401(k) · DOL Form 5500 · 2022

Benefit Strategies & Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$949K
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$474,497
Avg per participant High balance/head
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Official DOL plan name: The 401(k) Lab 401(k) Plan · Sponsored by Benefit Strategies & Advisors, LLC · Florida · Professional & Technical Services

$949K in assets, 2 participants

Benefit Strategies & Advisors, LLC's The 401(k) Lab 401(k) Plan reported $949K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,459 in Professional & Technical Services (21,562 peers)

Benefit Strategies & Advisors, LLC multi-year trail

Benefit Strategies & Advisors, LLC's plans moved +35.8% in assets from 2022 to 2024; this filing shows The 401(k) Lab 401(k) Plan at $949K / 2 participants.

#4,459
in Professional & Technical Services (21,562 peers)
-10.5%
assets change YoY

The plan reported a net loss of $111K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The 401(k) Lab 401(k) Plan among the smaller filed plans by assets

The 401(k) Lab 401(k) Plan vs every filed plan by assets

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

$948,994 24th percentile higher than 24% 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

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

DOL schedule card

Filing strip 460531284 · Benefit Strategies & Advisors, LLC PY 2022 · 401(k)

The 401(k) Lab 401(k) Plan · $949K · 2 · 24th

  • TYPE $949K
  • NET 2
  • BOOK 24th
  • VS-ST 401(k)
  • BOY near Advocate Healthcare 401(k) Plan
  • SCH ind #4459

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 Florida →

The 401(k) Lab 401(k) Plan in the asset neighbourhood

The 401(k) Lab 401(k) Plan$949KAdvocate Healthcare 401(k) PlanAdvocate Healthcare 401(k) P…$949KTravis Inc. 401(k) Profit Sharing PlanTravis Inc. 401(k) Profit Sh…$949KKws 401(k) Trust$949KInterboro Attorney Services 401(k) PlanInterboro Attorney Services …$949K
End-of-year total assets ($M) among The 401(k) Lab 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Benefit Strategies & Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Benefit Strategies & Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 35.825516283559224% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M 202220232024 $0.95M $1.29M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 2 $949K
2023 1 2 $1M
2024 1 2 $1M

Benefit Strategies & Advisors, LLC filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$949K
Net Income-$111K
Employer EIN460531284
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

The 401(k) Lab 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants The 401(k) Lab 401(k) Plan, Total assets ($B): 0.000948994 · Participants: 2The 401(k) Lab 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
The 401(k) Lab 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare The 401(k) Lab 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Advocate Healthcare 401(k) Plan in MA ($949K); 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 ($949K 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 The 401(k) Lab 401(k) Plan assets move in 2022? ▼
The 401(k) Lab 401(k) Plan pulled back noticeably - down 10.5% during 2022, from $1M to $949K. Reported net income was -$111K.
How have Benefit Strategies & Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Benefit Strategies & Advisors, LLC's sponsor-wide assets grew 35.8%, from $949K to $1M.
Where does The 401(k) Lab 401(k) Plan rank by assets among Form 5500 filers? ▼
The 401(k) Lab 401(k) Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to The 401(k) Lab 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Advocate Healthcare 401(k) Plan in MA ($949K, 174 participants).
Which 401(k) plans cover a similar participant headcount to The 401(k) Lab 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).

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 460531284.

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.