401(k) · DOL Form 5500 · 2024
T.L. Ashford & Associates 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $472,835
- Avg per participant High balance/head
Official DOL plan name: T.L. Ashford & Associates 401(k) Plan · Sponsored by T.L. Ashford & Associates · Kentucky · Professional & Technical Services
$7M in assets, 15 participants
T.L. Ashford & Associates's T.L. Ashford & Associates 401(k) Plan reported $7M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,418 in Professional & Technical Services (20,173 peers)
T.L. Ashford & Associates multi-year trail
T.L. Ashford & Associates's plans moved +51.2% in assets from 2022 to 2024; this filing shows T.L. Ashford & Associates 401(k) Plan at $7M / 15 participants.
- #9,418
- in Professional & Technical Services (20,173 peers)
- +21.5%
- assets growth YoY
T.L. Ashford & Associates 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
T.L. Ashford & Associates 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,092,519 49th percentile higher than 49% 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
T.L. Ashford & Associates 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. T.L. Ashford & Associates 401(k) Plan is a small filing (15 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- T.L. Ashford & Associates 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- T.L. Ashford & Associates 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 311068917 · T.L. Ashford & Associates PY 2024 · 401(k)
T.L. Ashford & Associates 401(k) Plan · $7M · 15 · 49th
- BOY $7M
- BOY 15
- BOY 49th
- BOY 401(k)
- BOY near Nile Global, Inc 401(k) Plan
- BOY ind #9418
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 Professional & Technical Services retirement plans → · Plans in Kentucky →
T.L. Ashford & Associates 401(k) Plan in the asset neighbourhood
T.L. Ashford & Associates multi-year asset trail
Sponsor-wide plan assets over time
All T.L. Ashford & Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 51.160506772633255% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $5M |
| 2023 | 1 | 15 | $6M |
| 2024 | 1 | 15 | $7M |
T.L. Ashford & Associates filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $1M |
| Employer EIN | 311068917 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Commonspirit Health 401(k) Retirement Savings Plan $8.8B · 90,345
- Humana Retirement Savings Plan $7.7B · 45,706
- UPS/Ipa 401(k) Savings Plan $1.5B · 3,064
- Scionhealth 401(k) Plan $1.3B · 23,753
- Lexmark Savings Plan $1.2B · 1,919
T.L. Ashford & Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Nile Global, Inc 401(k) Plan in CA ($7M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.