401(k) · DOL Form 5500 · 2024

Asu Enterprise Partners 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
325
Participants Below avg headcount
85th
Percentile by assets National rank
$160,483
Avg per participant Above avg balance/head
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Official DOL plan name: Asu Enterprise Partners 401(k) Plan · Sponsored by Asu Enterprise Partners · Arizona · Educational Services

$52M in assets, 325 participants

Asu Enterprise Partners's Asu Enterprise Partners 401(k) Plan reported $52M in total assets and 325 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,650 in Educational Services (3,638 peers)

Where Asu Enterprise Partners 401(k) Plan sits by assets

Asu Enterprise Partners 401(k) Plan sits in the top quartile of all filed plans by assets, $52M for 325 participants (~$160,483/participant), up 12.6% in 2024.

#2,650
in Educational Services (3,638 peers)
+12.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Asu Enterprise Partners 401(k) Plan's outsized position by total assets

Asu Enterprise Partners 401(k) Plan vs every filed plan by assets

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

$52,156,865 Top 15% higher than 85% 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

Asu Enterprise Partners 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Asu Enterprise Partners 401(k) Plan sits mid-pack in the medium band (325 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Asu Enterprise Partners 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Asu Enterprise Partners 401(k) Plan end-of-year assets rose from $46M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Asu Enterprise Partners 401(k) Plan reported participants rose from 305 in the plan year 2023 filing to 325 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 475599177 · Asu Enterprise Partners PY 2024 · 401(k)

Asu Enterprise Partners 401(k) Plan · $52M · 325 · 85th

  • EIN $52M
  • RANK 325
  • PHOTO 85th
  • IND 401(k)
  • EOY near Craig-Hallum Capital Group LLC 401(k) Plan
  • 5500 ind #2650

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 Educational Services retirement plans → · Plans in Arizona →

Asu Enterprise Partners 401(k) Plan in the asset neighbourhood

Bhi Senior Living, Inc. Employee Retirement PlanBhi Senior Living, Inc. Empl…$52MAsu Enterprise Partners 401(k) PlanAsu Enterprise Partners 401(…$52MCraig-Hallum Capital Group LLC 401(k) PlanCraig-Hallum Capital Group L…$52MArcadium Lithium 401(k) Plan$52MPenn Foster Carrus 401(k) PlanPenn Foster Carrus 401(k) Pl…$52M
End-of-year total assets ($M) among Asu Enterprise Partners 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$52M
Net Income$6M
Employer EIN475599177
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Asu Enterprise Partners)

Sponsor-wide plan assets over time

All Asu Enterprise Partners plans reported in each filing year

Latest sponsor-wide plan assets
$52M 42.6819862055759% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $36.6M $52.2M ▲ +42.7%
Year Plans Participants Total Assets
2022 1 243 $37M
2023 1 305 $46M
2024 1 325 $52M

Nearby 401(k) Plans in Arizona

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

Asu Enterprise Partners 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Asu Enterprise Partners 401(k) Plan, Total assets ($B): 0.052156865 · Participants: 325Asu Enterprise Partners 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Asu Enterprise Partners 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Asu Enterprise Partners 401(k) Plan side-by-side with 3 peers →

Asu Enterprise Partners 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Craig-Hallum Capital Group LLC 401(k) Plan in MN ($52M); by covered participants it is Falconwood, Inc. 401(k) Profit in VA (325 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (325 participants); asset peers above are excluded.

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

Frequently Asked Questions

How did Asu Enterprise Partners 401(k) Plan assets move in 2024? ▼
Asu Enterprise Partners 401(k) Plan grew at a solid clip - up 12.6% during 2024, from $46M to $52M. Reported net income was $6M.
How have Asu Enterprise Partners plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Asu Enterprise Partners's sponsor-wide assets grew 42.7%, from $37M to $52M.
Where does Asu Enterprise Partners 401(k) Plan rank by assets among Form 5500 filers? ▼
Asu Enterprise Partners 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Asu Enterprise Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Craig-Hallum Capital Group LLC 401(k) Plan in MN ($52M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Asu Enterprise Partners 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Falconwood, Inc. 401(k) Profit in VA (325 participants, $29M in assets).

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 475599177.

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.