401(k) · DOL Form 5500 · 2024

Assistrx LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
898
Participants Near avg headcount
77th
Percentile by assets National rank
$32,148
Avg per participant Low balance/head
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Official DOL plan name: Assistrx LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Assistrx LLC · Florida · Professional & Technical Services

$29M in assets, 898 participants

Assistrx LLC's Assistrx LLC 401(k) Profit Sharing Plan and Trust reported $29M in total assets and 898 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,466 in Professional & Technical Services (20,173 peers)

Where Assistrx LLC 401(k) Profit Sharing Plan and Trust sits by assets

Assistrx LLC 401(k) Profit Sharing Plan and Trust sits in the top quartile of all filed plans by assets, $29M for 898 participants (~$32,148/participant), up 41.8% in 2024.

#15,466
in Professional & Technical Services (20,173 peers)
+41.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Assistrx LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Assistrx LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$28,868,572 Top 23% higher than 77% 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

Assistrx LLC 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. Assistrx LLC 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (898 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Assistrx LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 539 in the plan year 2023 filing to 898 in the plan year 2024 filing.
  • Assistrx LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $20M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Assistrx LLC 401(k) Profit Sharing Plan and Trust reported net income rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 270770078 · Assistrx LLC PY 2024 · 401(k)

Assistrx LLC 401(k) Profit Sharing Plan and Trust · $29M · 898 · 77th

  • RANK $29M
  • PHOTO 898
  • IND 77th
  • EOY 401(k)
  • 5500 near Nu Way Concrete Forms, Inc. Profit Sharing Plan
  • ASSETS ind #15466

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 Florida →

Assistrx LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Assistrx LLC 401(k) Profit Sharing Plan and TrustAssistrx LLC 401(k) Profit S…$29MNu Way Concrete Forms, Inc. Profit Sharing PlanNu Way Concrete Forms, Inc. …$29MCapstone Investment Advisors LLC 401(k) PlanCapstone Investment Advisors…$29MAaaa Staff Tax-Deferred Savings PlanAaaa Staff Tax-Deferred Savi…$29MInfomerge LLC 401(k) Plan$29M
End-of-year total assets ($M) among Assistrx LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$29M
Net Income$9M
Employer EIN270770078
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Assistrx LLC)

Sponsor-wide plan assets over time

All Assistrx LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 117.43178145240016% vs 2022
2024 filing year
$10M$15M$20M$25M$30M$35M 202220232024 $13.3M $28.9M ▲ +117.4%
Year Plans Participants Total Assets
2022 1 462 $13M
2023 1 539 $20M
2024 1 898 $29M

Nearby 401(k) Plans in Florida

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

Assistrx LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Assistrx LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.028868572 · Participants: 898Assistrx LLC 401(k) Profit Sharing Plan and TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Assistrx LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Assistrx LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Assistrx LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Nu Way Concrete Forms, Inc. Profit Sharing Plan in MO ($29M); by covered participants it is Terra Millennium Corporation 401(k) Plan in UT (898 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (898 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 Assistrx LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Assistrx LLC 401(k) Profit Sharing Plan and Trust surged - up 41.8% during 2024, from $20M to $29M. Reported net income was $9M.
How have Assistrx LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Assistrx LLC's sponsor-wide assets grew 117.4%, from $13M to $29M.
Where does Assistrx LLC 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Assistrx LLC 401(k) Profit Sharing Plan and Trust ranks in the 77th 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 Assistrx LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Nu Way Concrete Forms, Inc. Profit Sharing Plan in MO ($29M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Assistrx LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Terra Millennium Corporation 401(k) Plan in UT (898 participants, $74M 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 270770078.

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.