401(k) · DOL Form 5500 · 2023

Ashforth Properties Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
101
Participants Small participant base
82nd
Percentile by assets National rank
$375,656
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Ashforth Company 401(k) Savings Plan · Sponsored by Ashforth Properties Inc. · Connecticut · Real Estate

$38M in assets, 101 participants

Ashforth Properties Inc.'s The Ashforth Company 401(k) Savings Plan reported $38M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,382 in Real Estate (4,727 peers)

Coverage in Connecticut

The Ashforth Company 401(k) Savings Plan covers 101 participants in Connecticut, about 14% of the average Connecticut filer (state average ~718 per filing). Assets: $38M.

#4,382
in Real Estate (4,727 peers)
+14.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The Ashforth Company 401(k) Savings Plan's outsized position by total assets

The Ashforth Company 401(k) Savings Plan vs every filed plan by assets

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

$37,941,235 Top 18% higher than 82% 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

The Ashforth Company 401(k) Savings 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. The Ashforth Company 401(k) Savings Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Ashforth Company 401(k) Savings Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Ashforth Company 401(k) Savings Plan end-of-year assets rose from $33M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • The Ashforth Company 401(k) Savings Plan reported participants fell from 112 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 060890423 · Ashforth Properties Inc. PY 2023 · 401(k)

The Ashforth Company 401(k) Savings Plan · $38M · 101 · 82nd

  • EOY $38M
  • EOY 101
  • EOY 82nd
  • EOY 401(k)
  • EOY near Gertens Family of Businesses Retirement Plan
  • EOY ind #4382

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 Real Estate retirement plans → · Plans in Connecticut →

The Ashforth Company 401(k) Savings Plan in the asset neighbourhood

July Pooled Employer Plan #2$38MThe Ashforth Company 401(k) Savings PlanThe Ashforth Company 401(k) …$38MGertens Family of Businesses Retirement PlanGertens Family of Businesses…$38MActon Medical Associates, P.C. 401(k) Profit Sharing PlanActon Medical Associates, P.…$38MSteamfitters Local 439 Supplemental Retirement TrustSteamfitters Local 439 Suppl…$38M
End-of-year total assets ($M) among The Ashforth Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$38M
Net Income$5M
Employer EIN060890423
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ashforth Properties Inc.)

Sponsor-wide plan assets over time

All Ashforth Properties Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 30.41600954442467% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.2M $43.3M ▲ +30.4%
Year Plans Participants Total Assets
2022 1 112 $33M
2023 1 101 $38M
2024 1 102 $43M

Nearby 401(k) Plans in Connecticut

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

The Ashforth Company 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Ashforth Company 401(k) Savings Plan, Total assets ($B): 0.037941235 · Participants: 101The Ashforth Company 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
The Ashforth Company 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

The Ashforth Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Gertens Family of Businesses Retirement Plan in MN ($38M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 The Ashforth Company 401(k) Savings Plan assets move in 2023?
The Ashforth Company 401(k) Savings Plan grew at a solid clip - up 14.2% during 2023, from $33M to $38M. Reported net income was $5M.
How have Ashforth Properties Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ashforth Properties Inc.'s sponsor-wide assets grew 30.4%, from $33M to $43M.
Where does The Ashforth Company 401(k) Savings Plan rank by assets among Form 5500 filers?
The Ashforth Company 401(k) Savings Plan ranks in the 82nd 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 The Ashforth Company 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Gertens Family of Businesses Retirement Plan in MN ($38M, 277 participants).
Which 401(k) plans cover a similar participant headcount to The Ashforth Company 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 participants, N/A in assets).