401(k) · DOL Form 5500 · 2024

Aspen Enterprises, Ltd. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets: 244
Participants Below avg headcount: 69th
Percentile by assets National rank: $77,686
Avg per participant Below avg balance/head

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Official DOL plan name: Finlays Americas 401(k) Plan · Sponsored by Aspen Enterprises, Ltd. · Texas · Manufacturing

$19M in assets, 244 participants

Aspen Enterprises, Ltd.'s Finlays Americas 401(k) Plan reported $19M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

#10,393 in Manufacturing (17,777 peers)

Coverage in Texas

Finlays Americas 401(k) Plan covers 244 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $19M.

#10,393
in Manufacturing (17,777 peers): +16.7%
assets growth YoY

Finlays Americas 401(k) Plan's outsized position by total assets

Finlays Americas 401(k) Plan vs every filed plan by assets

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

$18,955,480 Top 31% higher than 69% 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

Finlays Americas 401(k) 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. Finlays Americas 401(k) Plan sits mid-pack in the medium band (244 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Finlays Americas 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Finlays Americas 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Finlays Americas 401(k) Plan reported participants rose from 235 in the plan year 2023 filing to 244 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 742661555 · Aspen Enterprises, Ltd. PY 2024 · 401(k)

Finlays Americas 401(k) Plan · $19M · 244 · 69th

EOY $19M
EOY 244
EOY 69th
EOY 401(k)
EOY near Infectious Diseases Society of America Retirement Plan
EOY ind #10393

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 Manufacturing retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Finlays Americas 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$16M
Net Assets (End of Year)	$19M
Net Income	$3M
Employer EIN	742661555
Plan Effective Date	2020-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Aspen Enterprises, Ltd.)

Latest sponsor-wide plan assets: $19M 34.45863839940745% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	191	$14M
2023	1	235	$16M
2024	1	244	$19M

Nearby 401(k) Plans in Texas

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

Finlays Americas 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Finlays Americas 401(k) Plan side-by-side with 3 peers →

Finlays Americas 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Infectious Diseases Society of America Retirement Plan in VA ($19M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (244 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Infectious Diseases Society of America Retirement Plan (VA) $19M · 102
Redhorse Corporation 401(k) Plan (VA) $19M · 326
Tulley Automotive Group, Inc. 401(k) Profit Sharing Plan (NH) $19M · 318
Reit Management Corp. 401(k) Plan (NY) $19M · 70

Similar participant headcount

Nearest other-state filings by covered participants (244 participants); asset peers above are excluded.

Cansortium Holdings 401(k) Plan (FL) 244 · 0 off
Envision Aesc US, LLC 401(k) Plan (TN) 244 · 0 off
D & D Gear, Inc. 401(k) Profit Sharing Plan (CA) 244 · 0 off
Peoples Mortgage 401(k) Plan (AZ) 244 · 0 off

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 Finlays Americas 401(k) Plan assets move in 2024? ▼

Finlays Americas 401(k) Plan grew sharply - up 16.7% during 2024, from $16M to $19M. Reported net income was $3M.

How have Aspen Enterprises, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Aspen Enterprises, Ltd.'s sponsor-wide assets grew 34.5%, from $14M to $19M.

Which 401(k) plans are similar in size to Finlays Americas 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Infectious Diseases Society of America Retirement Plan in VA ($19M, 102 participants).

Which 401(k) plans cover a similar participant headcount to Finlays Americas 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Cansortium Holdings 401(k) Plan in FL (244 participants, $165K 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 742661555.