401(k) · DOL Form 5500 · 2023

Aspen Transit, Inc. 401(k) Plan

Data updated 2026-08-25

$315K
Total assets Small plan by assets
8
Participants Small participant base
14th
Percentile by assets National rank
$39,379
Avg per participant Low balance/head
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Official DOL plan name: Aspen Transit, Inc. 401(k) Plan · Sponsored by Aspen Transit, Inc. · Utah · Transportation & Warehousing

$315K in assets, 8 participants

Aspen Transit, Inc.'s Aspen Transit, Inc. 401(k) Plan reported $315K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 14th 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.

  • #510 in Transportation & Warehousing (3,362 peers)

Aspen Transit, Inc. multi-year trail

Aspen Transit, Inc.'s plans moved -14.4% in assets from 2022 to 2024; this filing shows Aspen Transit, Inc. 401(k) Plan at $315K / 8 participants.

#510
in Transportation & Warehousing (3,362 peers)
-25.2%
assets change YoY

The plan reported a net loss of $106K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aspen Transit, Inc. 401(k) Plan among the smaller filed plans by assets

Aspen Transit, Inc. 401(k) Plan vs every filed plan by assets

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

$315,035 14th percentile higher than 14% 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

Aspen Transit, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aspen Transit, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aspen Transit, Inc. 401(k) Plan reported net income fell from $332K in the plan year 2022 filing to -$106K in the plan year 2023 filing.
  • Aspen Transit, Inc. 401(k) Plan reported participants fell from 24 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Aspen Transit, Inc. 401(k) Plan end-of-year assets fell from $421K in the plan year 2022 filing to $315K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 814527068 · Aspen Transit, Inc. PY 2023 · 401(k)

Aspen Transit, Inc. 401(k) Plan · $315K · 8 · 14th

  • BOY $315K
  • SCH 8
  • EBSA 14th
  • PART 401(k)
  • TYPE near Speelman 401(k) Trust
  • NET ind #510

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 Transportation & Warehousing retirement plans → · Plans in Utah →

Aspen Transit, Inc. 401(k) Plan in the asset neighbourhood

Aspen Transit, Inc. 401(k) PlanAspen Transit, Inc. 401(k) P…$315KSpeelman 401(k) Trust$315KSmooth Services Inc. 401(k) PlanSmooth Services Inc. 401(k) …$315KRally Vending, Inc. 401(k) Profit Sharing PlanRally Vending, Inc. 401(k) P…$315KNasa Exchange 401(k) Plan$315K
End-of-year total assets ($M) among Aspen Transit, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aspen Transit, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aspen Transit, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$361K 14.381532852952066% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.42M $0.36M ▼ -14.3%
Year Plans Participants Total Assets
2022 1 24 $421K
2023 1 8 $315K
2024 1 2 $361K

Aspen Transit, Inc. filing trail (2023)

Total Assets (Beginning of Year)$421K
Net Assets (End of Year)$315K
Net Income-$106K
Employer EIN814527068
Plan Effective Date2016-11-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Aspen Transit, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Aspen Transit, Inc. 401(k) Plan, Total assets ($B): 0.000315035 · Participants: 8Aspen Transit, Inc. 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Aspen Transit, Inc. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Aspen Transit, Inc. 401(k) Plan side-by-side with 3 peers →

Aspen Transit, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Speelman 401(k) Trust in VA ($315K); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($315K here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Aspen Transit, Inc. 401(k) Plan assets move in 2023? ▼
Aspen Transit, Inc. 401(k) Plan declined sharply - down 25.2% during 2023, from $421K to $315K. Reported net income was -$106K.
How have Aspen Transit, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspen Transit, Inc.'s sponsor-wide assets declined 14.4%, from $421K to $361K.
Where does Aspen Transit, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Aspen Transit, Inc. 401(k) Plan ranks in the 14th 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 401(k) plans are similar in size to Aspen Transit, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Speelman 401(k) Trust in VA ($315K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Aspen Transit, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K 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 814527068.

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.