401(k) · DOL Form 5500 · 2024

Aureum Assisted Living, Inc. 401(k) Plan

Data updated 2026-08-25

$829K
Total assets Small plan by assets
N/A
Participants Small participant base
22nd
Percentile by assets National rank
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Official DOL plan name: Aureum Assisted Living, Inc. 401(k) Plan · Sponsored by Aureum Assisted Living, Inc. · Arizona · Healthcare & Social Assistance

$829K in assets, N/A participants

Aureum Assisted Living, Inc.'s Aureum Assisted Living, Inc. 401(k) Plan reported $829K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,911 in Healthcare & Social Assistance (16,916 peers)

Aureum Assisted Living, Inc. multi-year trail

Aureum Assisted Living, Inc.'s plans moved -31.6% in assets from 2023 to 2024; this filing shows Aureum Assisted Living, Inc. 401(k) Plan at $829K / N/A participants.

#2,911
in Healthcare & Social Assistance (16,916 peers)
-31.6%
assets change YoY

The plan reported a net loss of $383K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Aureum Assisted Living, Inc. 401(k) Plan among the smaller filed plans by assets

Aureum Assisted Living, Inc. 401(k) Plan vs every filed plan by assets

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

$828,550 22nd percentile higher than 22% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aureum Assisted Living, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to -$383K in the plan year 2024 filing.
  • Aureum Assisted Living, Inc. 401(k) Plan end-of-year assets fell from $1M in the plan year 2023 filing to $829K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 923933581 · Aureum Assisted Living, Inc. PY 2024 · 401(k)

Aureum Assisted Living, Inc. 401(k) Plan · $829K · N/A · 22nd

  • EBSA $829K
  • PART N/A
  • TYPE 22nd
  • NET 401(k)
  • BOOK near Tg Window Coverings, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #2911

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 →

Aureum Assisted Living, Inc. 401(k) Plan in the asset neighbourhood

Aureum Assisted Living, Inc. 401(k) PlanAureum Assisted Living, Inc.…$829KTg Window Coverings, Inc. 401(k) Profit Sharing PlanTg Window Coverings, Inc. 40…$829KVillages for Vets, Inc. 401(k) PlanVillages for Vets, Inc. 401(…$829KJulia Gussett Cpa a Professional Corporation 401(k) PlanJulia Gussett Cpa a Professi…$829KRetirement Income Security Plan-Interim Healthcare of TopekaRetirement Income Security P…$828K
End-of-year total assets ($M) among Aureum Assisted Living, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Aureum Assisted Living, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aureum Assisted Living, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$829K 31.586252680443273% vs 2023
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 20232024 $1.21M $0.83M ▼ -31.4%
Year Plans Participants Total Assets
2023 1 N/A $1M
2024 1 N/A $829K

Aureum Assisted Living, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$829K
Net Income-$383K
Employer EIN923933581
Plan Effective Date2023-04-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Aureum Assisted Living, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Aureum Assisted Living, Inc. 401(k) Plan, Total assets ($B): 0.00082855 · Participants: 0Aureum Assisted Living, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Aureum Assisted Living, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Aureum Assisted Living, Inc. 401(k) Plan side-by-side with 3 peers →

Aureum Assisted Living, Inc. 401(k) Plan's closest out-of-state 401(k) peers by assets

Outside Arizona, the nearest 401(k) by end-of-year assets is Tg Window Coverings, Inc. 401(k) Profit Sharing Plan in NY at $829K (this filing: $829K).

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 Aureum Assisted Living, Inc. 401(k) Plan assets move in 2024? ▼
Aureum Assisted Living, Inc. 401(k) Plan contracted severely - down 31.6% during 2024, from $1M to $829K. Reported net income was -$383K.
How have Aureum Assisted Living, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Aureum Assisted Living, Inc.'s sponsor-wide assets declined 31.6%, from $1M to $829K.
Where does Aureum Assisted Living, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Aureum Assisted Living, Inc. 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Aureum Assisted Living, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tg Window Coverings, Inc. 401(k) Profit Sharing Plan in NY ($829K, 1 participant).

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 923933581.

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.