401(k) · DOL Form 5500 · 2024

Ascend Financial Partners LLC 401(k) Plan

Data updated 2026-08-25

$24K
Total assets Small plan by assets
N/A
Participants Small participant base
2nd
Percentile by assets National rank
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Official DOL plan name: Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Ascend Financial Partners LLC · Ohio · Finance & Insurance

$24K in assets, N/A participants

Ascend Financial Partners LLC's Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust reported $24K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

  • #116 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust holds $24K for N/A participants, among the smaller plans by assets on file.

#116
in Finance & Insurance (8,549 peers)
$24K
reported net income

Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$24,149 2nd percentile higher than 2% of 123,620 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 2024

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Plan-year Form 5500 strip

Filing strip 991681195 · Ascend Financial Partners LLC PY 2024 · 401(k)

Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust · $24K · N/A · 2nd

  • PHOTO $24K
  • IND N/A
  • EOY 2nd
  • 5500 401(k)
  • ASSETS near As Generation Corporation 401(k) Plan
  • PCT ind #116

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 Finance & Insurance retirement plans → · Plans in Ohio →

Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Ascend Financial Partners LLC 401(k) Profit Sharing Plan & TrustAscend Financial Partners LL…$24KAs Generation Corporation 401(k) PlanAs Generation Corporation 40…$24KSolshade Inc. 401(k) Plan$24KDrag Ventures, Inc. Retirement PlanDrag Ventures, Inc. Retireme…$24KForks Broadcasting, Inc. 401(k) PlanForks Broadcasting, Inc. 401…$24K
End-of-year total assets ($M) among Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$24K
Net Income$24K
Employer EIN991681195
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000024149 · Participants: 0Ascend Financial Partners LLC 401(k) Profit Sharing Plan & TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust's closest out-of-state 401(k) peers by assets

Outside Ohio, the nearest 401(k) by end-of-year assets is As Generation Corporation 401(k) Plan in AZ at $24K (this filing: $24K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24K here).

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ascend Financial Partners LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is As Generation Corporation 401(k) Plan in AZ ($24K, 1 participant).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 991681195.

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.