401(k) · DOL Form 5500 · 2022

Adviser Investments, LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
89
Participants Small participant base
84th
Percentile by assets National rank
$362,306
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Adviser Investments, LLC 401(k) Plan · Sponsored by Adviser Investments, LLC · Massachusetts · Finance & Insurance

$32M in assets, 89 participants

Adviser Investments, LLC's Adviser Investments, LLC 401(k) Plan reported $32M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,815 in Finance & Insurance (9,261 peers)

Where Adviser Investments, LLC 401(k) Plan sits by assets

Adviser Investments, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 89 participants (~$362,306/participant), down 22.2% in 2022.

#6,815
in Finance & Insurance (9,261 peers)
-22.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Adviser Investments, LLC 401(k) Plan's outsized position by total assets

Adviser Investments, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$32,245,218 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Adviser Investments, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adviser Investments, LLC 401(k) Plan is a small filing (89 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 274946566 · Adviser Investments, LLC PY 2022 · 401(k)

Adviser Investments, LLC 401(k) Plan · $32M · 89 · 84th

  • PART $32M
  • TYPE 89
  • NET 84th
  • BOOK 401(k)
  • VS-ST near Dental Care Alliance Group 401(k) Plan
  • BOY ind #6815

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 Finance & Insurance retirement plans → · Plans in Massachusetts →

Adviser Investments, LLC 401(k) Plan in the asset neighbourhood

Adviser Investments, LLC 401(k) PlanAdviser Investments, LLC 401…$32MDental Care Alliance Group 401(k) PlanDental Care Alliance Group 4…$32MMiller Kaplan Arase LLP 401(k) Profit Sharing PlanMiller Kaplan Arase LLP 401(…$32MJellyvision Savings and Retirement PlanJellyvision Savings and Reti…$32MDiversicare Healthcare Services, Inc. Savings Plan and TrustDiversicare Healthcare Servi…$32M
End-of-year total assets ($M) among Adviser Investments, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$32M
Net Income-$9M
Employer EIN274946566
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adviser Investments, LLC)

Sponsor-wide plan assets over time

All Adviser Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 62.551827064713905% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $32.3M $52.4M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 89 $32M
2023 1 102 $44M
2024 1 133 $52M

Nearby 401(k) Plans in Massachusetts

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Adviser Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Adviser Investments, LLC 401(k) Plan, Total assets ($B): 0.032245218 · Participants: 89Adviser Investments, LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Adviser Investments, LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Adviser Investments, LLC 401(k) Plan side-by-side with 3 peers →

Adviser Investments, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Dental Care Alliance Group 401(k) Plan in FL ($32M); by covered participants it is Timberline Hospitalities, LLC Pension Plan in WY (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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.

Frequently Asked Questions

How did Adviser Investments, LLC 401(k) Plan assets move in 2022? ▼
Adviser Investments, LLC 401(k) Plan declined sharply - down 22.2% during 2022, from $41M to $32M. Reported net income was -$9M.
How have Adviser Investments, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adviser Investments, LLC's sponsor-wide assets grew 62.6%, from $32M to $52M.
Where does Adviser Investments, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Adviser Investments, LLC 401(k) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Adviser Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dental Care Alliance Group 401(k) Plan in FL ($32M, 1,095 participants).
Which 401(k) plans cover a similar participant headcount to Adviser Investments, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Timberline Hospitalities, LLC Pension Plan in WY (89 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 274946566.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.