401(k) · DOL Form 5500 · 2024

AZPERIO 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 99
Participants Small participant base: 52nd
Percentile by assets National rank: $85,139
Avg per participant Below avg balance/head

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Official DOL plan name: Azperio 401(k) Plan · Sponsored by AZPERIO · Arizona · Healthcare & Social Assistance

$8M in assets, 99 participants

AZPERIO's Azperio 401(k) Plan reported $8M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

#9,691 in Healthcare & Social Assistance (16,916 peers)

AZPERIO multi-year trail

AZPERIO's plans moved +11.9% in assets from 2022 to 2024; this filing shows Azperio 401(k) Plan at $8M / 99 participants.

#9,691
in Healthcare & Social Assistance (16,916 peers): +8.7%
assets growth YoY

Azperio 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Azperio 401(k) Plan vs every filed plan by assets

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

$8,428,784 Top 48% higher than 52% 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

Azperio 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Azperio 401(k) Plan is a small filing (99 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Azperio 401(k) Plan reported net income rose from $221K in the plan year 2023 filing to $673K in the plan year 2024 filing.
Azperio 401(k) Plan reported participants rose from 88 in the plan year 2023 filing to 99 in the plan year 2024 filing.
Azperio 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 201473037 · AZPERIO PY 2024 · 401(k)

Azperio 401(k) Plan · $8M · 99 · 52nd

EOY $8M
EOY 99
EOY 52nd
EOY 401(k)
EOY near The Woodlands Christian Academy 403(b) Plan
EOY ind #9691

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

End-of-year total assets ($M) among Azperio 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

AZPERIO multi-year asset trail

Latest sponsor-wide plan assets: $8M 11.863531753188935% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	105	$8M
2023	1	88	$8M
2024	1	99	$8M

AZPERIO filing trail (2024)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	$673K
Employer EIN	201473037
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Azperio 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $6.1B · 7,971
Banner Health Employees 401(k) Plan $4.9B · 54,731
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
Republic Services, Inc. 401(k) Plan $2.7B · 32,629
Stantec 401(k) Plan $2.3B · 11,603

Compare Azperio 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is The Woodlands Christian Academy 403(b) Plan in TX ($8M); by covered participants it is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

The Woodlands Christian Academy 403(b) Plan (TX) $8M · 188
Tweezerman International 401(k) Plan (NY) $8M · 122
401(k) Profit Sharing Plan for Employees of Information & Referral Federation of Los Angeles County (CA) $8M · 103
Sullivan-Palatek, Inc. 401(k) Plan (IN) $8M · 222

Similar participant headcount

Nearest other-state filings by covered participants (99 participants); asset peers above are excluded.

G5 Enterprises, Inc. 401(k) Profit Sharing Plan (MO) 99 · 0 off
Premier Medical Group Profit Sharing Plan (NY) 99 · 0 off
The Assumption Home 401(k) Plan & Trust (MN) 99 · 0 off
Dan's Excavating, Inc. 401(k) Plan (MI) 99 · 0 off

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 Azperio 401(k) Plan assets move in 2024? ▼

Azperio 401(k) Plan grew at a solid clip - up 8.7% during 2024, from $8M to $8M. Reported net income was $673K.

How have AZPERIO plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), AZPERIO's sponsor-wide assets grew 11.9%, from $8M to $8M.

Which 401(k) plans are similar in size to Azperio 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is The Woodlands Christian Academy 403(b) Plan in TX ($8M, 188 participants).

Which 401(k) plans cover a similar participant headcount to Azperio 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is G5 Enterprises, Inc. 401(k) Profit Sharing Plan in MO (99 participants, N/A 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 201473037.