Assets, Inc. 401(k) Plan: Login, Facts & Contact Information
Assets, Inc. 401(k) Login
57 former Assets, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Assets, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Sep 4, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $493,471 went into the plan in contributions, $56,610 of it from the employer (12%).
- $421,163 was paid out to participants.
- Investment and other income added $727,796.
- Administrative expenses were $76,799, about $422 per account.
How the Assets, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 391 | $5.72 million | $46,789 | $743,140 |
| 2020 | 380 | $6.77 million | $34,280 | $236,944 |
| 2021 | 361 | $7.22 million | $27,041 | $742,727 |
| 2022 | 321 | $6.17 million | $54,597 | $439,832 |
| 2023 | 323 | $6.76 million | $57,842 | $689,167 |
| 2024 | 336 | $7.48 million | $56,610 | $421,163 |
Assets, Inc. 401(k) Contact Information
Questions about the Assets, Inc. 401(k)
Does Assets, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $56,610, 12% of all contributions.
Does the Assets, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Assets, Inc 401(k) plan?
336 participants at the start of plan year 2024, 272 of them active employees, and 57 former employees who still had money in the plan.
What is the average 401(k) balance at Assets, Inc?
About $41,115 per account: $7.48 million in plan assets across 182 accounts with a balance at the end of plan year 2024.
Who manages the Assets, Inc 401(k) accounts?
Transamerica (listed on the filing as TRANSAMERICA LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Assets, Inc. How do I access my 401(k)?
Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.