Other · DOL Form 5500 · 2022
Advisewell, Inc. Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $402,052
- Avg per participant High balance/head
Official DOL plan name: Advisewell, Inc. Retirement Savings Plan · Sponsored by Advisewell, Inc. · Louisiana · Professional & Technical Services
$4M in assets, 11 participants
Advisewell, Inc.'s Advisewell, Inc. Retirement Savings Plan reported $4M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #9,864 in Professional & Technical Services (21,562 peers)
2022 asset change
Advisewell, Inc. Retirement Savings Plan declined sharply 23.3% in 2022 ($6M → $4M) for 11 participants.
- #9,864
- in Professional & Technical Services (21,562 peers)
- -23.3%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Advisewell, Inc. Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Advisewell, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,422,574 48th percentile higher than 48% 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
Advisewell, Inc. Retirement Savings Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advisewell, Inc. Retirement Savings Plan is a small filing (11 participants) on this national headcount ladder.
DOL schedule card
Filing strip 721081340 · Advisewell, Inc. PY 2022 · Other
Advisewell, Inc. Retirement Savings Plan · $4M · 11 · 48th
- VS-ST $4M
- VS-ST 11
- VS-ST 48th
- VS-ST Other
- VS-ST near Discovery Place, Inc. Retirement Savings Plan
- VS-ST ind #9864
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 →
Advisewell, Inc. Retirement Savings Plan in the asset neighbourhood
Advisewell, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Advisewell, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 3.745284985621496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 11 | $4M |
| 2023 | 1 | 15 | $4M |
| 2024 | 1 | 13 | $5M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 721081340 |
| Plan Effective Date | 2004-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Louisiana
Peer Other plans, same state, same plan type, ranked by total assets.
- Tulane University Faculty and Administrative 403(b) Retirement Plan $673M · 3,246
- Tulane University Tax Deferral 403(b) Retirement Plan $467M · 3,343
- Lhc Group 401(k) Plan $399M · 24,876
- Tulane University Staff 403(b) Retirement Plan $261M · 3,481
- Loyola University Retirement Plan $189M · 672
Advisewell, Inc. Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside Louisiana, the nearest Other by assets is Discovery Place, Inc. Retirement Savings Plan in NC ($4M); by covered participants it is Pomonok Home Services Tax Sheltered Annuity in NY (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- Pomonok Home Services Tax Sheltered Annuity (NY) 11 · 0 off
- CCC403B2022 (OK) 11 · 0 off
- Stiles Hall Tiaa-Cref Retirement Plan (CA) 11 · 0 off
- Boys & Girls Club of Utah County 403(b)(7) Plan (UT) 11 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.