Other · DOL Form 5500 · 2022

Mayfair Advisory Group, LLC Retirement Plan

Data updated 2026-08-25

$960K
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$239,912
Avg per participant Above avg balance/head
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Official DOL plan name: Mayfair Advisory Group 401(k) Profit Sharing Plan · Sponsored by Mayfair Advisory Group, LLC · Alabama · Finance & Insurance

$960K in assets, 4 participants

Mayfair Advisory Group, LLC's Mayfair Advisory Group 401(k) Profit Sharing Plan reported $960K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,490 in Finance & Insurance (9,261 peers)

Mayfair Advisory Group, LLC multi-year trail

Mayfair Advisory Group, LLC's plans moved +67.3% in assets from 2022 to 2024; this filing shows Mayfair Advisory Group 401(k) Profit Sharing Plan at $960K / 4 participants.

#1,490
in Finance & Insurance (9,261 peers)
-8.1%
assets change YoY

The plan reported a net loss of $85K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mayfair Advisory Group 401(k) Profit Sharing Plan among the smaller filed plans by assets

Mayfair Advisory Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$959,646 25th percentile higher than 25% 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

Mayfair Advisory Group 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mayfair Advisory Group 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 842953346 · Mayfair Advisory Group, LLC PY 2022 · Other

Mayfair Advisory Group 401(k) Profit Sharing Plan · $960K · 4 · 25th

  • PHOTO $960K
  • PHOTO 4
  • PHOTO 25th
  • PHOTO Other
  • PHOTO near Caritas 403(b) Plan
  • PHOTO ind #1490

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 →

Mayfair Advisory Group 401(k) Profit Sharing Plan in the asset neighbourhood

Dogwood Timber, Inc. 401(k) PlanDogwood Timber, Inc. 401(k) …$965KMayfair Advisory Group 401(k) Profit Sharing PlanMayfair Advisory Group 401(k…$960KCaritas 403(b) Plan$962KThe Aafsc 403(b) Retirement PlanThe Aafsc 403(b) Retirement …$964KCenter for Human Services 403(b) PlanCenter for Human Services 40…$954K
End-of-year total assets ($M) among Mayfair Advisory Group 401(k) Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Mayfair Advisory Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mayfair Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 67.32774377218266% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $0.96M $1.61M ▲ +67.7%
Year Plans Participants Total Assets
2022 1 4 $960K
2023 1 4 $1M
2024 1 4 $2M

Mayfair Advisory Group, LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$960K
Net Income-$85K
Employer EIN842953346
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

Mayfair Advisory Group 401(k) Profit Sharing Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Mayfair Advisory Group 401(k) Profit Sharing Plan, Total assets ($B): 0.000959646 · Participants: 4Mayfair Advisory Group 401(k) Profit Sharing PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.163166856 · Participants: 4400University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.10538525 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.090578583 · Participants: 1760Samford University 403(b) Salary Deferral and Defined Contribution PlanBirmingham Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.086964874 · Participants: 349Birmingham Southern College Defined Contribution and Tax Deferred Annuity PlanUab Health System 403(b) Retirement Plan, Total assets ($B): 0.067991852 · Participants: 500Uab Health System 403(b) Retirement Plan
Mayfair Advisory Group 401(k) Profit Sharing Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Mayfair Advisory Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mayfair Advisory Group 401(k) Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Caritas 403(b) Plan in VA ($962K); by covered participants it is Good of All in DC (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($960K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Mayfair Advisory Group 401(k) Profit Sharing Plan assets move in 2022? ▼
Mayfair Advisory Group 401(k) Profit Sharing Plan pulled back noticeably - down 8.1% during 2022, from $1M to $960K. Reported net income was -$85K.
How have Mayfair Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mayfair Advisory Group, LLC's sponsor-wide assets grew 67.3%, from $960K to $2M.
Where does Mayfair Advisory Group 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Mayfair Advisory Group 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which Other plans are similar in size to Mayfair Advisory Group 401(k) Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Caritas 403(b) Plan in VA ($962K, 95 participants).
Which Other plans cover a similar participant headcount to Mayfair Advisory Group 401(k) Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Good of All in DC (4 participants, $261K 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 842953346.

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.