Profit Sharing · DOL Form 5500 · 2023
Aspen Hill Financial, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 35th
- Percentile by assets National rank
Official DOL plan name: Aspen Hill Financial, Inc. Profit Sharing Plan · Sponsored by Aspen Hill Financial, Inc. · Colorado · Finance & Insurance
$3M in assets, N/A participants
Aspen Hill Financial, Inc.'s Aspen Hill Financial, Inc. Profit Sharing Plan reported $3M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #2,179 in Finance & Insurance (8,869 peers)
What the 2023 filing shows
Aspen Hill Financial, Inc. Profit Sharing Plan holds $3M for N/A participants, in the lower half of filed plans by assets.
- #2,179
- in Finance & Insurance (8,869 peers)
- +3.5%
- assets growth YoY
Aspen Hill Financial, Inc. Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers
Aspen Hill Financial, Inc. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,951,007 35th percentile higher than 35% 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
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Aspen Hill Financial, Inc. Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 330941049 · Aspen Hill Financial, Inc. PY 2023 · Profit Sharing
Aspen Hill Financial, Inc. Profit Sharing Plan · $3M · N/A · 35th
- EOY $3M
- EOY N/A
- EOY 35th
- EOY Profit Sharing
- EOY near Dailey Bros Profit Sharing Plan
- EOY ind #2179
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 Colorado →
Aspen Hill Financial, Inc. Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $101K |
| Employer EIN | 330941049 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aspen Hill Financial, Inc.)
Sponsor-wide plan assets over time
All Aspen Hill Financial, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 8.476996168367275% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $3M |
| 2023 | 1 | N/A | $3M |
| 2024 | 1 | N/A | $3M |
Nearby Profit Sharing Plans in Colorado
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Hensel Phelps Hourly Retirement Plan $59M · 695
- Liberty Pr Mobility 401(k) Savings Plans $43M · 1,212
- Amended & Restated Profit Sharing Plan of Midwest Pms $38M · 133
- Peterson Company Profit-Sharing Plan $18M · 26
- Retirement Plan of Public Broadcasting of Colorado, Inc. $16M · 182
Aspen Hill Financial, Inc. Profit Sharing Plan's closest out-of-state Profit Sharing peers by assets
Outside Colorado, the nearest Profit Sharing by end-of-year assets is Dailey Bros Profit Sharing Plan in MA at $3M (this filing: $3M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.