401(k) · DOL Form 5500 · 2024
Ascensus, LLC. 401(k) Plan
Data updated 2026-08-25
- $622M
- Total assets Above avg plan size
- 4,998
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $124,403
- Avg per participant Near avg balance/head
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.
- #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.
- #8,190
- in Finance & Insurance (8,549 peers)
- +15.5%
- assets growth YoY
- 6.2×
- vs typical plan assets (national mean)
Ascensus, LLC 401(k) Savings Plan's outsized position by total assets
Ascensus, LLC 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$621,764,246 Top 2% higher than 98% 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
Ascensus, LLC 401(k) Savings 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. Ascensus, LLC 401(k) Savings Plan lands in the large band (4,998 participants).
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.
Plan-year Form 5500 strip
Filing strip 113665754 · Ascensus, LLC. PY 2024 · 401(k)
Ascensus, LLC 401(k) Savings Plan · $622M · 4,998 · 98th
- VS-ST $622M
- VS-ST 4,998
- VS-ST 98th
- VS-ST 401(k)
- VS-ST near Ieee, Inc. Savings and Investment Plan
- VS-ST ind #8190
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 Pennsylvania →
Ascensus, LLC 401(k) Savings Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $538M |
|---|---|
| Net Assets (End of Year) | $622M |
| Net Income | $83M |
| Employer EIN | 113665754 |
| Plan Effective Date | 2007-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ascensus, LLC.)
Sponsor-wide plan assets over time
All Ascensus, LLC. plans reported in each filing year
- Latest sponsor-wide plan assets
- $622M 18560.520345728677% vs 2022
- 2024 filing year
| 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.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Ascensus, LLC 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Ieee, Inc. Savings and Investment Plan in NJ ($622M); by covered participants it is Ug2, LLC 401(k) Retirement Plan in MA (4,998 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($622M here).
- Ieee, Inc. Savings and Investment Plan (NJ) $622M · 1,209
- The Quikrete Companies Profit Sharing and Tax Deferred Plan (GA) $622M · 12,489
- Puget Sound Electrical Workers 401(k) Savings Plan (WA) $622M · 7,951
- D.a. Davidson Companies Retirement Savings and Profit Sharing Plan (MT) $623M · 1,619
Similar participant headcount
Nearest other-state filings by covered participants (4,998 participants); asset peers above are excluded.
- Ug2, LLC 401(k) Retirement Plan (MA) 4,998 · 0 off
- Advanced Drainage Systems, Inc. Retirement and Stock Ownership Plan (OH) 4,998 · 0 off
- Hotel Retirement Systems Profit Sharing Plan and Trust (SD) 4,997 · 1 off
- Applied Industrial Technologies, Inc. Retirement Savings Plan (OH) 5,000 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.