401(k) · DOL Form 5500 · 2023

Assistrx, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
539
Participants Below avg headcount
73rd
Percentile by assets National rank
$37,761
Avg per participant Low balance/head
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Official DOL plan name: Assistrx, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Assistrx, Inc. · Florida · Professional & Technical Services

$20M in assets, 539 participants

Assistrx, Inc.'s Assistrx, Inc. 401(k) Profit Sharing Plan and Trust reported $20M in total assets and 539 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,808 in Professional & Technical Services (20,321 peers)

Assistrx, Inc. multi-year trail

Assistrx, Inc.'s plans moved +117.4% in assets from 2022 to 2024; this filing shows Assistrx, Inc. 401(k) Profit Sharing Plan and Trust at $20M / 539 participants.

#14,808
in Professional & Technical Services (20,321 peers)
+53.3%
assets growth YoY

Assistrx, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Assistrx, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$20,353,237 Top 27% higher than 73% 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

Assistrx, Inc. 401(k) Profit Sharing Plan and Trust 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. Assistrx, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (539 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Assistrx, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $14K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Assistrx, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $13M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Assistrx, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 462 in the plan year 2022 filing to 539 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270770078 · Assistrx, Inc. PY 2023 · 401(k)

Assistrx, Inc. 401(k) Profit Sharing Plan and Trust · $20M · 539 · 73rd

  • 5500 $20M
  • ASSETS 539
  • PCT 73rd
  • EIN 401(k)
  • RANK near Quizlet, Inc. 401(k) Plan
  • PHOTO ind #14808

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 Florida →

Assistrx, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Quizlet, Inc. 401(k) Plan$20MPhpni Retirement Plan$20MBluefors Cryocooler Technologies Inc. 401(k) PlanBluefors Cryocooler Technolo…$20MAssistrx, Inc. 401(k) Profit Sharing Plan and TrustAssistrx, Inc. 401(k) Profit…$20MIcad, Inc 401(k) Profit Sharing PlanIcad, Inc 401(k) Profit Shar…$20M
End-of-year total assets ($M) among Assistrx, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Assistrx, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Assistrx, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 117.43178145240016% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $13.3M $28.9M ▲ +117.4%
Year Plans Participants Total Assets
2022 1 462 $13M
2023 1 539 $20M
2024 1 898 $29M

Assistrx, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$20M
Net Income$7M
Employer EIN270770078
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Assistrx, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Assistrx, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.020353237 · Participants: 539Assistrx, Inc. 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Assistrx, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Assistrx, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Assistrx, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Quizlet, Inc. 401(k) Plan in CA ($20M); by covered participants it is Nippon Dynawave Packaging Co. 401(k) Plan in WA (539 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (539 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 Assistrx, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Assistrx, Inc. 401(k) Profit Sharing Plan and Trust surged - up 53.3% during 2023, from $13M to $20M. Reported net income was $7M.
How have Assistrx, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assistrx, Inc.'s sponsor-wide assets grew 117.4%, from $13M to $29M.
Which 401(k) plans are similar in size to Assistrx, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Quizlet, Inc. 401(k) Plan in CA ($20M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Assistrx, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nippon Dynawave Packaging Co. 401(k) Plan in WA (539 participants, $78M 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 270770078.

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.