401(k) · DOL Form 5500 · 2022

Advisorycloud, Inc. 401(k) Plan

Data updated 2026-08-25

$438K
Total assets Small plan by assets
27
Participants Small participant base
17th
Percentile by assets National rank
$16,237
Avg per participant Low balance/head
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Official DOL plan name: Advisorycloud, Inc. 401(k) Plan · Sponsored by Advisorycloud, Inc. · California · Professional & Technical Services

$438K in assets, 27 participants

Advisorycloud, Inc.'s Advisorycloud, Inc. 401(k) Plan reported $438K in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,931 in Professional & Technical Services (21,562 peers)

Advisorycloud, Inc. multi-year trail

Advisorycloud, Inc.'s plans moved +19.2% in assets from 2022 to 2024; this filing shows Advisorycloud, Inc. 401(k) Plan at $438K / 27 participants.

#2,931
in Professional & Technical Services (21,562 peers)
-42.4%
assets change YoY

The plan reported a net loss of $323K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advisorycloud, Inc. 401(k) Plan among the smaller filed plans by assets

Advisorycloud, Inc. 401(k) Plan vs every filed plan by assets

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

$438,387 17th percentile higher than 17% 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

Advisorycloud, Inc. 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. Advisorycloud, Inc. 401(k) Plan is a small filing (27 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 461449161 · Advisorycloud, Inc. PY 2022 · 401(k)

Advisorycloud, Inc. 401(k) Plan · $438K · 27 · 17th

  • EIN $438K
  • EIN 27
  • EIN 17th
  • EIN 401(k)
  • EIN near Incidentclear LLC 401(k) Plan
  • EIN ind #2931

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 California →

Advisorycloud, Inc. 401(k) Plan in the asset neighbourhood

Advisorycloud, Inc. 401(k) PlanAdvisorycloud, Inc. 401(k) P…$438KIncidentclear LLC 401(k) Plan$438KParham LLC Safe Harbor 401(k) PlanParham LLC Safe Harbor 401(k…$438KReystone, Inc Profit Sharing PlanReystone, Inc Profit Sharing…$439KBryan M. Scott, Dds, Inc. 401(k) Profit Sharing Pl and TrustBryan M. Scott, Dds, Inc. 40…$438K
End-of-year total assets ($M) among Advisorycloud, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Advisorycloud, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advisorycloud, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$522K 19.15430886408584% vs 2022
2024 filing year
$0.4M$0.45M$0.5M$0.55M 202220232024 $0.44M $0.52M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 27 $438K
2023 1 19 $496K
2024 1 18 $522K

Advisorycloud, Inc. filing trail (2022)

Total Assets (Beginning of Year)$761K
Net Assets (End of Year)$438K
Net Income-$323K
Employer EIN461449161
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Advisorycloud, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Advisorycloud, Inc. 401(k) Plan, Total assets ($B): 0.000438387 · Participants: 27Advisorycloud, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Advisorycloud, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Advisorycloud, Inc. 401(k) Plan side-by-side with 3 peers →

Advisorycloud, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Incidentclear LLC 401(k) Plan in CO ($438K); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($438K here).

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Advisorycloud, Inc. 401(k) Plan assets move in 2022? ▼
Advisorycloud, Inc. 401(k) Plan contracted severely - down 42.4% during 2022, from $761K to $438K. Reported net income was -$323K.
How have Advisorycloud, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisorycloud, Inc.'s sponsor-wide assets grew 19.2%, from $438K to $522K.
Where does Advisorycloud, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Advisorycloud, Inc. 401(k) Plan ranks in the 17th 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 Advisorycloud, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Incidentclear LLC 401(k) Plan in CO ($438K, 139 participants).
Which 401(k) plans cover a similar participant headcount to Advisorycloud, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (27 participants, $6M 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 461449161.

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.