401(k) · DOL Form 5500 · 2023

Andreeff Equity Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$81K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$80,636
Avg per participant Below avg balance/head
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Official DOL plan name: Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan · Sponsored by Andreeff Equity Advisors, LLC · Florida · Finance & Insurance

$81K in assets, 1 participants

Andreeff Equity Advisors, LLC's Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan reported $81K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

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

What the 2023 filing shows

Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan holds $81K for 1 participant - about $80,636 per participant, among the smaller plans by assets on file.

#294
in Finance & Insurance (8,869 peers)
-1.5%
assets change YoY

The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$80,636 5th percentile higher than 5% 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

Andreeff Equity Advisors, LLC 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. Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan reported net income rose from -$9K in the plan year 2022 filing to -$1K in the plan year 2023 filing.
  • Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $82K in the plan year 2022 filing to $81K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133989252 · Andreeff Equity Advisors, LLC PY 2023 · 401(k)

Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan · $81K · 1 · 5th

  • EIN $81K
  • RANK 1
  • PHOTO 5th
  • IND 401(k)
  • EOY near Harling Partners Corporation 401(k) Profit Sharing Plan
  • 5500 ind #294

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 Florida →

Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Andreeff Equity Advisors, LLC 401(k) Profit Sharing PlanAndreeff Equity Advisors, LL…$81KHarling Partners Corporation 401(k) Profit Sharing PlanHarling Partners Corporation…$81KFamsan, Inc. 401(k) Profit Sharing PlanFamsan, Inc. 401(k) Profit S…$81KOcean Skin and Vein Institute 401(k) PlanOcean Skin and Vein Institut…$81KEgategawi, Inc 401(k) Plan$81K
End-of-year total assets ($M) among Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$82K
Net Assets (End of Year)$81K
Net Income-$1K
Employer EIN133989252
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Andreeff Equity Advisors, LLC)

Sponsor-wide plan assets over time

All Andreeff Equity Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$81K 0.6927475320105562% vs 2022
2024 filing year
$0.08M 202220232024 $0.08M $0.08M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $82K
2023 1 1 $81K
2024 1 1 $81K

Nearby 401(k) Plans in Florida

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

Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.000080636 · Participants: 1Andreeff Equity Advisors, LLC 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Harling Partners Corporation 401(k) Profit Sharing Plan in IL ($81K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan edged down modestly - down 1.5% during 2023, from $82K to $81K. Reported net income was -$1K.
How have Andreeff Equity Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Andreeff Equity Advisors, LLC's sponsor-wide assets declined 0.7%, from $82K to $81K.
Where does Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harling Partners Corporation 401(k) Profit Sharing Plan in IL ($81K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Andreeff Equity Advisors, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 133989252.

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.