401(k) · DOL Form 5500 · 2024

First Ascent Corp. 401(k) Plan

Data updated 2026-08-25

$78K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$77,816
Avg per participant Below avg balance/head
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Official DOL plan name: First Ascent Corp. 401(k) Profit Sharing Plan · Sponsored by First Ascent Corp. · Tennessee · Other Services

$78K in assets, 1 participants

First Ascent Corp.'s First Ascent Corp. 401(k) Profit Sharing Plan reported $78K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #794 in Other Services (7,719 peers)

2024 asset change

First Ascent Corp. 401(k) Profit Sharing Plan pulled back noticeably 9.9% in 2024 ($86K → $78K) for 1 participant.

#794
in Other Services (7,719 peers)
-9.9%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Ascent Corp. 401(k) Profit Sharing Plan among the smaller filed plans by assets

First Ascent Corp. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$77,816 5th percentile higher than 5% 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

First Ascent Corp. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Ascent Corp. 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Ascent Corp. 401(k) Profit Sharing Plan reported net income fell from $86K in the plan year 2023 filing to -$9K in the plan year 2024 filing.
  • First Ascent Corp. 401(k) Profit Sharing Plan end-of-year assets fell from $86K in the plan year 2023 filing to $78K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 934361730 · First Ascent Corp. PY 2024 · 401(k)

First Ascent Corp. 401(k) Profit Sharing Plan · $78K · 1 · 5th

  • BOOK $78K
  • BOOK 1
  • BOOK 5th
  • BOOK 401(k)
  • BOOK near Stan & Stan Incorporated 401(k) Plan
  • BOOK ind #794

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 Tennessee →

First Ascent Corp. 401(k) Profit Sharing Plan in the asset neighbourhood

First Ascent Corp. 401(k) Profit Sharing PlanFirst Ascent Corp. 401(k) Pr…$78KStan & Stan Incorporated 401(k) PlanStan & Stan Incorporated 401…$78KDoublemw Corp. 401(k) Profit Sharing PlanDoublemw Corp. 401(k) Profit…$78KJbsr Enterprises, Inc. 401(k) Profit Sharing PlanJbsr Enterprises, Inc. 401(k…$78KJcr Learning, Inc. 401(k) PlanJcr Learning, Inc. 401(k) Pl…$78K
End-of-year total assets ($M) among First Ascent Corp. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

First Ascent Corp. years around the 2024 move

Sponsor-wide plan assets over time

All First Ascent Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$78K 9.9341427562819% vs 2023
2024 filing year
$0.08M$0.08M$0.09M$0.09M$0.1M 20232024 $0.09M $0.08M ▼ -11.1%
Year Plans Participants Total Assets
2023 1 1 $86K
2024 1 1 $78K

2024 asset-move particulars

Total Assets (Beginning of Year)$86K
Net Assets (End of Year)$78K
Net Income-$9K
Employer EIN934361730
Plan Effective Date2023-11-10
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

First Ascent Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants First Ascent Corp. 401(k) Profit Sharing Plan, Total assets ($B): 0.000077816 · Participants: 1First Ascent Corp. 401(k) Profit Sharing PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
First Ascent Corp. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

First Ascent Corp. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Stan & Stan Incorporated 401(k) Plan in NY ($78K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 First Ascent Corp. 401(k) Profit Sharing Plan assets move in 2024?
First Ascent Corp. 401(k) Profit Sharing Plan pulled back noticeably - down 9.9% during 2024, from $86K to $78K. Reported net income was -$9K.
How have First Ascent Corp. plan assets changed over time?
Across 2 plan years on file (2023-2024), First Ascent Corp.'s sponsor-wide assets declined 9.9%, from $86K to $78K.
Where does First Ascent Corp. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
First Ascent Corp. 401(k) Profit Sharing Plan ranks in the 5th 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 First Ascent Corp. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Stan & Stan Incorporated 401(k) Plan in NY ($78K, 1 participant).
Which 401(k) plans cover a similar participant headcount to First Ascent Corp. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K in assets).