401(k) · DOL Form 5500 · 2022

Advo(K)Ate Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$540K
Total assets Small plan by assets
8
Participants Small participant base
19th
Percentile by assets National rank
$67,537
Avg per participant Below avg balance/head
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Official DOL plan name: Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla · Sponsored by Advo(K)Ate Advisors, LLC · Alabama · Finance & Insurance

$540K in assets, 8 participants

Advo(K)Ate Advisors, LLC's Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla reported $540K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,116 in Finance & Insurance (9,261 peers)

Advo(K)Ate Advisors, LLC multi-year trail

Advo(K)Ate Advisors, LLC's plans moved +453.4% in assets from 2022 to 2024; this filing shows Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla at $540K / 8 participants.

#1,116
in Finance & Insurance (9,261 peers)
$540K
reported net income

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla among the smaller filed plans by assets

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla vs every filed plan by assets

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

$540,297 19th percentile higher than 19% 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

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla is a micro filing (8 participants), the leftmost band.

Published 5500 schedule card

Filing strip 882371084 · Advo(K)Ate Advisors, LLC PY 2022 · 401(k)

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla · $540K · 8 · 19th

  • PHOTO $540K
  • IND 8
  • EOY 19th
  • 5500 401(k)
  • ASSETS near Amark Express Service Co. 401(k) Plan
  • PCT ind #1116

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 Alabama →

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla in the asset neighbourhood

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing PlaAdvo(K)Ate Advisors, LLC 401…$540KAmark Express Service Co. 401(k) PlanAmark Express Service Co. 40…$540KAfmv 401(k) Profit Sharing PlanAfmv 401(k) Profit Sharing P…$540KSterlingwear of Boston 401(k) Profit Sharing Plan & TrustSterlingwear of Boston 401(k…$540KTasty Chick'n, LLC Retirement PlanTasty Chick'n, LLC Retiremen…$540K
End-of-year total assets ($M) among Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Advo(K)Ate Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Advo(K)Ate Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 453.39230090117104% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.54M $2.99M ▲ +453.7%
Year Plans Participants Total Assets
2022 1 8 $540K
2023 1 10 $2M
2024 1 9 $3M

Advo(K)Ate Advisors, LLC filing trail (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$540K
Net Income$540K
Employer EIN882371084
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla, Total assets ($B): 0.000540297 · Participants: 8Advo(K)Ate Advisors, LLC 401(k) Profit Sharing PlaRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla side-by-side with 3 peers →

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Amark Express Service Co. 401(k) Plan in NY ($540K); 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 ($540K here).

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.

Frequently Asked Questions

How have Advo(K)Ate Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advo(K)Ate Advisors, LLC's sponsor-wide assets grew 453.4%, from $540K to $3M.
Where does Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla rank by assets among Form 5500 filers? ▼
Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla ranks in the 19th 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 Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla? ▼
Among 401(k) plans in other states, the closest by assets is Amark Express Service Co. 401(k) Plan in NY ($540K, 9 participants).
Which 401(k) plans cover a similar participant headcount to Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (8 participants, $63K 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 882371084.

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.