401(k) · DOL Form 5500 · 2022

Advanced Strategies, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
29th
Percentile by assets National rank
$701,508
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Advanced Strategies 401(k) Plan · Sponsored by Advanced Strategies, Inc. · Louisiana · Professional & Technical Services

$1M in assets, 2 participants

Advanced Strategies, Inc.'s Advanced Strategies 401(k) Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,425 in Professional & Technical Services (21,562 peers)

Advanced Strategies, Inc. multi-year trail

Advanced Strategies, Inc.'s plans moved +100.9% in assets from 2022 to 2024; this filing shows Advanced Strategies 401(k) Plan at $1M / 2 participants.

#5,425
in Professional & Technical Services (21,562 peers)
-9.8%
assets change YoY

The plan reported a net loss of $153K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advanced Strategies 401(k) Plan among the smaller filed plans by assets

Advanced Strategies 401(k) Plan vs every filed plan by assets

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

$1,403,016 29th percentile higher than 29% 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

Advanced Strategies 401(k) 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. Advanced Strategies 401(k) Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 721347581 · Advanced Strategies, Inc. PY 2022 · 401(k)

Advanced Strategies 401(k) Plan · $1M · 2 · 29th

  • PCT $1M
  • EIN 2
  • RANK 29th
  • PHOTO 401(k)
  • IND near Craft Employees Retirement and Savings Plan
  • EOY ind #5425

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 Professional & Technical Services retirement plans → · Plans in Louisiana →

Advanced Strategies 401(k) Plan in the asset neighbourhood

Advanced Strategies 401(k) PlanAdvanced Strategies 401(k) P…$1MCraft Employees Retirement and Savings PlanCraft Employees Retirement a…$1MWaterleau 401(k) Plan$1MProcentia Inc. 401(k) Plan$1MWestcor Companies 401(k) Plan$1M
End-of-year total assets ($M) among Advanced Strategies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Advanced Strategies, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Strategies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 100.8824560803298% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.4M $2.82M ▲ +101.4%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $2M
2024 1 2 $3M

Advanced Strategies, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$153K
Employer EIN721347581
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Advanced Strategies 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Advanced Strategies 401(k) Plan, Total assets ($B): 0.001403016 · Participants: 2Advanced Strategies 401(k) PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Advanced Strategies 401(k) Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants

Advanced Strategies 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Craft Employees Retirement and Savings Plan in VA ($1M); by covered participants it is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Advanced Strategies 401(k) Plan assets move in 2022?
Advanced Strategies 401(k) Plan pulled back noticeably - down 9.8% during 2022, from $2M to $1M. Reported net income was -$153K.
How have Advanced Strategies, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Advanced Strategies, Inc.'s sponsor-wide assets grew 100.9%, from $1M to $3M.
Which 401(k) plans are similar in size to Advanced Strategies 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Craft Employees Retirement and Savings Plan in VA ($1M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Advanced Strategies 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Cbf Discount Transmissions, Inc 401(k) Plan in TX (2 participants, $162K in assets).