401(k) · DOL Form 5500 · 2023

Niche Healthcare Strategic Adv 401(k) Plan

Data updated 2026-08-25

$653K
Total assets Small plan by assets: 2
Participants Small participant base: 20th
Percentile by assets National rank: $326,443
Avg per participant High balance/head

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Official DOL plan name: Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust · Sponsored by Niche Healthcare Strategic Adv · California · Professional & Technical Services

$653K in assets, 2 participants

Niche Healthcare Strategic Adv's Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust reported $653K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

#3,067 in Professional & Technical Services (20,321 peers)

Niche Healthcare Strategic Adv multi-year trail

Niche Healthcare Strategic Adv's plans moved +23.1% in assets from 2023 to 2024; this filing shows Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust at $653K / 2 participants.

#3,067
in Professional & Technical Services (20,321 peers): +31.7%
assets growth YoY

Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$652,886 20th percentile higher than 20% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 815082693 · Niche Healthcare Strategic Adv PY 2023 · 401(k)

Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust · $653K · 2 · 20th

EBSA $653K
EBSA 2
EBSA 20th
EBSA 401(k)
EBSA near Lamar Management, Inc. 401(k) Plan
EBSA ind #3067

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 Professional & Technical Services retirement plans → · Plans in California →

End-of-year total assets ($M) among Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Niche Healthcare Strategic Adv multi-year asset trail

Latest sponsor-wide plan assets: $803K 23.053794996369962% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	2	$653K
2024	1	2	$803K

Niche Healthcare Strategic Adv filing trail (2023)

Total Assets (Beginning of Year)	$496K
Net Assets (End of Year)	$653K
Net Income	$157K
Employer EIN	815082693
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lamar Management, Inc. 401(k) Plan in GA ($653K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($653K here).

Lamar Management, Inc. 401(k) Plan (GA) $653K · 5
M25 Enterprises, Inc. Profit Sharing Plan (IN) $653K · 7
Ambiotec Civil Engineering Group, Inc. 401(k) Profit Sharing Plan (TX) $653K · 21
Kar Industries Inc. Retirement Plan (NJ) $652K · 4

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off

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 Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼

Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust surged - up 31.7% during 2023, from $496K to $653K. Reported net income was $157K.

How have Niche Healthcare Strategic Adv plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Niche Healthcare Strategic Adv's sponsor-wide assets grew 23.1%, from $653K to $803K.

Where does Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust ranks in the 20th 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 Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Lamar Management, Inc. 401(k) Plan in GA ($653K, 5 participants).

Which 401(k) plans cover a similar participant headcount to Niche Healthcare Strategic Adv 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 815082693.