401(k) · DOL Form 5500 · 2022
Advanta IRA Services, LLC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 15
- Participants Small participant base
- 29th
- Percentile by assets National rank
- $98,522
- Avg per participant Below avg balance/head
Official DOL plan name: Advanta IRA 401(k) Plan · Sponsored by Advanta IRA Services, LLC · Florida · Finance & Insurance
$1M in assets, 15 participants
Advanta IRA Services, LLC's Advanta IRA 401(k) Plan reported $1M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.
- #1,841 in Finance & Insurance (9,261 peers)
Advanta IRA Services, LLC multi-year trail
Advanta IRA Services, LLC's plans moved +85.4% in assets from 2022 to 2024; this filing shows Advanta IRA 401(k) Plan at $1M / 15 participants.
- #1,841
- in Finance & Insurance (9,261 peers)
- +18.2%
- assets growth YoY
The plan reported a net loss of $18K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Advanta IRA 401(k) Plan among the smaller filed plans by assets
Advanta IRA 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,477,827 29th percentile higher than 29% 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
Advanta IRA 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. Advanta IRA 401(k) Plan is a small filing (15 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 450513520 · Advanta IRA Services, LLC PY 2022 · 401(k)
Advanta IRA 401(k) Plan · $1M · 15 · 29th
- PART $1M
- TYPE 15
- NET 29th
- BOOK 401(k)
- VS-ST near Berger & Berger Profit Sharing Plan
- BOY ind #1841
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 Florida →
Advanta IRA 401(k) Plan in the asset neighbourhood
Advanta IRA Services, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Advanta IRA Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 85.36709641926964% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $1M |
| 2023 | 1 | 27 | $2M |
| 2024 | 1 | 37 | $3M |
Advanta IRA Services, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$18K |
| Employer EIN | 450513520 |
| Plan Effective Date | 2013-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Advanta IRA 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Berger & Berger Profit Sharing Plan in NY ($1M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (15 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.