401(k) · DOL Form 5500 · 2024
Ashfield Healthcare, LLC 401(k) Plan
Data updated 2026-08-25
- $140M
- Total assets Near avg plan size
- 2,655
- Participants Above avg headcount
- 93rd
- Percentile by assets National rank
- $52,641
- Avg per participant Low balance/head
Official DOL plan name: Inizio Retirement Plan · Sponsored by Ashfield Healthcare, LLC · Pennsylvania · Professional & Technical Services
$140M in assets, 2,655 participants
Ashfield Healthcare, LLC's Inizio Retirement Plan reported $140M in total assets and 2,655 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,904 in Professional & Technical Services (20,173 peers)
Coverage in Pennsylvania
Inizio Retirement Plan covers 2,655 participants in Pennsylvania, 3.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $140M.
- #18,904
- in Professional & Technical Services (20,173 peers)
- +29.7%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Inizio Retirement Plan's outsized position by total assets
Inizio Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$139,761,165 Top 7% higher than 93% 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
Inizio 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. Inizio Retirement Plan lands in the large band (2,655 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Inizio Retirement Plan reported net income fell from $30M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- Inizio Retirement Plan end-of-year assets rose from $108M in the plan year 2023 filing to $140M in the plan year 2024 filing.
- Inizio Retirement Plan reported participants fell from 2,708 in the plan year 2023 filing to 2,655 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 900789049 · Ashfield Healthcare, LLC PY 2024 · 401(k)
Inizio Retirement Plan · $140M · 2,655 · 93rd
- VS-ST $140M
- VS-ST 2,655
- VS-ST 93rd
- VS-ST 401(k)
- VS-ST near Selectquote Retirement Plan
- VS-ST ind #18904
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Inizio Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | $19M |
| Employer EIN | 900789049 |
| Plan Effective Date | 2005-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ashfield Healthcare, LLC)
Sponsor-wide plan assets over time
All Ashfield Healthcare, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $140M 80.59883210024444% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,916 | $77M |
| 2023 | 1 | 2,708 | $108M |
| 2024 | 1 | 2,655 | $140M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Inizio Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Selectquote Retirement Plan in KS ($140M); by covered participants it is Light & Wonder, Inc. 401(k) Plan in NV (2,654 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($140M here).
- Selectquote Retirement Plan (KS) $140M · 4,080
- Braun Intertec 401(k) Retirement Plan (MN) $140M · 1,016
- McDonald's Hopkins LLC Profit Sharing Plan (OH) $140M · 297
- Melaleuca, Inc. 401(k) Savings Plan and Trust (ID) $140M · 2,232
Similar participant headcount
Nearest other-state filings by covered participants (2,655 participants); asset peers above are excluded.
- Light & Wonder, Inc. 401(k) Plan (NV) 2,654 · 1 off
- Dxp Enterprises, Inc. 401(k) Retirement Plan (TX) 2,654 · 1 off
- Ropes & Gray LLP Retirement Savings Plan (MA) 2,656 · 1 off
- Cheney Brothers, Inc. 401(k) Plan (FL) 2,654 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.