401(k) · DOL Form 5500 · 2024
Ausdal Financial Partners Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $173,700
- Avg per participant Above avg balance/head
Official DOL plan name: Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Ausdal Financial Partners Inc · Iowa · Other Services
$4M in assets, 25 participants
Ausdal Financial Partners Inc's Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.
- #4,808 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust ranks #4,808 of 7,719 2024 filers by assets (462% of the sector average)-$4M for 25 participants.
- #4,808
- in Other Services (7,719 peers)
- +28.1%
- 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 2024 · DOL Form 5500
$4,342,509 40th percentile higher than 40% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 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 (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust reported net income rose from $529K in the plan year 2023 filing to $952K in the plan year 2024 filing.
- Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 27 in the plan year 2023 filing to 25 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 421129623 · Ausdal Financial Partners Inc PY 2024 · 401(k)
Ausdal Financial Partners Inc 401(k) Profit Sharing Plan & Trust · $4M · 25 · 40th
- EIN $4M
- RANK 25
- PHOTO 40th
- IND 401(k)
- EOY near Enterprise Integration, Inc. 401(k) Plan
- 5500 ind #4808
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
Other Services filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $952K |
| Employer EIN | 421129623 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING 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
| 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.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
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 Enterprise Integration, Inc. 401(k) Plan in FL ($4M); by covered participants it is Idaho Skin Surgery Center 401(k) Plan in ID (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Enterprise Integration, Inc. 401(k) Plan (FL) $4M · 122
- Fitzpatrick's, Inc. 401(k) Plan (CT) $4M · 21
- Family Home Office LLC 401(k) Plan (VA) $4M · 21
- S E & M Constructors, Inc. 401(k) Plan (NC) $4M · 110
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
- Idaho Skin Surgery Center 401(k) Plan (ID) 25 · 0 off
- Cullman Primary Care, P.C. 401(k) Profit Sharing Plan (AL) 25 · 0 off
- Mika Digital Services, Inc. 401(k) Plan (TX) 25 · 0 off
- First State Bank 401(k) Plan (OK) 25 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.