401(k) · DOL Form 5500 · 2022

Rolta Advizex Technologies, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
192
Participants Below avg headcount
81st
Percentile by assets National rank
$131,331
Avg per participant Near avg balance/head
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Official DOL plan name: Advizex Technologies, LLC Retirement 401(k) Plan · Sponsored by Rolta Advizex Technologies, LLC · Ohio · Professional & Technical Services

$25M in assets, 192 participants

Rolta Advizex Technologies, LLC's Advizex Technologies, LLC Retirement 401(k) Plan reported $25M in total assets and 192 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,494 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Advizex Technologies, LLC Retirement 401(k) Plan covers 192 participants in Ohio, about 25% of the average Ohio filer (state average ~765 per filing). Assets: $25M.

#17,494
in Professional & Technical Services (21,562 peers)
-12.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Advizex Technologies, LLC Retirement 401(k) Plan's outsized position by total assets

Advizex Technologies, LLC Retirement 401(k) Plan vs every filed plan by assets

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

$25,215,466 Top 19% higher than 81% 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

Advizex Technologies, LLC Retirement 401(k) Plan 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. Advizex Technologies, LLC Retirement 401(k) Plan sits mid-pack in the medium band (192 participants).

Published 5500 schedule card

Filing strip 371504931 · Rolta Advizex Technologies, LLC PY 2022 · 401(k)

Advizex Technologies, LLC Retirement 401(k) Plan · $25M · 192 · 81st

  • EBSA $25M
  • EBSA 192
  • EBSA 81st
  • EBSA 401(k)
  • EBSA near The Impac Mortgage Corp. 401(k) Savings Plan
  • EBSA ind #17494

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 Ohio →

Advizex Technologies, LLC Retirement 401(k) Plan in the asset neighbourhood

Advizex Technologies, LLC Retirement 401(k) PlanAdvizex Technologies, LLC Re…$25MWood, Smith, Henning & Berman LLP Attorneys & Staff 401(k) Plan and TrustWood, Smith, Henning & Berma…$25MThe Impac Mortgage Corp. 401(k) Savings PlanThe Impac Mortgage Corp. 401…$25MNational Partners in Healthcare, LLC 401(k) PlanNational Partners in Healthc…$25MWest Texas Rehabilitation Center Employees 401(k) Profit Sharing PlanWest Texas Rehabilitation Ce…$25M
End-of-year total assets ($M) among Advizex Technologies, LLC Retirement 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN371504931
Plan Effective Date2017-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rolta Advizex Technologies, LLC)

Sponsor-wide plan assets over time

All Rolta Advizex Technologies, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 41.01332095151444% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.2M $35.6M ▲ +41.0%
Year Plans Participants Total Assets
2022 1 192 $25M
2023 1 212 $29M
2024 1 257 $36M

Nearby 401(k) Plans in Ohio

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

Advizex Technologies, LLC Retirement 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Advizex Technologies, LLC Retirement 401(k) Plan, Total assets ($B): 0.025215466 · Participants: 192Advizex Technologies, LLC Retirement 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Advizex Technologies, LLC Retirement 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Advizex Technologies, LLC Retirement 401(k) Plan side-by-side with 3 peers →

Advizex Technologies, LLC Retirement 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is The Impac Mortgage Corp. 401(k) Savings Plan in CA ($25M); by covered participants it is Discovery Living, Inc. 401(k) Plan in IA (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Advizex Technologies, LLC Retirement 401(k) Plan assets move in 2022? ▼
Advizex Technologies, LLC Retirement 401(k) Plan pulled back noticeably - down 12.9% during 2022, from $29M to $25M. Reported net income was -$4M.
How have Rolta Advizex Technologies, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rolta Advizex Technologies, LLC's sponsor-wide assets grew 41.0%, from $25M to $36M.
Where does Advizex Technologies, LLC Retirement 401(k) Plan rank by assets among Form 5500 filers? ▼
Advizex Technologies, LLC Retirement 401(k) Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Advizex Technologies, LLC Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Impac Mortgage Corp. 401(k) Savings Plan in CA ($25M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Advizex Technologies, LLC Retirement 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Discovery Living, Inc. 401(k) Plan in IA (192 participants, $2M in assets).

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 371504931.

Read our methodology - how this data is sourced, computed, and verified.

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