Plan5500

Aspen, CO Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aspen, CO has 10 loaded benefit plan(s) reported by 8 plan sponsor(s), with $198,112,737 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
10
Plan sponsors
8
Latest filing year
2023

What stands out in Aspen

  • 10 loaded plans hold $198.1M in reported assets across 8 sponsors.
  • The largest, Aspen Skiing Company Savings Plan, holds 87% of reported Aspen plan assets.
  • Plans cover 6,487 participants — about 649 per plan.
  • 70% of loaded plans report full Schedule H/I financial statements.
  • 20% report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$195.8MSummed across loaded plans$195,814,842
Total reported assets$198.1M$198,112,737
Total reported participants6.5K6,487
Total reported liabilities$2.5K$2,500

Reported net position

Reported assets = net assets + liabilities (summed)$198.1M total assets
Net assets$195.8MLiabilities$2.5K
Contributions & income
Employer contributions$5.2M
Participant contributions$9.6M
Total income / additions$48.3M
Expenses & distributions
Benefits paid / distributions$14.3M
Total expenses$14.5M
Net increase / (decrease)$33.8M

Data coverage

Plans with financial statements7 / 10 (70%)
Plans with provider compensation2 / 10 (20%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Aspen, CO plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Aspen market comparison

Largest plan share of assets87%Aspen Skiing Company Savings Plan
Participants per plan649Average across loaded plans
Plan sponsors8
Ranked by reported assets

Largest loaded plans in Aspen

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Aspen Skiing Company Savings Plan$172.6M
    Aspen Skiing Company · 2023
  2. 2
    Oates Knezevich Gardenswartz Kelly & Morrow Pc Profit Sharing Plan$12.8M
    Oates Knezevich Gardenswartz Kelly & Morrow Pc Profit Sharing Plan · 2023
  3. 3
    Hansen Construction, Inc. 401(K) Plan$4.9M
    Hansen Construction, Inc. · 2023
  4. 4
    Clark'S Market, Inc. 401(K) Profit Sharing Plan$3.8M
    Clark'S Market, Inc. · 2023
  5. 5
    Lenado Capital Advisors, LLC Salary Deferral Plan$2.3M
    Lenado Capital Advisors, LLC · 2023
  6. 6
    Rossmore Enterprises Money Purchase Pension Plan And Trust$1.5M
    Rossmore Enterprises · 2023
  7. 7
    Beinn Taigh Co. 401(K) Plan$285.4K
    Beinn Taigh Co. · 2023
  8. 8
    Aspen Skiing Company Health And Welfare Benefit Plannot reported in the loaded dataset
    Aspen Skiing Company, L.L.C. · 2023
  9. 9
    Clark'S Market Employee Benefit Plannot reported in the loaded dataset
    Clark'S Market, Inc. · 2023
  10. 10
    Mountain Temp Services, LLC Health & Welfare Plannot reported in the loaded dataset
    Mountain Temp Services, LLC · 2023

Largest plans in Aspen → · Aspen plans by participants → · Aspen plans with financial data → · Aspen plans with provider compensation → · $1B+ plans in Aspen →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Aspen, CO?
10 plan(s) reported by 8 sponsor(s) are loaded for Aspen, CO.

Related Form 5500 pages