401(k) · DOL Form 5500 · 2022
At Retirement Services, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 50th
- Percentile by assets National rank
Official DOL plan name: The Achieve Advantage 401(k) Plan · Sponsored by At Retirement Services, LLC · Iowa · Finance & Insurance
$5M in assets, N/A participants
At Retirement Services, LLC's The Achieve Advantage 401(k) Plan reported $5M in total assets and N/A participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.
- #3,199 in Finance & Insurance (9,261 peers)
At Retirement Services, LLC multi-year trail
At Retirement Services, LLC's plans moved +256.1% in assets from 2022 to 2023; this filing shows The Achieve Advantage 401(k) Plan at $5M / N/A participants.
- #3,199
- in Finance & Insurance (9,261 peers)
- $385K
- reported net income
The Achieve Advantage 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
The Achieve Advantage 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,784,100 Top 50% higher than 50% 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
Filed plans by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
EBSA filing schedule strip
Filing strip 833455979 · At Retirement Services, LLC PY 2022 · 401(k)
The Achieve Advantage 401(k) Plan · $5M · N/A · 50th
- EBSA $5M
- EBSA N/A
- EBSA 50th
- EBSA 401(k)
- EBSA near W.T. Haigh & Company, Inc. Profit Sharing and 401(k) Plan
- EBSA ind #3199
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 Iowa →
The Achieve Advantage 401(k) Plan in the asset neighbourhood
At Retirement Services, LLC multi-year asset trail
Sponsor-wide plan assets over time
All At Retirement Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 256.05630602595795% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 99 | $5M |
| 2023 | 4 | 616 | $18M |
At Retirement Services, LLC filing trail (2022)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $385K |
| Employer EIN | 833455979 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $3.6B · 12,201
- Iowa Health System Section 401(k) Retirement Savings Plan $2.7B · 28,603
- The Hy-Vee and Affiliates 401(k) Plan $2.4B · 59,826
- The Rsm US LLP Retirement Plan $2.3B · 13,793
- Transamerica 401(k) Retirement Savings Plan $2.1B · 7,262
The Achieve Advantage 401(k) Plan's closest out-of-state 401(k) peers by assets
Outside Iowa, the nearest 401(k) by end-of-year assets is W.T. Haigh & Company, Inc. Profit Sharing and 401(k) Plan in MA at $5M (this filing: $5M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.