401(k) · DOL Form 5500 · 2024

Ascensus, LLC. 401(k) Plan

Data updated 2026-08-11

$622M
Total assets
4,998
Participants
98th
Percentile by assets
$124,403
Avg per participant
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Official DOL plan name: Ascensus, LLC 401(k) Savings Plan · Sponsored by Ascensus, LLC. · Pennsylvania · Finance & Insurance

$622M in assets, 4,998 participants

Ascensus, LLC.'s Ascensus, LLC 401(k) Savings Plan reported $622M in total assets and 4,998 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 123,622 plans)
  • #8,190 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Ascensus, LLC 401(k) Savings Plan covers 4,998 participants in Pennsylvania, 6.1x the typical Pennsylvania plan (state average ~822 per filing). Assets: $622M.

$622M
total plan assets (2024 EOY)
4,998
covered participants
98th
percentile by assets (of 123,622 plans)
$124,403
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ascensus, LLC 401(k) Savings Plan reported net income fell from $99M in the plan year 2023 filing to $83M in the plan year 2024 filing.
  • Ascensus, LLC 401(k) Savings Plan end-of-year assets rose from $538M in the plan year 2023 filing to $622M in the plan year 2024 filing.
  • Ascensus, LLC 401(k) Savings Plan reported participants fell from 5,449 in the plan year 2023 filing to 4,998 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Ascensus, LLC 401(k) Savings Plan reports 4,998 participants - 6.1x that state average ($622M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$538M
Net Assets (End of Year)$622M
Net Income$83M
Employer EIN113665754
Plan Effective Date2007-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascensus, LLC.)

$-200M$0M$200M$400M$600M$800M 202220232024 $3.33M $622M ▲ +18571.5%
Total plan assets by year, all Ascensus, LLC. plans on file
Year Plans Participants Total Assets
2022 1 285 $3M
2023 1 5,449 $538M
2024 1 4,998 $622M

Nearby 401(k) Plans in Pennsylvania

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

Ascensus, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Ascensus, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -50510152025 Total assets ($B) Participants Ascensus, LLC 401(k)…Comcast Corporation …The Cigna Group 401(…The Vanguard Retirem…Thermo Fisher Scient…The PNC Financial Se…
Ascensus, LLC 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ascensus, LLC 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Ascensus, LLC 401(k) Savings Plan assets move in 2024?
Ascensus, LLC 401(k) Savings Plan grew sharply - up 15.5% during 2024, from $538M to $622M. Reported net income was $83M.
How have Ascensus, LLC. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ascensus, LLC.'s sponsor-wide assets grew 18560.5%, from $3M to $622M.
Where does Ascensus, LLC 401(k) Savings Plan rank by assets among Form 5500 filers?
Ascensus, LLC 401(k) Savings Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ascensus, LLC 401(k) Savings Plan?
Among 401(k) plans in other states, the closest by assets is Ieee, Inc. Savings and Investment Plan in NJ ($622M, 1,209 participants).

Next read for Ascensus, LLC 401(k) Savings Plan

Filing takeaways

Ways to act on Ascensus, LLC 401(k) Savings Plan's numbers.