401(k) · DOL Form 5500 · 2022

Advion, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
49
Participants Small participant base
64th
Percentile by assets National rank
$197,237
Avg per participant Above avg balance/head
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Official DOL plan name: Advion, Inc. 401(k) Plan · Sponsored by Advion, Inc. · New York · Professional & Technical Services

$10M in assets, 49 participants

Advion, Inc.'s Advion, Inc. 401(k) Plan reported $10M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #13,575 in Professional & Technical Services (21,562 peers)

2022 asset change

Advion, Inc. 401(k) Plan declined sharply 20.3% in 2022 ($12M → $10M) for 49 participants.

#13,575
in Professional & Technical Services (21,562 peers)
-20.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advion, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

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

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

$9,664,633 Top 36% higher than 64% 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

Advion, 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. Advion, Inc. 401(k) Plan is a small filing (49 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 202262079 · Advion, Inc. PY 2022 · 401(k)

Advion, Inc. 401(k) Plan · $10M · 49 · 64th

  • RANK $10M
  • PHOTO 49
  • IND 64th
  • EOY 401(k)
  • 5500 near National Confectioner's Association 401(k) Plan
  • ASSETS ind #13575

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 New York →

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

Advion, Inc. 401(k) Plan$10MNational Confectioner's Association 401(k) PlanNational Confectioner's Asso…$10MPaf 401(k) Plan$10MJ.M. Forbes & Co. Employees Profit Sharing PlanJ.M. Forbes & Co. Employees …$10MHorizon Forest Products, L.P. 401(k) PlanHorizon Forest Products, L.P…$10M
End-of-year total assets ($M) among Advion, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Advion, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Advion, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 3.9050215357375704% vs 2022
2024 filing year
$9M$10M$11M$12M 202220232024 $9.66M $10M ▲ +3.9%
Year Plans Participants Total Assets
2022 1 49 $10M
2023 1 54 $11M
2024 1 46 $10M

2022 asset-move particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$2M
Employer EIN202262079
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Advion, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Advion, Inc. 401(k) Plan, Total assets ($B): 0.009664633 · Participants: 49Advion, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Advion, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Advion, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is National Confectioner's Association 401(k) Plan in DC ($10M); by covered participants it is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Advion, Inc. 401(k) Plan assets move in 2022? ▼
Advion, Inc. 401(k) Plan declined sharply - down 20.3% during 2022, from $12M to $10M. Reported net income was -$2M.
How have Advion, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advion, Inc.'s sponsor-wide assets grew 3.9%, from $10M to $10M.
Which 401(k) plans are similar in size to Advion, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is National Confectioner's Association 401(k) Plan in DC ($10M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Advion, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 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 202262079.

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.