401(k) · DOL Form 5500 · 2023

Ausdal Financial Partners Inc 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
38th
Percentile by assets National rank
$125,573
Avg per participant Near avg balance/head
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Official DOL plan name: Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Ausdal Financial Partners Inc · Iowa · Other Services

$3M in assets, 27 participants

Ausdal Financial Partners Inc's Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,795 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust ranks #4,795 of 7,857 2023 filers by assets (592% of the sector average)-$3M for 27 participants.

#4,795
in Other Services (7,857 peers)
+18.5%
assets growth YoY

Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Other Services and all filers

Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,390,462 38th percentile higher than 38% 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

Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$560K in the plan year 2022 filing to $529K in the plan year 2023 filing.
  • Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 29 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 421129623 · Ausdal Financial Partners Inc PY 2023 · 401(k)

Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust · $3M · 27 · 38th

  • TYPE $3M
  • TYPE 27
  • TYPE 38th
  • TYPE 401(k)
  • TYPE near Peninsula Pacific Entertainment 401(k) Plan
  • TYPE ind #4795

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 Other Services retirement plans → · Plans in Iowa →

Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & TrustAusdal Financial Partners In…$3MPeninsula Pacific Entertainment 401(k) PlanPeninsula Pacific Entertainm…$3MVirginia Museum of Fine Arts Foundation 401(k) Savings PlanVirginia Museum of Fine Arts…$3MOwens, Moskowitz and Associates, Inc., Certified Public Accountants Profit Sharing 401(k) PlanOwens, Moskowitz and Associa…$3MDr. Quinn Ear, Nose & Throat Profit Sharing PlanDr. Quinn Ear, Nose & Throat…$3M
End-of-year total assets ($M) among Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$529K
Employer EIN421129623
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ausdal Financial Partners Inc)

Sponsor-wide plan assets over time

All Ausdal Financial Partners Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 51.74896213360171% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.86M $4.34M ▲ +51.7%
Year Plans Participants Total Assets
2022 1 29 $3M
2023 1 27 $3M
2024 1 25 $4M

Nearby 401(k) Plans in Iowa

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

Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003390462 · Participants: 27Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & TrustThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Peninsula Pacific Entertainment 401(k) Plan in VA ($3M); by covered participants it is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust grew sharply - up 18.5% during 2023, from $3M to $3M. Reported net income was $529K.
How have Ausdal Financial Partners Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ausdal Financial Partners Inc's sponsor-wide assets grew 51.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Peninsula Pacific Entertainment 401(k) Plan in VA ($3M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Memo-Omega Manufacturing, Inc. 401(k) Plan in TX (27 participants, N/A 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 421129623.

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.