401(k) · DOL Form 5500 · 2023

Ailsa Capital Management, Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
5
Participants Small participant base
30th
Percentile by assets National rank
$372,513
Avg per participant High balance/head
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Official DOL plan name: Ailsa Capital Management, Inc 401(k) Profit Sharing Plan · Sponsored by Ailsa Capital Management, Inc · Utah · Finance & Insurance

$2M in assets, 5 participants

Ailsa Capital Management, Inc's Ailsa Capital Management, Inc 401(k) Profit Sharing Plan reported $2M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,778 in Finance & Insurance (8,869 peers)

Ailsa Capital Management, Inc multi-year trail

Ailsa Capital Management, Inc's plans moved +54.6% in assets from 2022 to 2024; this filing shows Ailsa Capital Management, Inc 401(k) Profit Sharing Plan at $2M / 5 participants.

#1,778
in Finance & Insurance (8,869 peers)
+33.0%
assets growth YoY

Ailsa Capital Management, Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Ailsa Capital Management, Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,862,563 30th percentile higher than 30% 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

Ailsa Capital Management, Inc 401(k) Profit Sharing 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. Ailsa Capital Management, Inc 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ailsa Capital Management, Inc 401(k) Profit Sharing Plan reported net income rose from -$221K in the plan year 2022 filing to $462K in the plan year 2023 filing.
  • Ailsa Capital Management, Inc 401(k) Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 273973535 · Ailsa Capital Management, Inc PY 2023 · 401(k)

Ailsa Capital Management, Inc 401(k) Profit Sharing Plan · $2M · 5 · 30th

  • IND $2M
  • IND 5
  • IND 30th
  • IND 401(k)
  • IND near Oscar Isberian Rugs 401(k) Retirement Plan
  • IND ind #1778

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 Utah →

Ailsa Capital Management, Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Ailsa Capital Management, Inc 401(k) Profit Sharing PlanAilsa Capital Management, In…$2MOscar Isberian Rugs 401(k) Retirement PlanOscar Isberian Rugs 401(k) R…$2MHankins Lumber Co. Retirement PlanHankins Lumber Co. Retiremen…$2MFrederick W Howarth 401(k) Profit Sharing PlanFrederick W Howarth 401(k) P…$2MEmployee Benefit Plan of Progress, Inc.Employee Benefit Plan of Pro…$2M
End-of-year total assets ($M) among Ailsa Capital Management, Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ailsa Capital Management, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Ailsa Capital Management, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$2M 54.582104789713796% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M 202220232024 $1.4M $2.17M ▲ +55.0%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $2M
2024 1 5 $2M

Ailsa Capital Management, Inc filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$462K
Employer EIN273973535
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Ailsa Capital Management, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Ailsa Capital Management, Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.001862563 · Participants: 5Ailsa Capital Management, Inc 401(k) Profit Sharing PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Ailsa Capital Management, Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Ailsa Capital Management, Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ailsa Capital Management, Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Oscar Isberian Rugs 401(k) Retirement Plan in IL ($2M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Ailsa Capital Management, Inc 401(k) Profit Sharing Plan assets move in 2023? ▼
Ailsa Capital Management, Inc 401(k) Profit Sharing Plan surged - up 33.0% during 2023, from $1M to $2M. Reported net income was $462K.
How have Ailsa Capital Management, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ailsa Capital Management, Inc's sponsor-wide assets grew 54.6%, from $1M to $2M.
Which 401(k) plans are similar in size to Ailsa Capital Management, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oscar Isberian Rugs 401(k) Retirement Plan in IL ($2M, 44 participants).
Which 401(k) plans cover a similar participant headcount to Ailsa Capital Management, Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M 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 273973535.

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.