401(k) · DOL Form 5500 · 2024

Aso LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
279
Participants Below avg headcount
71st
Percentile by assets National rank
$73,550
Avg per participant Below avg balance/head
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Official DOL plan name: Aso 401(k) Savings Plan · Sponsored by Aso LLC · Florida · Wholesale Trade

$21M in assets, 279 participants

Aso LLC's Aso 401(k) Savings Plan reported $21M in total assets and 279 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,072 in Wholesale Trade (6,080 peers)

Coverage in Florida

Aso 401(k) Savings Plan covers 279 participants in Florida, about 44% of the average Florida filer (state average ~628 per filing). Assets: $21M.

#4,072
in Wholesale Trade (6,080 peers)
+15.1%
assets growth YoY

Aso 401(k) Savings Plan's outsized position by total assets

Aso 401(k) Savings Plan vs every filed plan by assets

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

$20,520,451 Top 29% higher than 71% 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

Aso 401(k) Savings 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. Aso 401(k) Savings Plan sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aso 401(k) Savings Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Aso 401(k) Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Aso 401(k) Savings Plan reported participants fell from 307 in the plan year 2023 filing to 279 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 205891009 · Aso LLC PY 2024 · 401(k)

Aso 401(k) Savings Plan · $21M · 279 · 71st

  • BOY $21M
  • SCH 279
  • EBSA 71st
  • PART 401(k)
  • TYPE near Citizens Financial Corp. 401(k) Savings Plan and Trust Agreement
  • NET ind #4072

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 Wholesale Trade retirement plans → · Plans in Florida →

Aso 401(k) Savings Plan in the asset neighbourhood

Aso 401(k) Savings Plan$21MCitizens Financial Corp. 401(k) Savings Plan and Trust AgreementCitizens Financial Corp. 401…$21MAtlanta Heart Specialists, LLC 401(k) PlanAtlanta Heart Specialists, L…$21MAtlantic Tool & Die Company 401(k) Plan and TrustAtlantic Tool & Die Company …$21MMullen & Filippi 401(k) Profit Sharing PlanMullen & Filippi 401(k) Prof…$21M
End-of-year total assets ($M) among Aso 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN205891009
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aso LLC)

Sponsor-wide plan assets over time

All Aso LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 27.322979034113864% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.1M $20.5M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 327 $16M
2023 1 307 $18M
2024 1 279 $21M

Nearby 401(k) Plans in Florida

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

Aso 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Aso 401(k) Savings Plan, Total assets ($B): 0.020520451 · Participants: 279Aso 401(k) Savings PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Aso 401(k) Savings Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Aso 401(k) Savings Plan side-by-side with 3 peers →

Aso 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Citizens Financial Corp. 401(k) Savings Plan and Trust Agreement in KY ($21M); by covered participants it is Paramit Corporation 401(k) Savings Plan in CA (279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (279 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 Aso 401(k) Savings Plan assets move in 2024? ▼
Aso 401(k) Savings Plan grew sharply - up 15.1% during 2024, from $18M to $21M. Reported net income was $3M.
How have Aso LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aso LLC's sponsor-wide assets grew 27.3%, from $16M to $21M.
Which 401(k) plans are similar in size to Aso 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens Financial Corp. 401(k) Savings Plan and Trust Agreement in KY ($21M, 628 participants).
Which 401(k) plans cover a similar participant headcount to Aso 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paramit Corporation 401(k) Savings Plan in CA (279 participants, N/A 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 205891009.

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.