401(k) · DOL Form 5500 · 2024
Ashton Potter (USA) Ltd. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 172
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $43,416
- Avg per participant Low balance/head
Official DOL plan name: Ashton Potter (USA) Ltd. 401(k) Plan and Trust · Sponsored by Ashton Potter (USA) Ltd. · New York · Manufacturing
$7M in assets, 172 participants
Ashton Potter (USA) Ltd.'s Ashton Potter (USA) Ltd. 401(k) Plan and Trust reported $7M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #6,034 in Manufacturing (17,777 peers)
Coverage in New York
Ashton Potter (USA) Ltd. 401(k) Plan and Trust covers 172 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $7M.
- #6,034
- in Manufacturing (17,777 peers)
- +4.2%
- assets growth YoY
Ashton Potter (USA) Ltd. 401(k) Plan and Trust's mid-pack asset rank among Manufacturing and all filers
Ashton Potter (USA) Ltd. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,467,519 Top 50% higher than 50% 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
Ashton Potter (USA) Ltd. 401(k) Plan and Trust 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. Ashton Potter (USA) Ltd. 401(k) Plan and Trust sits mid-pack in the medium band (172 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ashton Potter (USA) Ltd. 401(k) Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $78K in the plan year 2024 filing.
- Ashton Potter (USA) Ltd. 401(k) Plan and Trust end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Ashton Potter (USA) Ltd. 401(k) Plan and Trust reported participants rose from 170 in the plan year 2023 filing to 172 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 043725219 · Ashton Potter (USA) Ltd. PY 2024 · 401(k)
Ashton Potter (USA) Ltd. 401(k) Plan and Trust · $7M · 172 · 50th
- BOOK $7M
- BOOK 172
- BOOK 50th
- BOOK 401(k)
- BOOK near Sheffield Pharmaceuticals, LLC Retirement Plan
- BOOK ind #6034
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 New York →
Ashton Potter (USA) Ltd. 401(k) Plan and Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $78K |
| Employer EIN | 043725219 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ashton Potter (USA) Ltd.)
Sponsor-wide plan assets over time
All Ashton Potter (USA) Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 21.970970737821634% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $6M |
| 2023 | 1 | 170 | $7M |
| 2024 | 1 | 172 | $7M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Ashton Potter (USA) Ltd. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Sheffield Pharmaceuticals, LLC Retirement Plan in CT ($7M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Sheffield Pharmaceuticals, LLC Retirement Plan (CT) $7M · 107
- Ra Cummings 401(k) Plan (ME) $7M · 113
- Dhillon Healthcare Group 401(k) Plan (CA) $7M · 343
- Schnellecke Logistics USA, LLC 401(k) Plan (TN) $7M · 2,022
Similar participant headcount
Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.
- Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan (HI) 172 · 0 off
- The Milk Shake Factory 401(k) Plan (PA) 172 · 0 off
- Lifeline Foods 401(k) Retirement Plan (MO) 172 · 0 off
- Superior National Bank 401(k) & Profit Sharing Plan (MI) 172 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.