401(k) · DOL Form 5500 · 2022
Friendly Advisor, Inc. 401(k) Plan
Data updated 2026-08-25
- $415K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $207,746
- Avg per participant Above avg balance/head
Official DOL plan name: Friendly Advisor, Inc. 401(k) Plan · Sponsored by Friendly Advisor, Inc. · Texas · Professional & Technical Services
$415K in assets, 2 participants
Friendly Advisor, Inc.'s Friendly Advisor, Inc. 401(k) Plan reported $415K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.
- #2,847 in Professional & Technical Services (21,562 peers)
Friendly Advisor, Inc. multi-year trail
Friendly Advisor, Inc.'s plans moved +52.3% in assets from 2022 to 2024; this filing shows Friendly Advisor, Inc. 401(k) Plan at $415K / 2 participants.
- #2,847
- in Professional & Technical Services (21,562 peers)
- +8.0%
- assets growth YoY
Friendly Advisor, Inc. 401(k) Plan among the smaller filed plans by assets
Friendly Advisor, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$415,491 17th percentile higher than 17% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Friendly Advisor, Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Friendly Advisor, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
Plan-year Form 5500 strip
Filing strip 833499591 · Friendly Advisor, Inc. PY 2022 · 401(k)
Friendly Advisor, Inc. 401(k) Plan · $415K · 2 · 17th
- SCH $415K
- EBSA 2
- PART 17th
- TYPE 401(k)
- NET near Kasper Healthcare Enterprises, Inc. 401(k) Profit Sharing Plan
- BOOK ind #2847
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 Professional & Technical Services retirement plans → · Plans in Texas →
Friendly Advisor, Inc. 401(k) Plan in the asset neighbourhood
Friendly Advisor, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Friendly Advisor, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $633K 52.33085674539279% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $415K |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $633K |
Friendly Advisor, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $385K |
|---|---|
| Net Assets (End of Year) | $415K |
| Net Income | $31K |
| Employer EIN | 833499591 |
| Plan Effective Date | 2019-02-07 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Friendly Advisor, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Kasper Healthcare Enterprises, Inc. 401(k) Profit Sharing Plan in IL ($415K); by covered participants it is Ponca City Orthopaedic Spts Med Emp. Prof. Sh. Pl in OK (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($415K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.