401(k) · DOL Form 5500 · 2024

Aspire General Insurance Services LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
265
Participants Below avg headcount
46th
Percentile by assets National rank
$24,013
Avg per participant Low balance/head
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Official DOL plan name: Aspire General Insurance 401(k) Profit Sharing Plan and Trust · Sponsored by Aspire General Insurance Services LLC · California · Information & Media

$6M in assets, 265 participants

Aspire General Insurance Services LLC's Aspire General Insurance 401(k) Profit Sharing Plan and Trust reported $6M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #864 in Information & Media (2,822 peers)

Coverage in California

Aspire General Insurance 401(k) Profit Sharing Plan and Trust covers 265 participants in California, about 42% of the average California filer (state average ~630 per filing). Assets: $6M.

#864
in Information & Media (2,822 peers)
+38.2%
assets growth YoY

Aspire General Insurance 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Information & Media and all filers

Aspire General Insurance 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$6,363,493 46th percentile higher than 46% 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

Aspire General Insurance 401(k) Profit Sharing 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. Aspire General Insurance 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aspire General Insurance 401(k) Profit Sharing Plan and Trust reported participants rose from 120 in the plan year 2023 filing to 265 in the plan year 2024 filing.
  • Aspire General Insurance 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Aspire General Insurance 401(k) Profit Sharing Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 454697629 · Aspire General Insurance Services LLC PY 2024 · 401(k)

Aspire General Insurance 401(k) Profit Sharing Plan and Trust · $6M · 265 · 46th

  • PART $6M
  • TYPE 265
  • NET 46th
  • BOOK 401(k)
  • VS-ST near Kinex/R&m Holdco, LLC Savings Plan
  • BOY ind #864

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 Information & Media retirement plans → · Plans in California →

Aspire General Insurance 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Aspire General Insurance 401(k) Profit Sharing Plan and TrustAspire General Insurance 401…$6MKinex/R&m Holdco, LLC Savings PlanKinex/R&m Holdco, LLC Saving…$6MCoastal Group 401(k) Plan$6MO'connor, Hoso & Loree, LLC 401(k) Retirement PlanO'connor, Hoso & Loree, LLC …$6MHmc Management Services, Inc. Retirement PlanHmc Management Services, Inc…$6M
End-of-year total assets ($M) among Aspire General Insurance 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN454697629
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aspire General Insurance Services LLC)

Sponsor-wide plan assets over time

All Aspire General Insurance Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.20761027734944% vs 2023
2024 filing year
$4M$5M$6M$7M 20232024 $4.6M $6.36M ▲ +38.3%
Year Plans Participants Total Assets
2023 1 120 $5M
2024 1 265 $6M

Nearby 401(k) Plans in California

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

Aspire General Insurance 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Aspire General Insurance 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.006363493 · Participants: 265Aspire General Insurance 401(k) Profit Sharing Plan and TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Aspire General Insurance 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Aspire General Insurance 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Aspire General Insurance 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kinex/R&m Holdco, LLC Savings Plan in WI ($6M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Aspire General Insurance 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Aspire General Insurance 401(k) Profit Sharing Plan and Trust surged - up 38.2% during 2024, from $5M to $6M. Reported net income was $2M.
How have Aspire General Insurance Services LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Aspire General Insurance Services LLC's sponsor-wide assets grew 38.2%, from $5M to $6M.
Which 401(k) plans are similar in size to Aspire General Insurance 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kinex/R&m Holdco, LLC Savings Plan in WI ($6M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Aspire General Insurance 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Territorial Savings Bank 401(k) Plan in HI (265 participants, $29M 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 454697629.

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.