net Income$26M
Employer EIN465417350
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aledade, Inc.)

Sponsor-wide plan assets over time

All Aledade, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 165.31464309810477% vs 2022
2024 filing year
$20M$40M$60M$80M$100M$120M 202220232024 $37.1M $98.5M ▲ +165.3%
Year Plans Participants Total Assets
2022 1 656 $37M
2023 1 1,249 $63M
2024 1 1,348 $98M

Nearby 401(k) Plans in Maryland

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

Aledade 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aledade 401(k) Savings and Investment Plan, Total assets ($B): 0.063463574 · Participants: 1249Aledade 401(k) Savings and Investment PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Aledade 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Aledade 401(k) Savings and Investment Plan side-by-side with 3 peers →

Aledade 401(k) Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Telenav, Inc. 401(k) Plan in CA ($63M); by covered participants it is Grange Enterprise Incentive Savings Plan in OH (1,249 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,249 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 Aledade 401(k) Savings and Investment Plan assets move in 2023? ▼
Aledade 401(k) Savings and Investment Plan surged - up 71.0% during 2023, from $37M to $63M. Reported net income was $26M.
How have Aledade, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aledade, Inc.'s sponsor-wide assets grew 165.3%, from $37M to $98M.
Where does Aledade 401(k) Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Aledade 401(k) Savings and Investment Plan ranks in the 88th 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 Aledade 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Telenav, Inc. 401(k) Plan in CA ($63M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Aledade 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grange Enterprise Incentive Savings Plan in OH (1,249 participants, $373M 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 465417350.

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.