401(k) · DOL Form 5500 · 2022
Ashford Advisors LLC 401(k) Plan
Data updated 2026-08-25
- $983K
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $122,925
- Avg per participant Near avg balance/head
Official DOL plan name: Ashford Advisors LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Ashford Advisors LLC · New York · Professional & Technical Services
$983K in assets, 8 participants
Ashford Advisors LLC's Ashford Advisors LLC 401(k) Profit Sharing Plan & Trust reported $983K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,527 in Professional & Technical Services (21,562 peers)
Ashford Advisors LLC multi-year trail
Ashford Advisors LLC's plans moved +76.0% in assets from 2022 to 2024; this filing shows Ashford Advisors LLC 401(k) Profit Sharing Plan & Trust at $983K / 8 participants.
- #4,527
- in Professional & Technical Services (21,562 peers)
- -14.4%
- assets change YoY
The plan reported a net loss of $165K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ashford Advisors LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Ashford Advisors LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$983,402 25th percentile higher than 25% 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
Ashford Advisors LLC 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ashford Advisors LLC 401(k) Profit Sharing Plan & Trust is a micro filing (8 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 161595507 · Ashford Advisors LLC PY 2022 · 401(k)
Ashford Advisors LLC 401(k) Profit Sharing Plan & Trust · $983K · 8 · 25th
- RANK $983K
- RANK 8
- RANK 25th
- RANK 401(k)
- RANK near Moral Home Services Inc 401(k) Profit Sharing Plan
- RANK ind #4527
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 New York →
Ashford Advisors LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Ashford Advisors LLC multi-year asset trail
Sponsor-wide plan assets over time
All Ashford Advisors LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 76.02496232466478% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $983K |
| 2023 | 1 | 6 | $1M |
| 2024 | 1 | 7 | $2M |
Ashford Advisors LLC filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $983K |
| Net Income | -$165K |
| Employer EIN | 161595507 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Ashford Advisors LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Moral Home Services Inc 401(k) Profit Sharing Plan in FL ($983K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($983K here).
- Moral Home Services Inc 401(k) Profit Sharing Plan (FL) $983K · 39
- Dermatology Arts 401(k) Plan (WA) $984K · 18
- Ascend Wealth Advisors Pep (FL) $984K · 82
- Bingham Engineering Inc 401(k) Plan (AZ) $983K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (8 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.