Asplundh Tree Expert 401(k) and retirement plans

Asplundh Tree Expert, LLC, Willow Grove, PA. EIN 23-1277550. Annual reports 2009–2024. Also filed as Asplundh Tree Expert Company; Asplundh Tree Expert Co.; Asplundh Tree Expert Company and Subsidiaries.

Asplundh Tree Expert, LLC has 2 active retirement plans on file. The largest is the Vegetation and Utility Services Employees 401(k) Savings Plan, with 23,914 participants and $323 million in assets in 2024. Schwab has been its recordkeeper since 2021. No traditional pension plan appears in Asplundh Tree Expert's filings since 2009.

Active plans: 2
Participants: 26,978
Plan assets: $666 million
401(k) recordkeeper: Schwab
Plans on file: 2
Industry: Business services

All 2 plans

Active plans first

Vegetation and Utility Services Employees 401(k) Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 003Employer EIN 23-1277550
Participants (2024): 23,914
Net assets (2024): $323 million
Recordkeeper: SchwabEarlier: Transamerica (2009–2020)
Plan administrator: Administrative Committee
708 Blair Mill Road
Willow Grove, PA 19090
(215) 784-4200As filed for 2024
In effect since: January 1, 1996

Earlier plan names: Vegetation and Utility Services Employee 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	23,914	$323 million	Schwab
2023	24,865	$277 million	Schwab
2022	24,654	$227 million	Schwab
2021	23,843	$258 million	Schwab
2020	23,399	$213 million	Transamerica
2019	24,951	$180 million	Transamerica
2018	24,556	$138 million	Transamerica
2017	24,808	$139 million	Transamerica
2016	24,198	$113 million	Transamerica
2015	30,997	$96.8 million	Transamerica
2014	25,825	$92.0 million	Transamerica
2013	19,730	$82.3 million	Transamerica
2012	19,589	$66.5 million	Transamerica
2011	22,289	$55.8 million	Transamerica
2010	28,505	$52.1 million	Transamerica
2009	30,313	$41.8 million	Transamerica

Asplundh Tree Expert, LLC Profit Sharing Plan

Profit-sharing planActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 23-1277550
Participants (2024): 3,064
Net assets (2024): $343 million
Recordkeeper: SchwabEarlier: Vanguard (2010–2018)
Plan administrator: Administrative Committee
708 Blair Mill Road
Willow Grove, PA 19090
(215) 784-4200As filed for 2024
In effect since: December 31, 1947

Earlier sponsor: Asplundh Tree Expert Company and Subsidiaries (2009–2013).

Earlier plan names: Asplundh Tree Expert Co. Employee Stock Ownership Plan; Asplundh Tree Expert Co. Employee Stock Ownership.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,064	$343 million	Schwab
2023	2,986	$335 million	Schwab
2022	2,955	$309 million	Schwab
2021	2,914	$385 million	Schwab
2020	2,927	$384 million	Schwab
2019	2,868	$381 million	Schwab
2018	3,106	$346 million	Vanguard
2017	2,811	$391 million	Vanguard
2016	2,680	$337 million	Vanguard
2015	2,246	$320 million	Vanguard
2014	2,176	$320 million	Vanguard
2013	2,146	$314 million	Vanguard
2012	2,162	$260 million	Vanguard
2011	2,105	$236 million	Vanguard
2010	2,053	$224 million	Vanguard
2009	2,073	$213 million	not listed

If you had money in one of these plans

Call Schwab (schwab.com), which runs the Vegetation and Utility Services Employees 401(k) Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((215) 784-4200). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Vegetation and Utility Services Employees 401(k) Savings Plan

Asplundh Tree Expert, LLC Profit Sharing Plan

If you had money in one of these plans

What these numbers are

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