401(k) · DOL Form 5500 · 2024

Ascot US Holding Corporation 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
483
Participants Below avg headcount
87th
Percentile by assets National rank
$137,609
Avg per participant Near avg balance/head
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Official DOL plan name: Ascot 401(k) Retirement Plan · Sponsored by Ascot US Holding Corporation · New York · Finance & Insurance

$66M in assets, 483 participants

Ascot US Holding Corporation's Ascot 401(k) Retirement Plan reported $66M in total assets and 483 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,844 in Finance & Insurance (8,549 peers)

Where Ascot 401(k) Retirement Plan sits by assets

Ascot 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $66M for 483 participants (~$137,609/participant), up 34.3% in 2024.

#6,844
in Finance & Insurance (8,549 peers)
+34.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Ascot 401(k) Retirement Plan's outsized position by total assets

Ascot 401(k) Retirement Plan vs every filed plan by assets

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

$66,464,947 Top 13% higher than 87% 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

Ascot 401(k) Retirement 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. Ascot 401(k) Retirement Plan sits mid-pack in the medium band (483 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ascot 401(k) Retirement Plan end-of-year assets rose from $49M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Ascot 401(k) Retirement Plan reported participants rose from 419 in the plan year 2023 filing to 483 in the plan year 2024 filing.
  • Ascot 401(k) Retirement Plan reported net income rose from $16M in the plan year 2023 filing to $17M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 822798478 · Ascot US Holding Corporation PY 2024 · 401(k)

Ascot 401(k) Retirement Plan · $66M · 483 · 87th

  • BOOK $66M
  • BOOK 483
  • BOOK 87th
  • BOOK 401(k)
  • BOOK near Hea Clinic, P.a. 401(k) Plan
  • BOOK ind #6844

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 Finance & Insurance retirement plans → · Plans in New York →

Ascot 401(k) Retirement Plan in the asset neighbourhood

Chesmar Homes LLC 401(k) Plan$66MLabware Holdings, Inc. 401(k) Profit Sharing PlanLabware Holdings, Inc. 401(k…$66MHea Clinic, P.a. 401(k) Plan$66MAscot 401(k) Retirement Plan$66MReady Pac Foods, Inc. 401(k) Retirement Savings PlanReady Pac Foods, Inc. 401(k)…$66M
End-of-year total assets ($M) among Ascot 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$66M
Net Income$17M
Employer EIN822798478
Plan Effective Date2018-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascot US Holding Corporation)

Sponsor-wide plan assets over time

All Ascot US Holding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$66M 98.22687240961277% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $33.5M $66.5M ▲ +98.2%
Year Plans Participants Total Assets
2022 1 342 $34M
2023 1 419 $49M
2024 1 483 $66M

Nearby 401(k) Plans in New York

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

Ascot 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ascot 401(k) Retirement Plan, Total assets ($B): 0.066464947 · Participants: 483Ascot 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Ascot 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ascot 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Hea Clinic, P.a. 401(k) Plan in TX ($66M); by covered participants it is Polo Custom Products 401(k) Plan in KS (483 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (483 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 Ascot 401(k) Retirement Plan assets move in 2024? ▼
Ascot 401(k) Retirement Plan surged - up 34.3% during 2024, from $49M to $66M. Reported net income was $17M.
How have Ascot US Holding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascot US Holding Corporation's sponsor-wide assets grew 98.2%, from $34M to $66M.
Where does Ascot 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ascot 401(k) Retirement Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ascot 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hea Clinic, P.a. 401(k) Plan in TX ($66M, 544 participants).
Which 401(k) plans cover a similar participant headcount to Ascot 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Polo Custom Products 401(k) Plan in KS (483 participants, $11M 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 822798478.

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.