401(k) · DOL Form 5500 · 2023

Aspire General Insurance Services LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
120
Participants Small participant base
43rd
Percentile by assets National rank
$38,369
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aspire General Insurance 401(k) Profit Sharing Plan and Trust · Sponsored by Aspire General Insurance Services LLC · California · Information & Media

$5M in assets, 120 participants

Aspire General Insurance Services LLC's Aspire General Insurance 401(k) Profit Sharing Plan and Trust reported $5M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #755 in Information & Media (2,818 peers)

Coverage in California

Aspire General Insurance 401(k) Profit Sharing Plan and Trust covers 120 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $5M.

#755
in Information & Media (2,818 peers)
+115.7%
assets growth YoY

Aspire General Insurance 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Information & Media and all filers

Aspire General Insurance 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,604,300 43rd percentile higher than 43% 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

Aspire General Insurance 401(k) Profit Sharing Plan and Trust 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. Aspire General Insurance 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (120 participants).

DOL schedule card

Filing strip 454697629 · Aspire General Insurance Services LLC PY 2023 · 401(k)

Aspire General Insurance 401(k) Profit Sharing Plan and Trust · $5M · 120 · 43rd

  • EBSA $5M
  • EBSA 120
  • EBSA 43rd
  • EBSA 401(k)
  • EBSA near Onvc 401(k) Plan
  • EBSA ind #755

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 Information & Media retirement plans → · Plans in California →

Aspire General Insurance 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Aspire General Insurance 401(k) Profit Sharing Plan and TrustAspire General Insurance 401…$5MOnvc 401(k) Plan$5MStavvy 401(k) Plan$5MHirail Inc., 401(k) Plan$5MSpectral Instruments, Inc. 401(k) PlanSpectral Instruments, Inc. 4…$5M
End-of-year total assets ($M) among Aspire General Insurance 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN454697629
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspire General Insurance Services LLC)

Sponsor-wide plan assets over time

All Aspire General Insurance Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.20761027734944% vs 2023
2024 filing year
$4M$5M$6M$7M 20232024 $4.6M $6.36M ▲ +38.3%
Year Plans Participants Total Assets
2023 1 120 $5M
2024 1 265 $6M

Nearby 401(k) Plans in California

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

Aspire General Insurance 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Aspire General Insurance 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.0046043 · Participants: 120Aspire General Insurance 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Aspire General Insurance 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Aspire General Insurance 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Aspire General Insurance 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Onvc 401(k) Plan in FL ($5M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Aspire General Insurance 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Aspire General Insurance 401(k) Profit Sharing Plan and Trust surged - up 115.7% during 2023, from $2M to $5M. Reported net income was $2M.
How have Aspire General Insurance Services LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Aspire General Insurance Services LLC's sponsor-wide assets grew 38.2%, from $5M to $6M.
Which 401(k) plans are similar in size to Aspire General Insurance 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Onvc 401(k) Plan in FL ($5M, 68 participants).
Which 401(k) plans cover a similar participant headcount to Aspire General Insurance 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Southgroup 401(k) Plan in MS (120 participants, $13M 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 454697629.

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.