401(k) · DOL Form 5500 · 2023

Advent Capital, Inc. 401(k) Plan

Data updated 2026-08-25

$362K
Total assets Small plan by assets
17
Participants Small participant base
15th
Percentile by assets National rank
$21,268
Avg per participant Low balance/head
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Official DOL plan name: Advent Capital, Inc. 401(k) Plan · Sponsored by Advent Capital, Inc. · Colorado · Construction

$362K in assets, 17 participants

Advent Capital, Inc.'s Advent Capital, Inc. 401(k) Plan reported $362K in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #1,249 in Construction (9,030 peers)

Advent Capital, Inc. multi-year trail

Advent Capital, Inc.'s plans moved -70.4% in assets from 2022 to 2024; this filing shows Advent Capital, Inc. 401(k) Plan at $362K / 17 participants.

#1,249
in Construction (9,030 peers)
+34.9%
assets growth YoY

Advent Capital, Inc. 401(k) Plan among the smaller filed plans by assets

Advent Capital, Inc. 401(k) Plan vs every filed plan by assets

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

$361,560 15th percentile higher than 15% 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

Advent Capital, Inc. 401(k) 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. Advent Capital, Inc. 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Advent Capital, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $94K in the plan year 2023 filing.
  • Advent Capital, Inc. 401(k) Plan end-of-year assets rose from $268K in the plan year 2022 filing to $362K in the plan year 2023 filing.
  • Advent Capital, Inc. 401(k) Plan reported participants fell from 25 in the plan year 2022 filing to 17 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 830522740 · Advent Capital, Inc. PY 2023 · 401(k)

Advent Capital, Inc. 401(k) Plan · $362K · 17 · 15th

  • EBSA $362K
  • PART 17
  • TYPE 15th
  • NET 401(k)
  • BOOK near The Cbiz 401 (K) Pep
  • VS-ST ind #1249

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 Construction retirement plans → · Plans in Colorado →

Advent Capital, Inc. 401(k) Plan in the asset neighbourhood

Advent Capital, Inc. 401(k) PlanAdvent Capital, Inc. 401(k) …$362KThe Cbiz 401 (K) Pep$362KEnterprises Mc, Inc. 401(k) PlanEnterprises Mc, Inc. 401(k) …$362KR2 Marketing Inc 401(k) Profit Sharing Plan & TrustR2 Marketing Inc 401(k) Prof…$362KMalserk Retirement Plan$362K
End-of-year total assets ($M) among Advent Capital, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Advent Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advent Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$366K 70.4314956910289% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.24M $0.37M ▼ -70.2%
Year Plans Participants Total Assets
2022 2 52 $1M
2023 1 17 $362K
2024 1 28 $366K

Advent Capital, Inc. filing trail (2023)

Total Assets (Beginning of Year)$268K
Net Assets (End of Year)$362K
Net Income$94K
Employer EIN830522740
Plan Effective Date2018-04-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Advent Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Advent Capital, Inc. 401(k) Plan, Total assets ($B): 0.00036156 · Participants: 17Advent Capital, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Advent Capital, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Advent Capital, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is The Cbiz 401 (K) Pep in FL ($362K); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($362K here).

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Advent Capital, Inc. 401(k) Plan assets move in 2023? ▼
Advent Capital, Inc. 401(k) Plan surged - up 34.9% during 2023, from $268K to $362K. Reported net income was $94K.
How have Advent Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advent Capital, Inc.'s sponsor-wide assets declined 70.4%, from $1M to $366K.
Where does Advent Capital, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Advent Capital, Inc. 401(k) Plan ranks in the 15th 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 Advent Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Cbiz 401 (K) Pep in FL ($362K, 53 participants).
Which 401(k) plans cover a similar participant headcount to Advent Capital, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 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 830522740.

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.