Other · DOL Form 5500 · 2024

Aspire of Western New York, Inc. Retirement Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
1,561
Participants Near avg headcount
81st
Percentile by assets National rank
$24,453
Avg per participant Low balance/head
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Official DOL plan name: Aspire Employees' Retirement Plan · Sponsored by Aspire of Western New York, Inc. · New York · Healthcare & Social Assistance

$38M in assets, 1,561 participants

Aspire of Western New York, Inc.'s Aspire Employees' Retirement Plan reported $38M in total assets and 1,561 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #14,138 in Healthcare & Social Assistance (16,916 peers)

Where Aspire Employees' Retirement Plan sits by assets

Aspire Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 1,561 participants (~$24,453/participant), up 12.8% in 2024.

#14,138
in Healthcare & Social Assistance (16,916 peers)
+12.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Aspire Employees' Retirement Plan's outsized position by total assets

Aspire Employees' Retirement Plan vs every filed plan by assets

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

$38,171,594 Top 19% higher than 81% 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

Aspire Employees' Retirement 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. Aspire Employees' Retirement Plan lands in the large band (1,561 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aspire Employees' Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Aspire Employees' Retirement Plan end-of-year assets rose from $34M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Aspire Employees' Retirement Plan reported participants rose from 1,496 in the plan year 2023 filing to 1,561 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 160757756 · Aspire of Western New York, Inc. PY 2024 · Other

Aspire Employees' Retirement Plan · $38M · 1,561 · 81st

  • BOY $38M
  • BOY 1,561
  • BOY 81st
  • BOY Other
  • BOY near Meridian International Center Defined Contribution Retirement Plan
  • BOY ind #14138

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Aspire Employees' Retirement Plan in the asset neighbourhood

College Foundation, Inc. Defined Contribution Retirement PlanCollege Foundation, Inc. Def…$38MNachri Tax Deferred Annuity PlanNachri Tax Deferred Annuity …$38MMeridian International Center Defined Contribution Retirement PlanMeridian International Cente…$38MAspire Employees' Retirement PlanAspire Employees' Retirement…$38MStoughton Hospital Association Tax Deferred Annuity 403(b) PlanStoughton Hospital Associati…$38M
End-of-year total assets ($M) among Aspire Employees' Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$38M
Net Income$4M
Employer EIN160757756
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspire of Western New York, Inc.)

Sponsor-wide plan assets over time

All Aspire of Western New York, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 21.35040543871267% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31.5M $38.2M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 1,481 $31M
2023 1 1,496 $34M
2024 1 1,561 $38M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Aspire Employees' Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -5051015 Total assets ($B) Participants Aspire Employees' Retirement Plan, Total assets ($B): 0.038171594 · Participants: 1561Aspire Employees' Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
Aspire Employees' Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Aspire Employees' Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Meridian International Center Defined Contribution Retirement Plan in DC ($38M); by covered participants it is Riverside Community Care, Inc. 403(b) Plan in MA (1,560 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,561 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 Aspire Employees' Retirement Plan assets move in 2024? ▼
Aspire Employees' Retirement Plan grew at a solid clip - up 12.8% during 2024, from $34M to $38M. Reported net income was $4M.
How have Aspire of Western New York, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aspire of Western New York, Inc.'s sponsor-wide assets grew 21.4%, from $31M to $38M.
Where does Aspire Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
Aspire Employees' Retirement Plan ranks in the 81st 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 Other plans are similar in size to Aspire Employees' Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Meridian International Center Defined Contribution Retirement Plan in DC ($38M, 158 participants).
Which Other plans cover a similar participant headcount to Aspire Employees' Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Riverside Community Care, Inc. 403(b) Plan in MA (1,560 participants, $24M in assets).