Other · DOL Form 5500 · 2022
Advent Consulting, Inc Retirement Plan
Data updated 2026-08-25
- $134K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $134,452
- Avg per participant Near avg balance/head
Official DOL plan name: Shebesta Group Savings Plan · Sponsored by Advent Consulting, Inc · Ohio · Professional & Technical Services
$134K in assets, 1 participants
Advent Consulting, Inc's Shebesta Group Savings Plan reported $134K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 8th 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.
- #1,443 in Professional & Technical Services (21,562 peers)
2022 asset change
Shebesta Group Savings Plan pulled back noticeably 8.2% in 2022 ($147K → $134K) for 1 participant.
- #1,443
- in Professional & Technical Services (21,562 peers)
- -8.2%
- assets change YoY
The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Shebesta Group Savings Plan among the smaller filed plans by assets
Shebesta Group Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$134,452 8th percentile higher than 8% 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
Shebesta Group Savings 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. Shebesta Group Savings Plan is a micro filing (1 participant), the leftmost band.
Plan-year Form 5500 strip
Filing strip 311045313 · Advent Consulting, Inc PY 2022 · Other
Shebesta Group Savings Plan · $134K · 1 · 8th
- EIN $134K
- RANK 1
- PHOTO 8th
- IND Other
- EOY near Pin High Ventures LLC 401(k) Plan
- 5500 ind #1443
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 Ohio →
Shebesta Group Savings Plan in the asset neighbourhood
Advent Consulting, Inc years around the 2022 move
Sponsor-wide plan assets over time
All Advent Consulting, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $129K 3.840032130425728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $134K |
| 2023 | 1 | 1 | $144K |
| 2024 | 1 | 1 | $129K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $147K |
|---|---|
| Net Assets (End of Year) | $134K |
| Net Income | -$12K |
| Employer EIN | 311045313 |
| Plan Effective Date | 1989-06-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Ohio
Peer Other plans, same state, same plan type, ranked by total assets.
- Cleveland Clinic Savings and Investment Plan $6.3B · 51,726
- Ohiohealth Retirement Savings Plan 403(b) $1.9B · 28,462
- Faculty and Key Administrative Employee's Retirement Plan a $1.8B · 1,780
- University Hospitals Health System 403(b) Matched Retirement Savings Plan $1.7B · 23,582
- Children's Hospital Medical Center Employee Savings Plan $1.4B · 12,987
Shebesta Group Savings Plan's out-of-state Other peers by assets and headcount
Outside Ohio, the nearest Other by assets is Pin High Ventures LLC 401(k) Plan in ID ($130K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($134K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.
- James Nola Investment Trust (FL) 1 · 0 off
- Partnerships for Minnesota Futures DC Plan (MN) 1 · 0 off
- Lucky View Enterprises 401(k) Profit Sharing (MI) 1 · 0 off
- Gramly & Associates Inc Retirement Paln (WI) 1 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.