401(k) · DOL Form 5500 · 2024

Aspida Financial Services, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
130
Participants Small participant base
64th
Percentile by assets National rank
$110,925
Avg per participant Below avg balance/head
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Official DOL plan name: Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Aspida Financial Services, LLC · North Carolina · Finance & Insurance

$14M in assets, 130 participants

Aspida Financial Services, LLC's Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust reported $14M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,080 in Finance & Insurance (8,549 peers)

Coverage in North Carolina

Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust covers 130 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $14M.

#4,080
in Finance & Insurance (8,549 peers)
+18.1%
assets growth YoY

Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$14,420,302 Top 36% higher than 64% 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

Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust 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. Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$337K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $12M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust reported participants fell from 137 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 474223933 · Aspida Financial Services, LLC PY 2024 · 401(k)

Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust · $14M · 130 · 64th

  • 5500 $14M
  • ASSETS 130
  • PCT 64th
  • EIN 401(k)
  • RANK near Amerijet International Pilots 401(k) Plan
  • PHOTO ind #4080

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 North Carolina →

Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Aspida Financial Services, LLC 401(k) Profit Sharing Plan and TrustAspida Financial Services, L…$14MAmerijet International Pilots 401(k) PlanAmerijet International Pilot…$14MProgeny 3, Inc. 401(k) and Profit Sharing PlanProgeny 3, Inc. 401(k) and P…$14MAmerican Tartaric Products, Inc. Profit Sharing Plan & TrustAmerican Tartaric Products, …$14MD-J Engineering, Inc. 401(k) Retirement PlanD-J Engineering, Inc. 401(k)…$14M
End-of-year total assets ($M) among Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN474223933
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspida Financial Services, LLC)

Sponsor-wide plan assets over time

All Aspida Financial Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 14.93808298770268% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $12.6M $14.4M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 95 $13M
2023 1 137 $12M
2024 1 130 $14M

Nearby 401(k) Plans in North Carolina

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

Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.014420302 · Participants: 130Aspida Financial Services, LLC 401(k) Profit Sharing Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Amerijet International Pilots 401(k) Plan in FL ($14M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 18.1% during 2024, from $12M to $14M. Reported net income was $2M.
How have Aspida Financial Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspida Financial Services, LLC's sponsor-wide assets grew 14.9%, from $13M to $14M.
Which 401(k) plans are similar in size to Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Amerijet International Pilots 401(k) Plan in FL ($14M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Aspida Financial Services, LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 474223933.

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.