Other · DOL Form 5500 · 2023

Mayfair Advisory Group, LLC Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
26th
Percentile by assets National rank
$315,392
Avg per participant High balance/head
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Official DOL plan name: Mayfair Advisory Group 401(k) Profit Sharing Plan · Sponsored by Mayfair Advisory Group, LLC · Alabama · Finance & Insurance

$1M in assets, 4 participants

Mayfair Advisory Group, LLC's Mayfair Advisory Group 401(k) Profit Sharing Plan reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #1,492 in Finance & Insurance (8,869 peers)

Mayfair Advisory Group, LLC multi-year trail

Mayfair Advisory Group, LLC's plans moved +67.3% in assets from 2022 to 2024; this filing shows Mayfair Advisory Group 401(k) Profit Sharing Plan at $1M / 4 participants.

#1,492
in Finance & Insurance (8,869 peers)
+31.5%
assets growth YoY

Mayfair Advisory Group 401(k) Profit Sharing Plan among the smaller filed plans by assets

Mayfair Advisory Group 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,261,568 26th percentile higher than 26% of 127,068 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 2023

Mayfair Advisory Group 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Mayfair Advisory Group 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mayfair Advisory Group 401(k) Profit Sharing Plan reported net income rose from -$85K in the plan year 2022 filing to $302K in the plan year 2023 filing.
  • Mayfair Advisory Group 401(k) Profit Sharing Plan end-of-year assets rose from $960K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 842953346 · Mayfair Advisory Group, LLC PY 2023 · Other

Mayfair Advisory Group 401(k) Profit Sharing Plan · $1M · 4 · 26th

  • PCT $1M
  • EIN 4
  • RANK 26th
  • PHOTO Other
  • IND near Threshold Residential Services, Inc. 403 (B) Pension Plan
  • EOY ind #1492

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 Alabama →

Mayfair Advisory Group 401(k) Profit Sharing Plan in the asset neighbourhood

Communities in Schools of Jacksonville, Inc. Tax Deferred Annuity PlanCommunities in Schools of Ja…$1MMayfair Advisory Group 401(k) Profit Sharing PlanMayfair Advisory Group 401(k…$1MThreshold Residential Services, Inc. 403 (B) Pension PlanThreshold Residential Servic…$1MNewark School of the Arts Deferred Annuity PlanNewark School of the Arts De…$1MChemical Safety Technology, Inc. Profit Sharing PlanChemical Safety Technology, …$1M
End-of-year total assets ($M) among Mayfair Advisory Group 401(k) Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Mayfair Advisory Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Mayfair Advisory Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 67.32774377218266% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $0.96M $1.61M ▲ +67.7%
Year Plans Participants Total Assets
2022 1 4 $960K
2023 1 4 $1M
2024 1 4 $2M

Mayfair Advisory Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$960K
Net Assets (End of Year)$1M
Net Income$302K
Employer EIN842953346
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

Mayfair Advisory Group 401(k) Profit Sharing Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Mayfair Advisory Group 401(k) Profit Sharing Plan, Total assets ($B): 0.001261568 · Participants: 4Mayfair Advisory Group 401(k) Profit Sharing PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
Mayfair Advisory Group 401(k) Profit Sharing Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Mayfair Advisory Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

Mayfair Advisory Group 401(k) Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Threshold Residential Services, Inc. 403 (B) Pension Plan in OH ($1M); by covered participants it is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mayfair Advisory Group 401(k) Profit Sharing Plan assets move in 2023? ▼
Mayfair Advisory Group 401(k) Profit Sharing Plan surged - up 31.5% during 2023, from $960K to $1M. Reported net income was $302K.
How have Mayfair Advisory Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mayfair Advisory Group, LLC's sponsor-wide assets grew 67.3%, from $960K to $2M.
Which Other plans are similar in size to Mayfair Advisory Group 401(k) Profit Sharing Plan? ▼
Among Other plans in other states, the closest by assets is Threshold Residential Services, Inc. 403 (B) Pension Plan in OH ($1M, 98 participants).
Which Other plans cover a similar participant headcount to Mayfair Advisory Group 401(k) Profit Sharing Plan? ▼
Among Other plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants, $190K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 842953346.

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.