401(k) · DOL Form 5500 · 2022

Advocap, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
148
Participants Small participant base
56th
Percentile by assets National rank
$44,096
Avg per participant Low balance/head
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Official DOL plan name: Advocap, Inc. Retirement Plan · Sponsored by Advocap, Inc. · Wisconsin · Healthcare & Social Assistance

$7M in assets, 148 participants

Advocap, Inc.'s Advocap, Inc. Retirement Plan reported $7M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #12,435 in Healthcare & Social Assistance (20,060 peers)

Coverage in Wisconsin

Advocap, Inc. Retirement Plan covers 148 participants in Wisconsin, about 26% of the average Wisconsin filer (state average ~563 per filing). Assets: $7M.

#12,435
in Healthcare & Social Assistance (20,060 peers)
-13.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advocap, Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Advocap, Inc. Retirement Plan vs every filed plan by assets

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

$6,526,278 Top 44% higher than 56% 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

Advocap, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advocap, Inc. Retirement Plan sits mid-pack in the medium band (148 participants).

Form 5500 schedule snapshot

Filing strip 391053365 · Advocap, Inc. PY 2022 · 401(k)

Advocap, Inc. Retirement Plan · $7M · 148 · 56th

  • EIN $7M
  • EIN 148
  • EIN 56th
  • EIN 401(k)
  • EIN near Aten Technology, Inc. 401(k) Plan
  • EIN ind #12435

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 Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →

Advocap, Inc. Retirement Plan in the asset neighbourhood

Advocap, Inc. Retirement Plan$7MAten Technology, Inc. 401(k) PlanAten Technology, Inc. 401(k)…$7MEarle W. Noyes & Sons, Inc. 401(k) Savings & Retirement PlanEarle W. Noyes & Sons, Inc. …$7MKore Outdoor US 401(k) Plan$7MLafrance Brothers, Inc. 401(k) Profit Sharing PlanLafrance Brothers, Inc. 401(…$7M
End-of-year total assets ($M) among Advocap, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$1M
Employer EIN391053365
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advocap, Inc.)

Sponsor-wide plan assets over time

All Advocap, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 23.017407471762617% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.53M $8.03M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 148 $7M
2023 1 158 $7M
2024 1 155 $8M

Nearby 401(k) Plans in Wisconsin

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

Advocap, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Advocap, Inc. Retirement Plan, Total assets ($B): 0.006526278 · Participants: 148Advocap, Inc. Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Advocap, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Advocap, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Aten Technology, Inc. 401(k) Plan in CA ($7M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Advocap, Inc. Retirement Plan assets move in 2022? ▼
Advocap, Inc. Retirement Plan pulled back noticeably - down 13.8% during 2022, from $8M to $7M. Reported net income was -$1M.
How have Advocap, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advocap, Inc.'s sponsor-wide assets grew 23.0%, from $7M to $8M.
Which 401(k) plans are similar in size to Advocap, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aten Technology, Inc. 401(k) Plan in CA ($7M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Advocap, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 participants, N/A 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 391053365.

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.