401(k) · DOL Form 5500 · 2023

Ascend Wellness Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
1,596
Participants Near avg headcount
47th
Percentile by assets National rank
$3,568
Avg per participant Low balance/head
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Official DOL plan name: Ascend Wellness Holdings 401(k) Plan · Sponsored by Ascend Wellness Holdings, LLC · New York · Agriculture, Forestry & Fishing

$6M in assets, 1,596 participants

Ascend Wellness Holdings, LLC's Ascend Wellness Holdings 401(k) Plan reported $6M in total assets and 1,596 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #630 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in New York

Ascend Wellness Holdings 401(k) Plan covers 1,596 participants in New York, 2.0x the typical New York plan (state average ~798 per filing). Assets: $6M.

#630
in Agriculture, Forestry & Fishing (1,288 peers)
+87.7%
assets growth YoY

Ascend Wellness Holdings 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Ascend Wellness Holdings 401(k) Plan vs every filed plan by assets

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

$5,694,438 47th percentile higher than 47% 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 Wellness Holdings 401(k) 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. Ascend Wellness Holdings 401(k) Plan lands in the large band (1,596 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ascend Wellness Holdings 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Ascend Wellness Holdings 401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ascend Wellness Holdings 401(k) Plan reported participants rose from 1,202 in the plan year 2022 filing to 1,596 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 830602006 · Ascend Wellness Holdings, LLC PY 2023 · 401(k)

Ascend Wellness Holdings 401(k) Plan · $6M · 1,596 · 47th

  • SCH $6M
  • SCH 1,596
  • SCH 47th
  • SCH 401(k)
  • SCH near Easter Seals Alabama, Inc.403(b) Plan
  • SCH ind #630

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 Agriculture, Forestry & Fishing retirement plans → · Plans in New York →

Ascend Wellness Holdings 401(k) Plan in the asset neighbourhood

Ascend Wellness Holdings 401(k) PlanAscend Wellness Holdings 401…$6MEaster Seals Alabama, Inc.403(b) PlanEaster Seals Alabama, Inc.40…$6MAcumen Learning LLC 401(k) Profit Sharing Plan & TrustAcumen Learning LLC 401(k) P…$6MMasa Global 401(k) Plan$6MSav Transportation Group, Inc. Employees Savings PlanSav Transportation Group, In…$6M
End-of-year total assets ($M) among Ascend Wellness Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN830602006
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascend Wellness Holdings, LLC)

Sponsor-wide plan assets over time

All Ascend Wellness Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 187.85738892505998% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.03M $8.73M ▲ +188.1%
Year Plans Participants Total Assets
2022 1 1,202 $3M
2023 1 1,596 $6M
2024 1 1,896 $9M

Nearby 401(k) Plans in New York

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

Ascend Wellness Holdings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ascend Wellness Holdings 401(k) Plan, Total assets ($B): 0.005694438 · Participants: 1596Ascend Wellness Holdings 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Ascend Wellness Holdings 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ascend Wellness Holdings 401(k) Plan side-by-side with 3 peers →

Ascend Wellness Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Easter Seals Alabama, Inc.403(b) Plan in AL ($6M); by covered participants it is Morningstar Senior Living Retirement Plan in CO (1,596 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,596 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 Wellness Holdings 401(k) Plan assets move in 2023? ▼
Ascend Wellness Holdings 401(k) Plan surged - up 87.7% during 2023, from $3M to $6M. Reported net income was $3M.
How have Ascend Wellness Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascend Wellness Holdings, LLC's sponsor-wide assets grew 187.9%, from $3M to $9M.
Which 401(k) plans are similar in size to Ascend Wellness Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Easter Seals Alabama, Inc.403(b) Plan in AL ($6M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Ascend Wellness Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Morningstar Senior Living Retirement Plan in CO (1,596 participants, $5M 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 830602006.

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.