401(k) · DOL Form 5500 · 2022

Advocates Incorporated 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
436
Participants Below avg headcount
32nd
Percentile by assets National rank
$4,033
Avg per participant Low balance/head
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Official DOL plan name: Advocates Incorporated 401(k) Profit Sharing Plan and Trust · Sponsored by Advocates Incorporated · New York · Healthcare & Social Assistance

$2M in assets, 436 participants

Advocates Incorporated's Advocates Incorporated 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 436 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,439 in Healthcare & Social Assistance (20,060 peers)

Advocates Incorporated multi-year trail

Advocates Incorporated's plans moved +109.1% in assets from 2022 to 2024; this filing shows Advocates Incorporated 401(k) Profit Sharing Plan and Trust at $2M / 436 participants.

#6,439
in Healthcare & Social Assistance (20,060 peers)
+18.6%
assets growth YoY

Advocates Incorporated 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Advocates Incorporated 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,758,211 32nd percentile higher than 32% 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

Advocates Incorporated 401(k) Profit Sharing 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. Advocates Incorporated 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (436 participants).

EBSA filing schedule strip

Filing strip 161453716 · Advocates Incorporated PY 2022 · 401(k)

Advocates Incorporated 401(k) Profit Sharing Plan and Trust · $2M · 436 · 32nd

  • IND $2M
  • IND 436
  • IND 32nd
  • IND 401(k)
  • IND near Kona Brewing Company 401(k) Plan
  • IND ind #6439

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

Advocates Incorporated 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Advocates Incorporated 401(k) Profit Sharing Plan and TrustAdvocates Incorporated 401(k…$2MKona Brewing Company 401(k) PlanKona Brewing Company 401(k) …$2MNorstar Employees 401(k) Plan$2MHonore Woodside, D.D.S., Ltd. Profit-Sharing and Savings Plan and TrustHonore Woodside, D.D.S., Ltd…$2MJ. Pica Y Cia Retirement Plan$2M
End-of-year total assets ($M) among Advocates Incorporated 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Advocates Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Advocates Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$4M 109.07172119842272% vs 2022
2024 filing year
$1M$2M$3M$4M 202220232024 $1.76M $3.68M ▲ +109.1%
Year Plans Participants Total Assets
2022 1 436 $2M
2023 1 466 $3M
2024 1 614 $4M

Advocates Incorporated filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$275K
Employer EIN161453716
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Advocates Incorporated 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Advocates Incorporated 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001758211 · Participants: 436Advocates Incorporated 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Advocates Incorporated 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Advocates Incorporated 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Advocates Incorporated 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kona Brewing Company 401(k) Plan in HI ($2M); by covered participants it is Amerex Corporation 401(k) Savings Plan in AL (436 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (436 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 Advocates Incorporated 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Advocates Incorporated 401(k) Profit Sharing Plan and Trust grew sharply - up 18.6% during 2022, from $1M to $2M. Reported net income was $275K.
How have Advocates Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advocates Incorporated's sponsor-wide assets grew 109.1%, from $2M to $4M.
Which 401(k) plans are similar in size to Advocates Incorporated 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kona Brewing Company 401(k) Plan in HI ($2M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Advocates Incorporated 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Amerex Corporation 401(k) Savings Plan in AL (436 participants, $44M 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 161453716.

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.