401(k) · DOL Form 5500 · 2023

Aspen Hr Peo LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
1,512
Participants Near avg headcount
86th
Percentile by assets National rank
$36,484
Avg per participant Low balance/head
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Official DOL plan name: Aspen Hr Peo LLC Retirement Savings Plan · Sponsored by Aspen Hr Peo LLC · Massachusetts · Professional & Technical Services

$55M in assets, 1,512 participants

Aspen Hr Peo LLC's Aspen Hr Peo LLC Retirement Savings Plan reported $55M in total assets and 1,512 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #17,804 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Aspen Hr Peo LLC Retirement Savings Plan covers 1,512 participants in Massachusetts, 2.3x the typical Massachusetts plan (state average ~659 per filing). Assets: $55M.

#17,804
in Professional & Technical Services (20,321 peers)
+204.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Aspen Hr Peo LLC Retirement Savings Plan's outsized position by total assets

Aspen Hr Peo LLC Retirement Savings Plan vs every filed plan by assets

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

$55,164,132 Top 14% higher than 86% 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

Aspen Hr Peo LLC Retirement Savings 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. Aspen Hr Peo LLC Retirement Savings Plan lands in the large band (1,512 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aspen Hr Peo LLC Retirement Savings Plan reported participants rose from 336 in the plan year 2022 filing to 1,512 in the plan year 2023 filing.
  • Aspen Hr Peo LLC Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2022 filing to $55M in the plan year 2023 filing.
  • Aspen Hr Peo LLC Retirement Savings Plan reported net income rose from $10M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 853188438 · Aspen Hr Peo LLC PY 2023 · 401(k)

Aspen Hr Peo LLC Retirement Savings Plan · $55M · 1,512 · 86th

  • PART $55M
  • PART 1,512
  • PART 86th
  • PART 401(k)
  • PART near Bar Harbor Bankshares 401(k) Plan
  • PART ind #17804

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 Massachusetts →

Aspen Hr Peo LLC Retirement Savings Plan in the asset neighbourhood

Bar Harbor Bankshares 401(k) PlanBar Harbor Bankshares 401(k)…$55MAmerican Nurses Association Retirement Savings PlanAmerican Nurses Association …$55MAspen Hr Peo LLC Retirement Savings PlanAspen Hr Peo LLC Retirement …$55MCielo, Inc. 401(k) Plan$55MNoven Pharmaceuticals, Inc. 401(k) PlanNoven Pharmaceuticals, Inc. …$55M
End-of-year total assets ($M) among Aspen Hr Peo LLC Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$55M
Net Income$23M
Employer EIN853188438
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspen Hr Peo LLC)

Sponsor-wide plan assets over time

All Aspen Hr Peo LLC plans reported in each filing year

Latest sponsor-wide plan assets
$149M 721.0016084229301% vs 2022
2024 filing year
$0M$50M$100M$150M$200M 202220232024 $18.1M $149M ▲ +721.1%
Year Plans Participants Total Assets
2022 1 336 $18M
2023 1 1,512 $55M
2024 1 3,258 $149M

Nearby 401(k) Plans in Massachusetts

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

Aspen Hr Peo LLC Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Aspen Hr Peo LLC Retirement Savings Plan, Total assets ($B): 0.055164132 · Participants: 1512Aspen Hr Peo LLC Retirement Savings PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Aspen Hr Peo LLC Retirement Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Aspen Hr Peo LLC Retirement Savings Plan side-by-side with 3 peers →

Aspen Hr Peo LLC Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Bar Harbor Bankshares 401(k) Plan in ME ($55M); by covered participants it is Intact USA Retirement Savings Plan in MN (1,512 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,512 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 Aspen Hr Peo LLC Retirement Savings Plan assets move in 2023? ▼
Aspen Hr Peo LLC Retirement Savings Plan surged - up 204.7% during 2023, from $18M to $55M. Reported net income was $23M.
How have Aspen Hr Peo LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspen Hr Peo LLC's sponsor-wide assets grew 721.0%, from $18M to $149M.
Where does Aspen Hr Peo LLC Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Aspen Hr Peo LLC Retirement Savings Plan ranks in the 86th 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 Aspen Hr Peo LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bar Harbor Bankshares 401(k) Plan in ME ($55M, 496 participants).
Which 401(k) plans cover a similar participant headcount to Aspen Hr Peo LLC Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Intact USA Retirement Savings Plan in MN (1,512 participants, $788M 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 853188438.

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.