Other · DOL Form 5500 · 2023

Advent Consulting, Inc. Retirement Plan

Data updated 2026-08-25

$144K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$144,387
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Shebesta Group Savings Plan · Sponsored by Advent Consulting, Inc. · Ohio · Professional & Technical Services

$144K in assets, 1 participants

Advent Consulting, Inc.'s Shebesta Group Savings Plan reported $144K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,399 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Shebesta Group Savings Plan holds $144K for 1 participant - about $144,387 per participant, among the smaller plans by assets on file.

#1,399
in Professional & Technical Services (20,321 peers)
+7.4%
assets growth YoY

Shebesta Group Savings Plan among the smaller filed plans by assets

Shebesta Group Savings Plan vs every filed plan by assets

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

$144,387 8th percentile higher than 8% 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

Shebesta Group Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shebesta Group Savings Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shebesta Group Savings Plan reported net income rose from -$12K in the plan year 2022 filing to $10K in the plan year 2023 filing.
  • Shebesta Group Savings Plan end-of-year assets rose from $134K in the plan year 2022 filing to $144K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 311045313 · Advent Consulting, Inc. PY 2023 · Other

Shebesta Group Savings Plan · $144K · 1 · 8th

  • PHOTO $144K
  • IND 1
  • EOY 8th
  • 5500 Other
  • ASSETS near Morgan County System of Services, Inc. Deferred Compensation Plan
  • PCT ind #1399

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 Ohio →

Shebesta Group Savings Plan in the asset neighbourhood

Morgan County System of Services, Inc. Deferred Compensation PlanMorgan County System of Serv…$145KKansas City Christian School Retirement PlanKansas City Christian School…$145KTax Deferred Annuity Plan of Literacy West Ny, Inc.Tax Deferred Annuity Plan of…$154KShebesta Group Savings Plan$144KThe Harbor School 403(b) Tda Plan - #358480The Harbor School 403(b) Tda…$138K
End-of-year total assets ($M) among Shebesta Group Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$134K
Net Assets (End of Year)$144K
Net Income$10K
Employer EIN311045313
Plan Effective Date1989-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advent Consulting, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$129K 3.840032130425728% vs 2022
2024 filing year
$0.13M$0.13M$0.14M$0.14M$0.14M 202220232024 $0.13M $0.13M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $134K
2023 1 1 $144K
2024 1 1 $129K

Nearby Other Plans in Ohio

Peer Other plans, same state, same plan type, ranked by total assets.

Shebesta Group Savings Plan vs. nearby Other plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Shebesta Group Savings Plan, Total assets ($B): 0.000144387 · Participants: 1Shebesta Group Savings PlanCleveland Clinic Savings and Investment Plan, Total assets ($B): 7.50407015 · Participants: 54690Cleveland Clinic Savings and Investment PlanOhiohealth Retirement Savings Plan 403(b), Total assets ($B): 2.333422722 · Participants: 28604Ohiohealth Retirement Savings Plan 403(b)University Hospitals Health System 403(b) Matched Retirement Savings Plan, Total assets ($B): 2.117502241 · Participants: 26534University Hospitals Health System 403(b) Matched Retirement Savings PlanFaculty and Key Administrative Employee's Retirement Plan a, Total assets ($B): 1.966936238 · Participants: 1840Faculty and Key Administrative Employee's Retirement Plan aChildren's Hospital Medical Center Employee Savings Plan, Total assets ($B): 1.763228532 · Participants: 17941Children's Hospital Medical Center Employee Savings Plan
Shebesta Group Savings Plan vs. nearby Other plans in Ohio, assets vs. participants
Compare Shebesta Group Savings Plan side-by-side with 3 peers →

Shebesta Group Savings Plan's out-of-state Other peers by assets and headcount

Outside Ohio, the nearest Other by assets is Morgan County System of Services, Inc. Deferred Compensation Plan in AL ($145K); by covered participants it is James Nola Investment Trust in FL (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Shebesta Group Savings Plan assets move in 2023? ▼
Shebesta Group Savings Plan grew at a solid clip - up 7.4% during 2023, from $134K to $144K. Reported net income was $10K.
How have Advent Consulting, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advent Consulting, Inc.'s sponsor-wide assets declined 3.8%, from $134K to $129K.
Where does Shebesta Group Savings Plan rank by assets among Form 5500 filers? ▼
Shebesta Group Savings Plan ranks in the 8th 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 Other plans are similar in size to Shebesta Group Savings Plan? ▼
Among Other plans in other states, the closest by assets is Morgan County System of Services, Inc. Deferred Compensation Plan in AL ($145K, 11 participants).
Which Other plans cover a similar participant headcount to Shebesta Group Savings Plan? ▼
Among Other plans in other states, the closest by covered participants is James Nola Investment Trust in FL (1 participant, $2M 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 311045313.

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.