401(k) · DOL Form 5500 · 2022

Advocates, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
1,622
Participants Near avg headcount
85th
Percentile by assets National rank
$22,327
Avg per participant Low balance/head
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Official DOL plan name: Advocates, Inc, 401(k) Plan · Sponsored by Advocates, Inc. · Massachusetts · Healthcare & Social Assistance

$36M in assets, 1,622 participants

Advocates, Inc.'s Advocates, Inc, 401(k) Plan reported $36M in total assets and 1,622 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,505 in Healthcare & Social Assistance (20,060 peers)

Coverage in Massachusetts

Advocates, Inc, 401(k) Plan covers 1,622 participants in Massachusetts, 2.5x the typical Massachusetts plan (state average ~659 per filing). Assets: $36M.

#17,505
in Healthcare & Social Assistance (20,060 peers)
+21.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Advocates, Inc, 401(k) Plan's outsized position by total assets

Advocates, Inc, 401(k) Plan vs every filed plan by assets

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

$36,214,442 Top 15% higher than 85% 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

Advocates, Inc, 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advocates, Inc, 401(k) Plan lands in the large band (1,622 participants).

Published 5500 schedule card

Filing strip 237451423 · Advocates, Inc. PY 2022 · 401(k)

Advocates, Inc, 401(k) Plan · $36M · 1,622 · 85th

  • EIN $36M
  • RANK 1,622
  • PHOTO 85th
  • IND 401(k)
  • EOY near Omni Logistics 401(k) Plan
  • 5500 ind #17505

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 Massachusetts →

Advocates, Inc, 401(k) Plan in the asset neighbourhood

Omni Logistics 401(k) Plan$36MDesimone Consulting Engineering 401(k) PlanDesimone Consulting Engineer…$36MFinkl Steel Savings Plan$36MWorld Travel, Inc. 401(k) PlanWorld Travel, Inc. 401(k) Pl…$36MAdvocates, Inc, 401(k) Plan$36M
End-of-year total assets ($M) among Advocates, Inc, 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN237451423
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advocates, Inc.)

Sponsor-wide plan assets over time

All Advocates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$53M 38.84406411181056% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38.4M $53.3M ▲ +38.8%
Year Plans Participants Total Assets
2022 2 1,627 $38M
2023 1 1,707 $44M
2024 2 4,776 $53M

Nearby 401(k) Plans in Massachusetts

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

Advocates, Inc, 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Advocates, Inc, 401(k) Plan, Total assets ($B): 0.036214442 · Participants: 1622Advocates, Inc, 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Advocates, Inc, 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Advocates, Inc, 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Omni Logistics 401(k) Plan in TX ($36M); by covered participants it is Liberty Tire Services, LLC 401(k) Plan in PA (1,622 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,622 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 Advocates, Inc, 401(k) Plan assets move in 2022? ▼
Advocates, Inc, 401(k) Plan grew sharply - up 21.6% during 2022, from $30M to $36M. Reported net income was $6M.
How have Advocates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advocates, Inc.'s sponsor-wide assets grew 38.8%, from $38M to $53M.
Where does Advocates, Inc, 401(k) Plan rank by assets among Form 5500 filers? ▼
Advocates, Inc, 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Advocates, Inc, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Omni Logistics 401(k) Plan in TX ($36M, 1,448 participants).
Which 401(k) plans cover a similar participant headcount to Advocates, Inc, 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Liberty Tire Services, LLC 401(k) Plan in PA (1,622 participants, $17M 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 237451423.

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.