Other · DOL Form 5500 · 2024

Aspire of Western New York, Inc. Retirement Plan

Data updated 2026-08-11

$38M
Total assets
1,561
Participants
81st
Percentile by assets
$24,453
Avg per participant
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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.

  • 81st percentile by assets (of 123,622 plans)
  • #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.

$38M
total plan assets (2024 EOY)
1,561
covered participants
81st
percentile by assets (of 123,622 plans)
$24,453
avg assets per participant

Where Aspire Employees' Retirement Plan sits 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 $2,010,000,000 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

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 →

Aspire Employees' Retirement Plan vs the 2024 asset distribution

By assets, Aspire Employees' Retirement Plan outranks 81% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

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.)

$30M$35M$40M 202220232024 $31.5M $38.2M ▲ +21.3%
Total plan assets by year, all Aspire of Western New York, Inc. plans on file
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

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' Re…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Aspire Employees' Retirement Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Aspire Employees' Retirement Plan by total assets, not by location.

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).

Scale reading

Ways to act on Aspire Employees' Retirement Plan's numbers.