401(k) · DOL Form 5500 · 2024

Ashfield Healthcare Comm. 401(k) Plan

Data updated 2026-08-25

$134M
Total assets Near avg plan size
838
Participants Near avg headcount
92nd
Percentile by assets National rank
$160,103
Avg per participant Above avg balance/head
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Official DOL plan name: Inizio Employee Savings Plan · Sponsored by Ashfield Healthcare Comm. · Pennsylvania · Professional & Technical Services

$134M in assets, 838 participants

Ashfield Healthcare Comm.'s Inizio Employee Savings Plan reported $134M in total assets and 838 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,848 in Professional & Technical Services (20,173 peers)

Where Inizio Employee Savings Plan sits by assets

Inizio Employee Savings Plan sits in the top 10% of all filed plans by assets, $134M for 838 participants (~$160,103/participant), up 25.6% in 2024.

#18,848
in Professional & Technical Services (20,173 peers)
+25.6%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Inizio Employee Savings Plan's outsized position by total assets

Inizio Employee Savings Plan vs every filed plan by assets

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

$134,166,172 Top 8% higher than 92% 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

Inizio Employee Savings 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. Inizio Employee Savings Plan sits mid-pack in the medium band (838 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Inizio Employee Savings Plan end-of-year assets rose from $107M in the plan year 2023 filing to $134M in the plan year 2024 filing.
  • Inizio Employee Savings Plan reported participants rose from 796 in the plan year 2023 filing to 838 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 208512445 · Ashfield Healthcare Comm. PY 2024 · 401(k)

Inizio Employee Savings Plan · $134M · 838 · 92nd

  • BOOK $134M
  • BOOK 838
  • BOOK 92nd
  • BOOK 401(k)
  • BOOK near Insmed, Inc. 401(k) Plan and Trust
  • BOOK ind #18848

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 Employee Savings Plan in the asset neighbourhood

Inizio Employee Savings Plan$134MInsmed, Inc. 401(k) Plan and TrustInsmed, Inc. 401(k) Plan and…$134MLandrum Professional Employer Services Retirement Savings PlanLandrum Professional Employe…$134MDowl LLC Retirement Savings and Investment PlanDowl LLC Retirement Savings …$134MHutchinson Clinic, P.a. Employees' 401(k) Profit Sharing Plan and TrustHutchinson Clinic, P.a. Empl…$134M
End-of-year total assets ($M) among Inizio Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$134M
Net Income$26M
Employer EIN208512445
Plan Effective Date2007-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ashfield Healthcare Comm.)

Sponsor-wide plan assets over time

All Ashfield Healthcare Comm. plans reported in each filing year

Latest sponsor-wide plan assets
$134M 65.57242675558922% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $81M $134M ▲ +65.6%
Year Plans Participants Total Assets
2022 1 682 $81M
2023 1 796 $107M
2024 1 838 $134M

Nearby 401(k) Plans in Pennsylvania

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

Inizio Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Inizio Employee Savings Plan, Total assets ($B): 0.134166172 · Participants: 838Inizio Employee Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Inizio Employee Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Inizio Employee Savings Plan side-by-side with 3 peers →

Inizio Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Insmed, Inc. 401(k) Plan and Trust in NJ ($134M); by covered participants it is Westbury Jeep Chrysler Dodge I 401(k) Profit Sharing Plan and Trust in NY (838 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (838 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 Inizio Employee Savings Plan assets move in 2024? ▼
Inizio Employee Savings Plan grew sharply - up 25.6% during 2024, from $107M to $134M. Reported net income was $26M.
How have Ashfield Healthcare Comm. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ashfield Healthcare Comm.'s sponsor-wide assets grew 65.6%, from $81M to $134M.
Where does Inizio Employee Savings Plan rank by assets among Form 5500 filers? ▼
Inizio Employee Savings Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Inizio Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Insmed, Inc. 401(k) Plan and Trust in NJ ($134M, 696 participants).
Which 401(k) plans cover a similar participant headcount to Inizio Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Westbury Jeep Chrysler Dodge I 401(k) Profit Sharing Plan and Trust in NY (838 participants, $21M 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 208512445.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.