401(k) · DOL Form 5500 · 2022

Advanced Technology Holding, LLC 401(k) Plan

Data updated 2026-08-25

$262M
Total assets Near avg plan size
466
Participants Below avg headcount
96th
Percentile by assets National rank
$562,712
Avg per participant High balance/head
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Official DOL plan name: Ath Retirement Plan and Trust · Sponsored by Advanced Technology Holding, LLC · Virginia · Information & Media

$262M in assets, 466 participants

Advanced Technology Holding, LLC's Ath Retirement Plan and Trust reported $262M in total assets and 466 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #2,737 in Information & Media (2,911 peers)

Where Ath Retirement Plan and Trust sits by assets

Ath Retirement Plan and Trust sits in the top 5% of all filed plans by assets, $262M for 466 participants (~$562,712/participant), down 16.8% in 2022.

#2,737
in Information & Media (2,911 peers)
-16.8%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ath Retirement Plan and Trust's outsized position by total assets

Ath Retirement Plan and Trust vs every filed plan by assets

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

$262,223,618 Top 4% higher than 96% 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

Ath Retirement Plan and Trust 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. Ath Retirement Plan and Trust sits mid-pack in the medium band (466 participants).

Form 5500 schedule snapshot

Filing strip 264662192 · Advanced Technology Holding, LLC PY 2022 · 401(k)

Ath Retirement Plan and Trust · $262M · 466 · 96th

  • TYPE $262M
  • TYPE 466
  • TYPE 96th
  • TYPE 401(k)
  • TYPE near Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust
  • TYPE ind #2737

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 Information & Media retirement plans → · Plans in Virginia →

Ath Retirement Plan and Trust in the asset neighbourhood

Novozymes North America, Inc. 401(k) Savings PlanNovozymes North America, Inc…$263MToray 401(k) Savings Plan$263MGroup Management Services, Inc. 401(k) Profit Sharing Plan & TrustGroup Management Services, I…$262MAth Retirement Plan and Trust$262MIuoe Local 399 Participating Employers Deferred Compensation Employee Savings PlanIuoe Local 399 Participating…$262M
End-of-year total assets ($M) among Ath Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$315M
Net Assets (End of Year)$262M
Net Income-$53M
Employer EIN264662192
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Technology Holding, LLC)

Sponsor-wide plan assets over time

All Advanced Technology Holding, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$325M 24.098156940234116% vs 2022
2024 filing year
$240M$260M$280M$300M$320M$340M 202220232024 $262M $325M ▲ +24.1%
Year Plans Participants Total Assets
2022 1 466 $262M
2023 1 469 $305M
2024 1 460 $325M

Nearby 401(k) Plans in Virginia

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

Ath Retirement Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Ath Retirement Plan and Trust, Total assets ($B): 0.262223618 · Participants: 466Ath Retirement Plan and TrustNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Ath Retirement Plan and Trust vs. nearby 401(k) plans in Virginia, assets vs. participants

Ath Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust in OH ($262M); by covered participants it is Doctors of Physical Therapy 401(k) Plan in IL (466 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (466 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 Ath Retirement Plan and Trust assets move in 2022? ▼
Ath Retirement Plan and Trust declined sharply - down 16.8% during 2022, from $315M to $262M. Reported net income was -$53M.
How have Advanced Technology Holding, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advanced Technology Holding, LLC's sponsor-wide assets grew 24.1%, from $262M to $325M.
Where does Ath Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Ath Retirement Plan and Trust ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ath Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust in OH ($262M, 5,033 participants).
Which 401(k) plans cover a similar participant headcount to Ath Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Doctors of Physical Therapy 401(k) Plan in IL (466 participants, $6M in assets).