401(k) · DOL Form 5500 · 2024
Ascending Performance, Inc. 401(k) Plan
Data updated 2026-08-25
- $73K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 5th
- Percentile by assets National rank
- $72,546
- Avg per participant Below avg balance/head
Official DOL plan name: Ascending Performance, Inc. Retirement Plan · Sponsored by Ascending Performance, Inc. · North Carolina · Educational Services
$73K in assets, 1 participants
Ascending Performance, Inc.'s Ascending Performance, Inc. Retirement Plan reported $73K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.
- #152 in Educational Services (3,638 peers)
2024 asset change
Ascending Performance, Inc. Retirement Plan pulled back noticeably 14.8% in 2024 ($85K → $73K) for 1 participant.
- #152
- in Educational Services (3,638 peers)
- -14.8%
- assets change YoY
The plan reported a net loss of $13K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ascending Performance, Inc. Retirement Plan among the smaller filed plans by assets
Ascending Performance, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,546 5th percentile higher than 5% 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
Ascending Performance, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ascending Performance, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ascending Performance, Inc. Retirement Plan reported net income fell from $18K in the plan year 2023 filing to -$13K in the plan year 2024 filing.
- Ascending Performance, Inc. Retirement Plan end-of-year assets fell from $85K in the plan year 2023 filing to $73K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 844106591 · Ascending Performance, Inc. PY 2024 · 401(k)
Ascending Performance, Inc. Retirement Plan · $73K · 1 · 5th
- NET $73K
- BOOK 1
- VS-ST 5th
- BOY 401(k)
- SCH near Valadez Properties Corporation 401(k) Plan
- EBSA ind #152
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 Educational Services retirement plans → · Plans in North Carolina →
Ascending Performance, Inc. Retirement Plan in the asset neighbourhood
Ascending Performance, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Ascending Performance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $73K 8.476755835339505% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $67K |
| 2023 | 1 | 1 | $85K |
| 2024 | 1 | 1 | $73K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $85K |
|---|---|
| Net Assets (End of Year) | $73K |
| Net Income | -$13K |
| Employer EIN | 844106591 |
| Plan Effective Date | 2020-01-10 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Ascending Performance, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Valadez Properties Corporation 401(k) Plan in OR ($73K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($73K here).
- Valadez Properties Corporation 401(k) Plan (OR) $73K · N/A
- Daymar, Inc. 401(k) Plan (MO) $73K · 10
- Livtru Corp. 401(k) Plan (RI) $72K · N/A
- S3f, Inc. 401(k) Plan (GA) $72K · 1
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.