401(k) · DOL Form 5500 · 2024

Ascendium Education Group, Inc. 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
273
Participants Below avg headcount
91st
Percentile by assets National rank
$372,702
Avg per participant High balance/head
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Official DOL plan name: Ascendium Education Group, Inc. 401(k) Plan · Sponsored by Ascendium Education Group, Inc. · Wisconsin · Finance & Insurance

$102M in assets, 273 participants

Ascendium Education Group, Inc.'s Ascendium Education Group, Inc. 401(k) Plan reported $102M in total assets and 273 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,290 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Ascendium Education Group, Inc. 401(k) Plan covers 273 participants in Wisconsin, about 48% of the average Wisconsin filer (state average ~563 per filing). Assets: $102M.

#7,290
in Finance & Insurance (8,549 peers)
+12.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Ascendium Education Group, Inc. 401(k) Plan's outsized position by total assets

Ascendium Education Group, Inc. 401(k) Plan vs every filed plan by assets

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

$101,747,726 Top 9% higher than 91% 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

Ascendium Education Group, Inc. 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. Ascendium Education Group, Inc. 401(k) Plan sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ascendium Education Group, Inc. 401(k) Plan end-of-year assets rose from $91M in the plan year 2023 filing to $102M in the plan year 2024 filing.
  • Ascendium Education Group, Inc. 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Ascendium Education Group, Inc. 401(k) Plan reported participants rose from 262 in the plan year 2023 filing to 273 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391090394 · Ascendium Education Group, Inc. PY 2024 · 401(k)

Ascendium Education Group, Inc. 401(k) Plan · $102M · 273 · 91st

  • NET $102M
  • NET 273
  • NET 91st
  • NET 401(k)
  • NET near Giorgio Companies Profit Sharing & 401(k) Plan
  • NET ind #7290

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Ascendium Education Group, Inc. 401(k) Plan in the asset neighbourhood

Ascendium Education Group, Inc. 401(k) PlanAscendium Education Group, I…$102MGiorgio Companies Profit Sharing & 401(k) PlanGiorgio Companies Profit Sha…$102MOblon, Mcclelland, Maier & Neustadt, LLP Retirement PlanOblon, Mcclelland, Maier & N…$102MNksfb, LLC 401(k) Profit Sharing PlanNksfb, LLC 401(k) Profit Sha…$102M9dot 401(k) Plan$102M
End-of-year total assets ($M) among Ascendium Education Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$102M
Net Income$11M
Employer EIN391090394
Plan Effective Date2002-01-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascendium Education Group, Inc.)

Sponsor-wide plan assets over time

All Ascendium Education Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$102M 29.595319984874134% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.5M $102M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 262 $79M
2023 1 262 $91M
2024 1 273 $102M

Nearby 401(k) Plans in Wisconsin

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

Ascendium Education Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Ascendium Education Group, Inc. 401(k) Plan, Total assets ($B): 0.101747726 · Participants: 273Ascendium Education Group, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Ascendium Education Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Ascendium Education Group, Inc. 401(k) Plan side-by-side with 3 peers →

Ascendium Education Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Giorgio Companies Profit Sharing & 401(k) Plan in PA ($102M); by covered participants it is Preferred Beef Group, LP 401(k) Plan in TX (273 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Ascendium Education Group, Inc. 401(k) Plan assets move in 2024? ▼
Ascendium Education Group, Inc. 401(k) Plan grew at a solid clip - up 12.3% during 2024, from $91M to $102M. Reported net income was $11M.
How have Ascendium Education Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascendium Education Group, Inc.'s sponsor-wide assets grew 29.6%, from $79M to $102M.
Where does Ascendium Education Group, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Ascendium Education Group, Inc. 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ascendium Education Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Giorgio Companies Profit Sharing & 401(k) Plan in PA ($102M, 2,511 participants).
Which 401(k) plans cover a similar participant headcount to Ascendium Education Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Beef Group, LP 401(k) Plan in TX (273 participants, $1M 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 391090394.

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.