401(k) · DOL Form 5500 · 2023

Advanced Healthcare Logistics, Corp 401(k) Plan

Data updated 2026-08-25

$93K
Total assets Small plan by assets
85
Participants Small participant base
6th
Percentile by assets National rank
$1,089
Avg per participant Low balance/head
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Official DOL plan name: Advanced Savings & Retirement Plan · Sponsored by Advanced Healthcare Logistics, Corp · Puerto Rico · Healthcare & Social Assistance

$93K in assets, 85 participants

Advanced Healthcare Logistics, Corp's Advanced Savings & Retirement Plan reported $93K in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #725 in Healthcare & Social Assistance (17,684 peers)

Advanced Healthcare Logistics, Corp multi-year trail

Advanced Healthcare Logistics, Corp's plans moved +399.0% in assets from 2022 to 2024; this filing shows Advanced Savings & Retirement Plan at $93K / 85 participants.

#725
in Healthcare & Social Assistance (17,684 peers)
+204.0%
assets growth YoY

Advanced Savings & Retirement Plan among the smaller filed plans by assets

Advanced Savings & Retirement Plan vs every filed plan by assets

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

$92,599 6th percentile higher than 6% 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

Advanced Savings & Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advanced Savings & Retirement Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advanced Savings & Retirement Plan end-of-year assets rose from $30K in the plan year 2022 filing to $93K in the plan year 2023 filing.
  • Advanced Savings & Retirement Plan reported net income rose from $30K in the plan year 2022 filing to $62K in the plan year 2023 filing.
  • Advanced Savings & Retirement Plan reported participants rose from N/A in the plan year 2022 filing to 85 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 660797827 · Advanced Healthcare Logistics, Corp PY 2023 · 401(k)

Advanced Savings & Retirement Plan · $93K · 85 · 6th

  • EIN $93K
  • EIN 85
  • EIN 6th
  • EIN 401(k)
  • EIN near Zackmeister Enterprises, Inc. 401(k) Plan
  • EIN ind #725

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 Puerto Rico →

Advanced Savings & Retirement Plan in the asset neighbourhood

Advanced Savings & Retirement PlanAdvanced Savings & Retiremen…$93KZackmeister Enterprises, Inc. 401(k) PlanZackmeister Enterprises, Inc…$93KInglett Tools Inc. Retirement PlanInglett Tools Inc. Retiremen…$93KJimmy O's Tool Sled Retirement PlanJimmy O's Tool Sled Retireme…$93KThe Tcb Crew, Inc. 401(k) Profit Sharing PlanThe Tcb Crew, Inc. 401(k) Pr…$93K
End-of-year total assets ($M) among Advanced Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Advanced Healthcare Logistics, Corp multi-year asset trail

Sponsor-wide plan assets over time

All Advanced Healthcare Logistics, Corp plans reported in each filing year

Latest sponsor-wide plan assets
$152K 399.04461735447654% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.03M $0.15M ▲ +400.0%
Year Plans Participants Total Assets
2022 1 N/A $30K
2023 1 85 $93K
2024 1 85 $152K

Advanced Healthcare Logistics, Corp filing trail (2023)

Total Assets (Beginning of Year)$30K
Net Assets (End of Year)$93K
Net Income$62K
Employer EIN660797827
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Advanced Savings & Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Advanced Savings & Retirement Plan, Total assets ($M): 0.092599 · Participants: 85Advanced Savings & Retirement PlanPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Advanced Savings & Retirement Plan vs. nearby 401(k) plans in Puerto Rico, assets vs. participants

Advanced Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Zackmeister Enterprises, Inc. 401(k) Plan in TX ($93K); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Advanced Savings & Retirement Plan assets move in 2023?
Advanced Savings & Retirement Plan surged - up 204.0% during 2023, from $30K to $93K. Reported net income was $62K.
How have Advanced Healthcare Logistics, Corp plan assets changed over time?
Across 3 plan years on file (2022-2024), Advanced Healthcare Logistics, Corp's sponsor-wide assets grew 399.0%, from $30K to $152K.
Where does Advanced Savings & Retirement Plan rank by assets among Form 5500 filers?
Advanced Savings & Retirement Plan ranks in the 6th 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 Advanced Savings & Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Zackmeister Enterprises, Inc. 401(k) Plan in TX ($93K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Advanced Savings & Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M in assets).