401(k) · DOL Form 5500 · 2023

Advisortrust, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
71
Participants Small participant base
58th
Percentile by assets National rank
$137,516
Avg per participant Near avg balance/head
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Official DOL plan name: Independent Pooled Employer Plan · Sponsored by Advisortrust, Inc. · South Dakota · Finance & Insurance

$10M in assets, 71 participants

Advisortrust, Inc.'s Independent Pooled Employer Plan reported $10M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,795 in Finance & Insurance (8,869 peers)

Advisortrust, Inc. multi-year trail

Advisortrust, Inc.'s plans moved +508.5% in assets from 2022 to 2024; this filing shows Independent Pooled Employer Plan at $10M / 71 participants.

#3,795
in Finance & Insurance (8,869 peers)
$627K
reported net income

Independent Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Independent Pooled Employer Plan vs every filed plan by assets

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

$9,763,620 Top 42% higher than 58% 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

Independent Pooled Employer 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. Independent Pooled Employer Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Independent Pooled Employer Plan reported participants rose from N/A in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464091337 · Advisortrust, Inc. PY 2023 · 401(k)

Independent Pooled Employer Plan · $10M · 71 · 58th

  • TYPE $10M
  • NET 71
  • BOOK 58th
  • VS-ST 401(k)
  • BOY near Sambrailo Packaging Profit Sharing Plan
  • SCH ind #3795

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 South Dakota →

Independent Pooled Employer Plan in the asset neighbourhood

Independent Pooled Employer PlanIndependent Pooled Employer …$10MSambrailo Packaging Profit Sharing PlanSambrailo Packaging Profit S…$10MEducation Credit Union 401(k) PlanEducation Credit Union 401(k…$10MRaceland Raw Sugar LLC 401(k) PlanRaceland Raw Sugar LLC 401(k…$10MGordon, Inc. 401(k) Plan$10M
End-of-year total assets ($M) among Independent Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Advisortrust, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Advisortrust, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$248M 508.5281362870342% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $40.7M $248M ▲ +508.5%
Year Plans Participants Total Assets
2022 7 1,804 $41M
2023 7 4,006 $115M
2024 7 4,982 $248M

Advisortrust, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$10M
Net Income$627K
Employer EIN464091337
Plan Effective Date2022-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Dakota

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

Independent Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Independent Pooled Employer Plan, Total assets ($M): 9.76362 · Participants: 71Independent Pooled Employer PlanBlack Hills Corporation 401(k) Retirement Savings Plan, Total assets ($M): 726.965765 · Participants: 2972Black Hills Corporation 401(k) Retirement Savings PlanGood Samaritan Society 401(k) Plan, Total assets ($M): 254.213431 · Participants: 12894Good Samaritan Society 401(k) PlanDaktronics, Inc. 401(k) Plan, Total assets ($M): 235.476974 · Participants: 2254Daktronics, Inc. 401(k) PlanPoet 401(k) Plan, Total assets ($M): 219.059384 · Participants: 2254Poet 401(k) PlanPremier 401(k) Plan, Total assets ($M): 215.996195 · Participants: 1913Premier 401(k) Plan
Independent Pooled Employer Plan vs. nearby 401(k) plans in South Dakota, assets vs. participants
Compare Independent Pooled Employer Plan side-by-side with 3 peers →

Independent Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside South Dakota, the nearest 401(k) by assets is Sambrailo Packaging Profit Sharing Plan in CA ($10M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (71 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 have Advisortrust, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Advisortrust, Inc.'s sponsor-wide assets grew 508.5%, from $41M to $248M.
Which 401(k) plans are similar in size to Independent Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sambrailo Packaging Profit Sharing Plan in CA ($10M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Independent Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 464091337.

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.