401(k)
2022 plan-year 401(k) DOL Form 5500

Advo Company 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Advo Companies, Inc. · Texas · Healthcare & Social Assistance

What the 2023 filing shows

Advo Company 401(k) Plan holds $1M for 117 participants — about $9,232 per participant, down 3.7% over the 2022 plan year.

$1M
total plan assets (2022 EOY)
117
covered participants
$9,232
avg assets per participant
-3.7%
assets change YoY

The plan reported a net loss of $41K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$1M
Participants
117
State
Industry
Healthcare & Social Assistance

What the Filing Says About Advo Company 401(k) Plan

Advo Company 401(k) Plan is a 401(k) retirement plan sponsored by Advo Companies, Inc., headquartered in Texas. As of the 2022 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 117 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 752351337, and the plan has been effective since 2000-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2022 to $1M at year-end — a decline of 3.7%. Net assets (after liabilities) closed the year at $1M, with reported net income of $-41,305 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1M
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$-41,305
Plan Type401(k)
Employer EIN752351337
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Advo Company 401(k) Plan?
As of the 2022 Form 5500 filing, Advo Company 401(k) Plan holds $1M in total assets with 117 participants. It is sponsored by Advo Companies, Inc..
What type of plan is Advo Company 401(k) Plan?
Advo Company 401(k) Plan is a 401(k) plan. It has been effective since 2000-01-01. The plan is filed with the U.S. Department of Labor under EIN 752351337.
Who sponsors the Advo Company 401(k) Plan?
Advo Company 401(k) Plan is sponsored by Advo Companies, Inc., located in Texas. The sponsor's EIN is 752351337 and the plan operates in the Healthcare & Social Assistance industry.
How did Advo Company 401(k) Plan perform in 2022?
Advo Company 401(k) Plan declined by 3.7% during 2022, moving from $1M to $1M in total assets. Net income was $-41,305.
Where can I find official filings for Advo Company 401(k) Plan?
Official Form 5500 filings for Advo Company 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 752351337 or plan name at efast.dol.gov.
How does Advo Company 401(k) Plan compare to other plans?
You can compare Advo Company 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Texas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 752351337.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.