401(k) · DOL Form 5500 · 2024
Abrdn Inc. 401(k) Plan
Data updated 2026-08-25
- $200M
- Total assets Near avg plan size
- 225
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $890,099
- Avg per participant High balance/head
Official DOL plan name: Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan · Sponsored by Abrdn Inc. · Pennsylvania · Finance & Insurance
$200M in assets, 225 participants
Abrdn Inc.'s Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan reported $200M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #7,768 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan covers 225 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $200M.
- #7,768
- in Finance & Insurance (8,549 peers)
- +5.8%
- assets growth YoY
- 2.0×
- vs typical plan assets (national mean)
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$200,272,340 Top 6% higher than 94% 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
Aberdeen Standard Investments Inc. 401(k) 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. Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (225 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan reported net income fell from $18M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan reported participants fell from 285 in the plan year 2023 filing to 225 in the plan year 2024 filing.
- Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $189M in the plan year 2023 filing to $200M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 510368279 · Abrdn Inc. PY 2024 · 401(k)
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan · $200M · 225 · 94th
- VS-ST $200M
- BOY 225
- SCH 94th
- EBSA 401(k)
- PART near Freedom Mortgage 401(k) Plan
- TYPE ind #7768
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 →
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $189M |
|---|---|
| Net Assets (End of Year) | $200M |
| Net Income | $11M |
| Employer EIN | 510368279 |
| Plan Effective Date | 1998-10-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Abrdn Inc.)
Sponsor-wide plan assets over time
All Abrdn Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $200M 16.889862489528873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 313 | $171M |
| 2023 | 1 | 285 | $189M |
| 2024 | 1 | 225 | $200M |
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
Aberdeen Standard Investments Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Freedom Mortgage 401(k) Plan in NJ ($200M); by covered participants it is West-Mark Retirement Plan in CA (225 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($200M here).
- Freedom Mortgage 401(k) Plan (NJ) $200M · 3,270
- Suncor Energy 401(k) Savings Plan (CO) $200M · 561
- Wolverine World Wide, Inc. 401(k) Retirement Savings Plan I (MI) $200M · 1,108
- Public Health Foundation Enterprises, Inc. 403(b) Plan (CA) $200M · 1,960
Similar participant headcount
Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.
- West-Mark Retirement Plan (CA) 225 · 0 off
- Race Rock 401(k) Plan (TX) 225 · 0 off
- The Corporation of Fine Arts Museums 401(k) Plan (CA) 225 · 0 off
- Aunalytics 401(k) Retirement Savings Plan (IN) 225 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.