401(k) · DOL Form 5500 · 2023

Advo(K)Ate Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
32nd
Percentile by assets National rank
$219,945
Avg per participant Above avg balance/head
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Official DOL plan name: Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla · Sponsored by Advo(K)Ate Advisors, LLC · Alabama · Finance & Insurance

$2M in assets, 10 participants

Advo(K)Ate Advisors, LLC's Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #1,923 in Finance & Insurance (8,869 peers)

Advo(K)Ate Advisors, LLC multi-year trail

Advo(K)Ate Advisors, LLC's plans moved +453.4% in assets from 2022 to 2024; this filing shows Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla at $2M / 10 participants.

#1,923
in Finance & Insurance (8,869 peers)
+307.1%
assets growth YoY

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla among the smaller filed plans by assets

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla vs every filed plan by assets

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

$2,199,452 32nd percentile higher than 32% 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

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla end-of-year assets rose from $540K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla reported net income rose from $540K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla reported participants rose from 8 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 882371084 · Advo(K)Ate Advisors, LLC PY 2023 · 401(k)

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla · $2M · 10 · 32nd

  • RANK $2M
  • RANK 10
  • RANK 32nd
  • RANK 401(k)
  • RANK near Dedham Country and Polo Club 401(k) Plan
  • RANK ind #1923

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 →

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla in the asset neighbourhood

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing PlaAdvo(K)Ate Advisors, LLC 401…$2MDedham Country and Polo Club 401(k) PlanDedham Country and Polo Club…$2ME & S Fogarty Enterprises, Inc. 401(k) Profit Sharing PlanE & S Fogarty Enterprises, I…$2MDefero, LLC 401(k) Plan$2MExamkrackers, Inc. 401(k) Profit Sharing Plan and TrustExamkrackers, Inc. 401(k) Pr…$2M
End-of-year total assets ($M) among Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Advo(K)Ate Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Advo(K)Ate Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 453.39230090117104% vs 2022
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $0.54M $2.99M ▲ +453.7%
Year Plans Participants Total Assets
2022 1 8 $540K
2023 1 10 $2M
2024 1 9 $3M

Advo(K)Ate Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$540K
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN882371084
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla, Total assets ($B): 0.002199452 · Participants: 10Advo(K)Ate Advisors, LLC 401(k) Profit Sharing PlaRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla side-by-side with 3 peers →

Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Dedham Country and Polo Club 401(k) Plan in MA ($2M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla assets move in 2023? ▼
Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla surged - up 307.1% during 2023, from $540K to $2M. Reported net income was $2M.
How have Advo(K)Ate Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advo(K)Ate Advisors, LLC's sponsor-wide assets grew 453.4%, from $540K to $3M.
Which 401(k) plans are similar in size to Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla? ▼
Among 401(k) plans in other states, the closest by assets is Dedham Country and Polo Club 401(k) Plan in MA ($2M, 38 participants).
Which 401(k) plans cover a similar participant headcount to Advo(K)Ate Advisors, LLC 401(k) Profit Sharing Pla? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 882371084.

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.