Other · DOL Form 5500 · 2023

Ascend Rehab Services, Inc. Retirement Plan

Data updated 2026-08-25

$565K
Total assets Small plan by assets
102
Participants Small participant base
19th
Percentile by assets National rank
$5,538
Avg per participant Low balance/head
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Official DOL plan name: Ascend Rehab Profit Sharing Plan · Sponsored by Ascend Rehab Services, Inc. · California · Healthcare & Social Assistance

$565K in assets, 102 participants

Ascend Rehab Services, Inc.'s Ascend Rehab Profit Sharing Plan reported $565K in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,522 in Healthcare & Social Assistance (17,684 peers)

Coverage in California

Ascend Rehab Profit Sharing Plan covers 102 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $565K.

#2,522
in Healthcare & Social Assistance (17,684 peers)
+155.4%
assets growth YoY

Ascend Rehab Profit Sharing Plan among the smaller filed plans by assets

Ascend Rehab Profit Sharing Plan vs every filed plan by assets

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

$564,915 19th percentile higher than 19% 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

Ascend Rehab Profit Sharing 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. Ascend Rehab Profit Sharing Plan sits mid-pack in the medium band (102 participants).

Plan-year Form 5500 strip

Filing strip 200927823 · Ascend Rehab Services, Inc. PY 2023 · Other

Ascend Rehab Profit Sharing Plan · $565K · 102 · 19th

  • IND $565K
  • IND 102
  • IND 19th
  • IND Other
  • IND near Back Mountain Library Association Retirement Plan
  • IND ind #2522

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Ascend Rehab Profit Sharing Plan in the asset neighbourhood

Ridgewood Savings Bank as a Trustee for Andrew SichenzeRidgewood Savings Bank as a …$581KBack Mountain Library Association Retirement PlanBack Mountain Library Associ…$568KAscend Rehab Profit Sharing PlanAscend Rehab Profit Sharing …$565KBaker Funeral Homes Inc. Profit Sharing PlanBaker Funeral Homes Inc. Pro…$557KPreferred Behavioral Health of Nj, Inc. ERISA 403(b) PlanPreferred Behavioral Health …$547K
End-of-year total assets ($M) among Ascend Rehab Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$221K
Net Assets (End of Year)$565K
Net Income$344K
Employer EIN200927823
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascend Rehab Services, Inc.)

Sponsor-wide plan assets over time

All Ascend Rehab Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 144.8982549817689% vs 2022
2024 filing year
$1M$2M$3M$4M$5M$6M 202220232024 $1.94M $4.75M ▲ +144.8%
Year Plans Participants Total Assets
2022 1 94 $2M
2023 2 204 $3M
2024 2 237 $5M

Nearby Other Plans in California

Peer Other plans, same state, same plan type, ranked by total assets.

Ascend Rehab Profit Sharing Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Ascend Rehab Profit Sharing Plan, Total assets ($B): 0.000564915 · Participants: 102Ascend Rehab Profit Sharing PlanStanford Contributory Retirement Plan, Total assets ($B): 11.039978863 · Participants: 21674Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 6.533806707 · Participants: 50273Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 5.761504142 · Participants: 22681Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.792181822 · Participants: 10682Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.277911652 · Participants: 21764University of Southern California Tax-Deferred Annuity Plan
Ascend Rehab Profit Sharing Plan vs. nearby Other plans in California, assets vs. participants
Compare Ascend Rehab Profit Sharing Plan side-by-side with 3 peers →

Ascend Rehab Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Back Mountain Library Association Retirement Plan in PA ($568K); by covered participants it is District 7 Hrdc Retirement Plan in MT (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Ascend Rehab Profit Sharing Plan assets move in 2023? ▼
Ascend Rehab Profit Sharing Plan surged - up 155.4% during 2023, from $221K to $565K. Reported net income was $344K.
How have Ascend Rehab Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascend Rehab Services, Inc.'s sponsor-wide assets grew 144.9%, from $2M to $5M.
Where does Ascend Rehab Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ascend Rehab Profit Sharing Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Ascend Rehab Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Back Mountain Library Association Retirement Plan in PA ($568K, 2 participants).
Which Other plans cover a similar participant headcount to Ascend Rehab Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is District 7 Hrdc Retirement Plan in MT (102 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 200927823.

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.