401(k) · DOL Form 5500 · 2022

Advent Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$268K
Total assets Small plan by assets
25
Participants Small participant base
13th
Percentile by assets National rank
$10,722
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Advent Capital, Inc. 401(k) Plan · Sponsored by Advent Capital, Inc. · Colorado · Construction

$268K in assets, 25 participants

Advent Capital, Inc.'s Advent Capital, Inc. 401(k) Plan reported $268K in total assets and 25 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,098 in Construction (9,927 peers)

Advent Capital, Inc. multi-year trail

Advent Capital, Inc.'s plans moved -70.4% in assets from 2022 to 2024; this filing shows Advent Capital, Inc. 401(k) Plan at $268K / 25 participants.

#1,098
in Construction (9,927 peers)
-82.7%
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.

Advent Capital, Inc. 401(k) Plan among the smaller filed plans by assets

Advent Capital, Inc. 401(k) Plan vs every filed plan by assets

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

$268,039 13th percentile higher than 13% 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

Advent Capital, Inc. 401(k) 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. Advent Capital, Inc. 401(k) Plan is a small filing (25 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 830522740 · Advent Capital, Inc. PY 2022 · 401(k)

Advent Capital, Inc. 401(k) Plan · $268K · 25 · 13th

  • PART $268K
  • PART 25
  • PART 13th
  • PART 401(k)
  • PART near Pmhs-Lr, LLC, 401(k) Plan
  • PART ind #1098

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 Construction retirement plans → · Plans in Colorado →

Advent Capital, Inc. 401(k) Plan in the asset neighbourhood

Advent Capital, Inc. 401(k) PlanAdvent Capital, Inc. 401(k) …$268KPmhs-Lr, LLC, 401(k) Plan$268KYb Services, Inc. 401(k) Plan$268KDa Kaiser Enterprises Retirement PlanDa Kaiser Enterprises Retire…$268KJst Holdings 401(k)$268K
End-of-year total assets ($M) among Advent Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Advent Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advent Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$366K 70.4314956910289% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.24M $0.37M ▼ -70.2%
Year Plans Participants Total Assets
2022 2 52 $1M
2023 1 17 $362K
2024 1 28 $366K

Advent Capital, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$268K
Net Income-$1M
Employer EIN830522740
Plan Effective Date2018-04-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Advent Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Advent Capital, Inc. 401(k) Plan, Total assets ($B): 0.000268039 · Participants: 25Advent Capital, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Advent Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Advent Capital, Inc. 401(k) Plan side-by-side with 3 peers →

Advent Capital, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Pmhs-Lr, LLC, 401(k) Plan in AR ($268K); by covered participants it is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($268K here).

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Advent Capital, Inc. 401(k) Plan assets move in 2022? ▼
Advent Capital, Inc. 401(k) Plan contracted severely - down 82.7% during 2022, from $2M to $268K. Reported net income was -$1M.
How have Advent Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advent Capital, Inc.'s sponsor-wide assets declined 70.4%, from $1M to $366K.
Where does Advent Capital, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Advent Capital, Inc. 401(k) Plan ranks in the 13th 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 Advent Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pmhs-Lr, LLC, 401(k) Plan in AR ($268K, 15 participants).
Which 401(k) plans cover a similar participant headcount to Advent Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and Trust in NC (25 participants, $7M 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 830522740.

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.