401(k) · DOL Form 5500 · 2024

Aspiriant LLC 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
222
Participants Below avg headcount
88th
Percentile by assets National rank
$339,558
Avg per participant High balance/head
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Official DOL plan name: Aspiriant 401(k) and Profit Sharing Plan · Sponsored by Aspiriant LLC · California · Finance & Insurance

$75M in assets, 222 participants

Aspiriant LLC's Aspiriant 401(k) and Profit Sharing Plan reported $75M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,990 in Finance & Insurance (8,549 peers)

Coverage in California

Aspiriant 401(k) and Profit Sharing Plan covers 222 participants in California, about 35% of the average California filer (state average ~630 per filing). Assets: $75M.

#6,990
in Finance & Insurance (8,549 peers)
+18.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Aspiriant 401(k) and Profit Sharing Plan's outsized position by total assets

Aspiriant 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$75,381,940 Top 12% higher than 88% 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

Aspiriant 401(k) and Profit Sharing 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. Aspiriant 401(k) and Profit Sharing Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aspiriant 401(k) and Profit Sharing Plan end-of-year assets rose from $64M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Aspiriant 401(k) and Profit Sharing Plan reported net income rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Aspiriant 401(k) and Profit Sharing Plan reported participants fell from 227 in the plan year 2023 filing to 222 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 261518255 · Aspiriant LLC PY 2024 · 401(k)

Aspiriant 401(k) and Profit Sharing Plan · $75M · 222 · 88th

  • ASSETS $75M
  • PCT 222
  • EIN 88th
  • RANK 401(k)
  • PHOTO near Feeding America 401(k) Plan
  • IND ind #6990

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 California →

Aspiriant 401(k) and Profit Sharing Plan in the asset neighbourhood

Minnesota Twins Profit Sharing/401(k) PlanMinnesota Twins Profit Shari…$75MAspiriant 401(k) and Profit Sharing PlanAspiriant 401(k) and Profit …$75MFeeding America 401(k) Plan$75MUniversal Display Corporation 401(k) PlanUniversal Display Corporatio…$75MLink Snacks, Inc. Savings and Retirement PlanLink Snacks, Inc. Savings an…$75M
End-of-year total assets ($M) among Aspiriant 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$75M
Net Income$12M
Employer EIN261518255
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspiriant LLC)

Sponsor-wide plan assets over time

All Aspiriant LLC plans reported in each filing year

Latest sponsor-wide plan assets
$75M 43.342227244332% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.6M $75.4M ▲ +43.3%
Year Plans Participants Total Assets
2022 1 209 $53M
2023 1 227 $64M
2024 1 222 $75M

Nearby 401(k) Plans in California

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

Aspiriant 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aspiriant 401(k) and Profit Sharing Plan, Total assets ($B): 0.07538194 · Participants: 222Aspiriant 401(k) and Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Aspiriant 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Aspiriant 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Aspiriant 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Feeding America 401(k) Plan in IL ($75M); by covered participants it is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Aspiriant 401(k) and Profit Sharing Plan assets move in 2024? ▼
Aspiriant 401(k) and Profit Sharing Plan grew sharply - up 18.4% during 2024, from $64M to $75M. Reported net income was $12M.
How have Aspiriant LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspiriant LLC's sponsor-wide assets grew 43.3%, from $53M to $75M.
Where does Aspiriant 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Aspiriant 401(k) and Profit Sharing Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Aspiriant 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Feeding America 401(k) Plan in IL ($75M, 406 participants).
Which 401(k) plans cover a similar participant headcount to Aspiriant 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants, $17M 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 261518255.

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.