401(k) · DOL Form 5500 · 2022
Advisors Capital Management LLC 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 51
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $73,066
- Avg per participant Below avg balance/head
Official DOL plan name: Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Advisors Capital Management LLC · New Jersey · Finance & Insurance
$4M in assets, 51 participants
Advisors Capital Management LLC's Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 45th 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.
- #2,820 in Finance & Insurance (9,261 peers)
Advisors Capital Management LLC multi-year trail
Advisors Capital Management LLC's plans moved +147.0% in assets from 2022 to 2024; this filing shows Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust at $4M / 51 participants.
- #2,820
- in Finance & Insurance (9,261 peers)
- +31.6%
- assets growth YoY
Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers
Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,726,388 45th percentile higher than 45% 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
Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust is a small filing (51 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 133994630 · Advisors Capital Management LLC PY 2022 · 401(k)
Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust · $4M · 51 · 45th
- EBSA $4M
- EBSA 51
- EBSA 45th
- EBSA 401(k)
- EBSA near Omaha Performing Arts 401(k) Plan
- EBSA ind #2820
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 New Jersey →
Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Advisors Capital Management LLC multi-year asset trail
Sponsor-wide plan assets over time
All Advisors Capital Management LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 146.99153711315086% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $4M |
| 2023 | 1 | 64 | $6M |
| 2024 | 1 | 81 | $9M |
Advisors Capital Management LLC filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $896K |
| Employer EIN | 133994630 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Omaha Performing Arts 401(k) Plan in NE ($4M); by covered participants it is Gevurtz, Menashe, P.C. 401(k) Profit Sharing Plan and Trust in OR (51 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Omaha Performing Arts 401(k) Plan (NE) $4M · 74
- Trg 401(k) Plan (MI) $4M · 103
- 403(b) Thrift Plan for Employees of Roy Maas' Youth Alternatives, Inc. (TX) $4M · 123
- Spycloud, Inc. 401(k) Plan (TX) $4M · 122
Similar participant headcount
Nearest other-state filings by covered participants (51 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.