401(k) · DOL Form 5500 · 2022

Advancement Group Inc 401(k) Plan

Data updated 2026-08-25

$342K
Total assets Small plan by assets
6
Participants Small participant base
15th
Percentile by assets National rank
$57,047
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Advancement Group Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Advancement Group Inc · Oklahoma · Finance & Insurance

$342K in assets, 6 participants

Advancement Group Inc's Advancement Group Inc 401(k) Profit Sharing Plan & Trust reported $342K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 15th 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.

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

Advancement Group Inc multi-year trail

Advancement Group Inc's plans moved +70.7% in assets from 2022 to 2024; this filing shows Advancement Group Inc 401(k) Profit Sharing Plan & Trust at $342K / 6 participants.

#853
in Finance & Insurance (9,261 peers)
-52.5%
assets change YoY

The plan reported a net loss of $378K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advancement Group Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Advancement Group Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$342,283 15th percentile higher than 15% 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

Advancement Group Inc 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. Advancement Group Inc 401(k) Profit Sharing Plan & Trust is a micro filing (6 participants), the leftmost band.

DOL schedule card

Filing strip 731554767 · Advancement Group Inc PY 2022 · 401(k)

Advancement Group Inc 401(k) Profit Sharing Plan & Trust · $342K · 6 · 15th

  • VS-ST $342K
  • VS-ST 6
  • VS-ST 15th
  • VS-ST 401(k)
  • VS-ST near Shanklin Investments 401(k) Plan
  • VS-ST ind #853

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 Oklahoma →

Advancement Group Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Advancement Group Inc 401(k) Profit Sharing Plan & TrustAdvancement Group Inc 401(k)…$342KShanklin Investments 401(k) PlanShanklin Investments 401(k) …$342KMcc Cellular Retirement Plan$342KMission Ambulance 401(k) Plan$342KEz Flex, LLC 401(k) Plan$342K
End-of-year total assets ($M) among Advancement Group Inc 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Advancement Group Inc multi-year asset trail

Sponsor-wide plan assets over time

All Advancement Group Inc plans reported in each filing year

Latest sponsor-wide plan assets
$584K 70.72714683463684% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.34M $0.58M ▲ +70.6%
Year Plans Participants Total Assets
2022 1 6 $342K
2023 1 6 $479K
2024 1 6 $584K

Advancement Group Inc filing trail (2022)

Total Assets (Beginning of Year)$720K
Net Assets (End of Year)$342K
Net Income-$378K
Employer EIN731554767
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Advancement Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Advancement Group Inc 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000342283 · Participants: 6Advancement Group Inc 401(k) Profit Sharing Plan & TrustQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Advancement Group Inc 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Advancement Group Inc 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Advancement Group Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Shanklin Investments 401(k) Plan in TX ($342K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($342K here).

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Advancement Group Inc 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Advancement Group Inc 401(k) Profit Sharing Plan & Trust contracted severely - down 52.5% during 2022, from $720K to $342K. Reported net income was -$378K.
How have Advancement Group Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advancement Group Inc's sponsor-wide assets grew 70.7%, from $342K to $584K.
Where does Advancement Group Inc 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Advancement Group Inc 401(k) Profit Sharing Plan & Trust ranks in the 15th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Advancement Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Shanklin Investments 401(k) Plan in TX ($342K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Advancement Group Inc 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K 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 731554767.

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.