401(k) · DOL Form 5500 · 2024

Aledade, Inc. 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
1,348
Participants Near avg headcount
90th
Percentile by assets National rank
$73,049
Avg per participant Below avg balance/head
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Official DOL plan name: Aledade 401(k) Savings and Investment Plan · Sponsored by Aledade, Inc. · Maryland · Professional & Technical Services

$98M in assets, 1,348 participants

Aledade, Inc.'s Aledade 401(k) Savings and Investment Plan reported $98M in total assets and 1,348 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,446 in Professional & Technical Services (20,173 peers)

Where Aledade 401(k) Savings and Investment Plan sits by assets

Aledade 401(k) Savings and Investment Plan sits in the top 10% of all filed plans by assets, $98M for 1,348 participants (~$73,049/participant), up 55.2% in 2024.

#18,446
in Professional & Technical Services (20,173 peers)
+55.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Aledade 401(k) Savings and Investment Plan's outsized position by total assets

Aledade 401(k) Savings and Investment Plan vs every filed plan by assets

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

$98,470,572 Top 10% higher than 90% 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

Aledade 401(k) Savings and Investment 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. Aledade 401(k) Savings and Investment Plan lands in the large band (1,348 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aledade 401(k) Savings and Investment Plan end-of-year assets rose from $63M in the plan year 2023 filing to $98M in the plan year 2024 filing.
  • Aledade 401(k) Savings and Investment Plan reported net income rose from $26M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Aledade 401(k) Savings and Investment Plan reported participants rose from 1,249 in the plan year 2023 filing to 1,348 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 465417350 · Aledade, Inc. PY 2024 · 401(k)

Aledade 401(k) Savings and Investment Plan · $98M · 1,348 · 90th

  • 5500 $98M
  • ASSETS 1,348
  • PCT 90th
  • EIN 401(k)
  • RANK near Aaa Life Insurance Pension and 401(k) Plan
  • PHOTO ind #18446

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 Maryland →

Aledade 401(k) Savings and Investment Plan in the asset neighbourhood

Litchfield Cavo LLP 401(k) PlanLitchfield Cavo LLP 401(k) P…$98MMorse Operations, Inc. 401(k) Retirement Savings PlanMorse Operations, Inc. 401(k…$98MOrthonebraska 401(k) Plan$98MAledade 401(k) Savings and Investment PlanAledade 401(k) Savings and I…$98MAaa Life Insurance Pension and 401(k) PlanAaa Life Insurance Pension a…$98M
End-of-year total assets ($M) among Aledade 401(k) Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$98M
Net Income$35M
Employer EIN465417350
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aledade, Inc.)

Sponsor-wide plan assets over time

All Aledade, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 165.31464309810477% vs 2022
2024 filing year
$20M$40M$60M$80M$100M$120M 202220232024 $37.1M $98.5M ▲ +165.3%
Year Plans Participants Total Assets
2022 1 656 $37M
2023 1 1,249 $63M
2024 1 1,348 $98M

Nearby 401(k) Plans in Maryland

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

Aledade 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aledade 401(k) Savings and Investment Plan, Total assets ($B): 0.098470572 · Participants: 1348Aledade 401(k) Savings and Investment PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Aledade 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Aledade 401(k) Savings and Investment Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Aaa Life Insurance Pension and 401(k) Plan in MI ($98M); by covered participants it is Kubota Tractor 401(k) Plan in TX (1,348 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($98M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,348 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 Aledade 401(k) Savings and Investment Plan assets move in 2024? ▼
Aledade 401(k) Savings and Investment Plan surged - up 55.2% during 2024, from $63M to $98M. Reported net income was $35M.
How have Aledade, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aledade, Inc.'s sponsor-wide assets grew 165.3%, from $37M to $98M.
Where does Aledade 401(k) Savings and Investment Plan rank by assets among Form 5500 filers? ▼
Aledade 401(k) Savings and Investment Plan ranks in the 90th 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 Aledade 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aaa Life Insurance Pension and 401(k) Plan in MI ($98M, 802 participants).
Which 401(k) plans cover a similar participant headcount to Aledade 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kubota Tractor 401(k) Plan in TX (1,348 participants, $164M 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 465417350.

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.