401(k) · DOL Form 5500 · 2023

Advisors Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
64
Participants Small participant base
49th
Percentile by assets National rank
$98,353
Avg per participant Below avg balance/head
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Official DOL plan name: Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Advisors Capital Management LLC · New Jersey · Finance & Insurance

$6M in assets, 64 participants

Advisors Capital Management LLC's Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 64 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,102 in Finance & Insurance (8,869 peers)

Advisors Capital Management LLC multi-year trail

Advisors Capital Management LLC's plans moved +147.0% in assets from 2022 to 2024; this filing shows Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust at $6M / 64 participants.

#3,102
in Finance & Insurance (8,869 peers)
+68.9%
assets growth YoY

Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,294,621 49th percentile higher than 49% 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

Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $896K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 51 in the plan year 2022 filing to 64 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133994630 · Advisors Capital Management LLC PY 2023 · 401(k)

Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust · $6M · 64 · 49th

  • IND $6M
  • EOY 64
  • 5500 49th
  • ASSETS 401(k)
  • PCT near Edgar, Dunn & Company 401(k) Profit Sharing Plan
  • EIN ind #3102

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 New Jersey →

Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Advisors Capital Management LLC 401(k) Profit Sharing Plan & TrustAdvisors Capital Management …$6MEdgar, Dunn & Company 401(k) Profit Sharing PlanEdgar, Dunn & Company 401(k)…$6MKocina Marketing Companies 401(k) PlanKocina Marketing Companies 4…$6MWel Companies, Inc. 401(k) Savings PlanWel Companies, Inc. 401(k) S…$6MBodega Latina 401(k) Retirement and Savings PlanBodega Latina 401(k) Retirem…$6M
End-of-year total assets ($M) among Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Advisors Capital Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Advisors Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 146.99153711315086% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $3.73M $9.2M ▲ +146.6%
Year Plans Participants Total Assets
2022 1 51 $4M
2023 1 64 $6M
2024 1 81 $9M

Advisors Capital Management LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN133994630
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006294621 · Participants: 64Advisors Capital Management LLC 401(k) Profit Sharing Plan & TrustJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Edgar, Dunn & Company 401(k) Profit Sharing Plan in CA ($6M); by covered participants it is Ekso Bionics 401(k) Plan in CA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust surged - up 68.9% during 2023, from $4M to $6M. Reported net income was $3M.
How have Advisors Capital Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisors Capital Management LLC's sponsor-wide assets grew 147.0%, from $4M to $9M.
Which 401(k) plans are similar in size to Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Edgar, Dunn & Company 401(k) Profit Sharing Plan in CA ($6M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Advisors Capital Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ekso Bionics 401(k) Plan in CA (64 participants, $6M 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 133994630.

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.