Other · DOL Form 5500 · 2024
Aspire Living & Learning, Inc. Retirement Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 1,003
- Participants Near avg headcount
- 76th
- Percentile by assets National rank
- $27,700
- Avg per participant Low balance/head
Official DOL plan name: Aspire Living & Learning, Inc. 403(b) Plan · Sponsored by Aspire Living & Learning, Inc. · Vermont · Other Services
$28M in assets, 1,003 participants
Aspire Living & Learning, Inc.'s Aspire Living & Learning, Inc. 403(b) Plan reported $28M in total assets and 1,003 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.
- #6,765 in Other Services (7,719 peers)
Coverage in Vermont
Aspire Living & Learning, Inc. 403(b) Plan covers 1,003 participants in Vermont, 4.1x the typical Vermont plan (state average ~245 per filing). Assets: $28M.
- #6,765
- in Other Services (7,719 peers)
- +12.4%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Aspire Living & Learning, Inc. 403(b) Plan's outsized position by total assets
Aspire Living & Learning, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$27,783,565 Top 24% higher than 76% 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
Aspire Living & Learning, Inc. 403(b) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aspire Living & Learning, Inc. 403(b) Plan lands in the large band (1,003 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aspire Living & Learning, Inc. 403(b) Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Aspire Living & Learning, Inc. 403(b) Plan end-of-year assets rose from $25M in the plan year 2023 filing to $28M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 030284103 · Aspire Living & Learning, Inc. PY 2024 · Other
Aspire Living & Learning, Inc. 403(b) Plan · $28M · 1,003 · 76th
- 5500 $28M
- 5500 1,003
- 5500 76th
- 5500 Other
- 5500 near Old Dominion University Research Foundation Tax-Sheltered Retirement Plan
- 5500 ind #6765
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 Vermont →
Aspire Living & Learning, Inc. 403(b) Plan in the asset neighbourhood
Vermont filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 030284103 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Aspire Living & Learning, Inc.)
Sponsor-wide plan assets over time
All Aspire Living & Learning, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $28M 33.1514932020699% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,004 | $21M |
| 2023 | 1 | 996 | $25M |
| 2024 | 1 | 1,003 | $28M |
Nearby Other Plans in Vermont
Peer Other plans, same state, same plan type, ranked by total assets.
- Middlebury College Voluntary Retirement Plan $312M · 1,028
- Rutland Regional Health Services Retirement Savings Plan $289M · 1,695
- Norwich University Defined Contribution Retirement Plan $176M · 1,061
- Champlain College Defined Contribution Retirement Plan $116M · 463
- World Learning, Inc. Retirement Plan $96M · 446
Aspire Living & Learning, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Vermont, the nearest Other by assets is Old Dominion University Research Foundation Tax-Sheltered Retirement Plan in VA ($28M); by covered participants it is Ucp Matched Savings Plan in FL (1,004 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,003 participants); asset peers above are excluded.
- Ucp Matched Savings Plan (FL) 1,004 · 1 off
- 403(b) Thrift Plan for Lutheran Social Ministries of Maryland, Inc. (MD) 999 · 4 off
- Pressley Ridge Retirement Plan (PA) 1,010 · 7 off
- 403(b) Thrift Plan for Employees of Goodwill Industries of the Heartland (IA) 1,010 · 7 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.