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
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
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.
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. 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
| 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 EIN | 934361730 |
| Plan Effective Date | 2023-11-10 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($78K here).
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.