Plan5500

Aberdeen Standard Investments — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Aberdeen Standard Investments (EIN 51-0368279) is a plan sponsor located in Philadelphia, PA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
51-0368279
Location
Philadelphia, PA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Aberdeen Standard Investments

  • 2 loaded plans hold $189.3M in reported assets.
  • The largest, Aberdeen Standard Investments Inc. 401(K) Profit Sharing Plan, holds 100% of this company's reported plan assets.
  • Plans cover 849 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$189.3MSummed across loaded plans$189,266,490
Total reported assets$189.3M$189,266,490
Total reported participants849
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$189.3M total assets
Net assets$189.3MLiabilities$0
Contributions & income
Employer contributions$6.3M
Participant contributions$2.7M
Total income / additions$40.9M
Expenses & distributions
Benefits paid / distributions$23M
Total expenses$23M
Net increase / (decrease)$17.9M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Aberdeen Standard Investments Inc. 401(K) Profit Sharing Plan
Participants per plan425Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Aberdeen Standard Investments Inc. 401(K) Profit Sharing Plan$189.3M
    Plan #001 · 564 participants · 2023
  2. 2
    Aberdeen Standard Investments Inc. Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 285 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Aberdeen Standard Investments. Open one for its full reported snapshot.

  1. 2023
    Aberdeen Standard Investments Inc. Welfare Benefit Plan285 participants · 2No schedules
    View filing →
  2. 2023
    Aberdeen Standard Investments Inc. 401(K) Profit Sharing Plan564 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Aberdeen Standard Investments report on Form 5500?
Aberdeen Standard Investments (EIN 51-0368279) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Aberdeen Standard Investments?
The Employer Identification Number (EIN) reported for Aberdeen Standard Investments is 51-0368279.
What is the latest Form 5500 filing year for Aberdeen Standard Investments?
The latest loaded Form 5500 filing year for Aberdeen Standard Investments is 2023.

Related Form 5500 pages